IRAs
59 pieces, newest first. The longer reads are up top; everything is listed by year below.
Worth the time
- 2024Leverage Self-Directed IRAs for Affordable Housing SolutionsUse self-directed iras to partner with nonprofits and drive impactful affordable housing initiatives. The affordable housing crisis is a pressing issue in many communities across the…Article, Investment Strategy
- 2023Understanding Solo 401(k)s for Self-Employed IndividualsThe flexibility and control a solo 401(k) offers can help the self-employed put away more money than traditional or Roth IRAs allow and enjoy certain tax benefits. Saving for retirement is…Article, Investment Strategy
- 2022Is Real Estate Education Still Needed?As an 18-year veteran and third-generation real estate investor, I feel like I have seen it all. I have seen the market cycles, both the ups and the downs. I have seen people make hundreds…Article, Alternative Investing
- 2022Checkbook IRA, or Checkbook LLC?A recent case has shed light on one of the riskiest retirement plan strategies offered by promoters. In McNulty v. Commissioner (157 T.C. 10), a U.S. Tax Court provided clarity to the…Article, Investment Strategy
- 2021Why Investing in Real Estate Is Better Than StocksWhen it comes to growing your investment portfolio, investors have two solid options for building their wealth: real estate and stocks. Both investment opportunities offer potential. The…Article, Investment Strategy
- 2021Four Reasons to Convert to a Self-Directed Roth IRASome Investment Advisors tell their clients to not use a Roth IRA but a Traditional IRA instead. Their logic is with a Traditional IRA, the client gets a deduction for the amount of their…Article, Investment Strategy
- 20191031 Exchanges, Opportunity Zones & Self-Directed Retirement AccountsWhether you have been in real estate for one day or more than a decade, you can’t miss the current buzz about opportunity zones. Did you know the deadline for investing in a qualified…Article, Investment Strategy
- 2018Roth IRAs: The Best Legacy-Building ToolIf you leave nothing else for your loved ones, be sure that they inherit a Roth IRA from you. Even if the account has a tiny balance, leaving behind a Roth IRA provides a legacy benefit of…Article, Funding
- 2017Trump Suspends “Fiduciary Rule” for Financial PlannersAnother swipe of the pen by President Trump will delay – indefinitely – a new rule that was intended to protect consumers from bad financial advice. President Trump signed a “Memorandum on…Article, Funding
- 2016Cautionary TaleJust last week, John (not his real name) lost nearly 60 percent of the value of his self-directed IRA in a single day. There wasn’t a horrible crash in the stock market or an act of fraud…Article, Investment Strategy
Everything, by year
20249
- Leverage Self-Directed IRAs for Affordable Housing Solutions
- Think Realty Podcast #331 – Adapting to Change: Navigating Self-Directed IRA Transitions
- Think Realty Podcast #329 – Learn How to Retire Early and Grow Your Wealth TAX-FREE!
- Unlock Your Retirement Dollars with Tara Bogard
- Alternative Investing with Anne Marie Rogers
- Think Realty Podcast #324- Maximize Wealth With IRA Investing: Tax Benefits Real Estate Investors Can’t Ignore
- Purchasing Real Estate In a Self-Directed IRA
- Retirement & Real Estate
- Think Realty Podcast #309 – Self-Directed Ira’s: A Game for the Future
202315
- Understanding Solo 401(k)s for Self-Employed Individuals
- The Solo 401k: Real Estate Investing’s Secret Weapon
- Think Realty Podcast #268 – A Quest for Retirement
- Self-Directed IRA
- Self-Dealing
- Roth IRA
- Real Estate IRA
- Prohibited Transaction
- Minimum Distributions
- Fully Distributed
- The Solo 401k: Real Estate Investing’s Secret Weapon with Derreck Long
- Disqualified Person
- Checkbook LLC
- Self Directed IRA: How to Use Retirement Accounts to Invest in Real Estate
- Think Realty Podcast #260 – Invest in Yourself!
20227
- Think Realty Podcast #252 – Recession Proof Your Portfolio
- Real Estate Investing Versus 401(k)
- Leveraging Notes to Grow Your Retirement with Anne Marie Rogers
- Leveraging Notes to Grow Your Retirement
- Is Real Estate Education Still Needed?
- Checkbook IRA, or Checkbook LLC?
- Think Realty Podcast #219 – Self-Directed IRA’s: Congress is Watching, Now What?
20215
20206
201710
- Is Your IRA Handled by the Proper Entity?
- How to Become an Accredited Investor
- 3 Actions to Start Self-Directing Your Retirement
- The Truth About Tax-Free Profits in Real Estate IRAs
- What Your IRA Custodians Cannot Tell you
- Control Your Service Providers or See Your IRA Destroyed
- Is Your IRA-Owned Business Entity a “Sitting Duck” for Lawsuits?
- Which is Best: SEP IRA or Solo 401(k)?
- Trump Suspends “Fiduciary Rule” for Financial Planners
- 3 Reasons to Run Away from IRA-Held Real Estate