Case Studies & eBooks
Our case studies provide detailed examples of investment strategies that are based on our clients’ real-world experiences. Download an eBook for additional resources on self-directed IRAs, real estate IRAs, and solo 401(k)s.
Rental Property
Andre wants to invest in a $200,000 rental property. He doesn’t have enough cash to purchase the property, but he has funds in an old 401(k).
Financed Purchase
Rachel wants to invest in a rental property, but she doesn’t have enough money in her IRA to make the investment.
Investing in Tax Deeds
Paul invests in tax liens and deeds because they can be inexpensive ways to earn income in a relatively short period of time.
Multifamily Syndication
Linda wants to invest in real estate, but doesn't have the time to find and manage a piece of real estate so she invests in a multifamily syndication.
Checkbook Control
Anthony is a building contractor who uses his expertise to invest in rehab-and-flips. He uses a checkbook IRA LLC so he has fast access his IRA’s funds.
Partnering Funds
Jen and Ryan want to invest in real estate together so they can invest in a more lucrative, single piece of property instead of investing in separate properties.
Private Stock Investing
Amy is an experienced investor who uses her self-directed IRA to invest real estate, private lending, and private stock to diversify her portfolio.
Private Lending
Shawn has a fix-and-flip project he wants to purchase, but he needs funding. Maria has funds in her IRA and wants to partner to flip a house.
Funding Your Business
John, newly retired and an avid fisherman, wants to use his retirement funds to cover his start-up costs to open a bait & tackle store.
