Resources
Some people may not know that their IRAs can legally invest in almost any type of asset. That means you can invest your retirement funds in precious metals like gold, silver, platinum, and palladium. Establishing a Gold IRA is a relatively easy process. Ready to own physical precious metals with your retirement plan? Click here to open … Read More
Leverage can be a valuable tool to increase the buying power of an IRA. Leveraging means borrowing funds to increase purchase power and acquiring a property that would otherwise be unaffordable. Surprisingly, many people aren’t aware that their IRA or 401k funds can utilize a non-recourse loan for a real estate IRA investment. Ready to open … Read More
Is it possible to “partner” with your IRA? Let’s say I provide half of the (non-retirement) money and my IRA supplies the other half. “We” then elect to execute a fix & flip. We would each receive 50% of the net profits, correct? I thought you could only do this if you start a business … Read More
Question: Is it true I can’t live or vacation in my real estate IRA property? Answer: True. The IRS prohibits benefiting personally from any asset owned by your IRA (i.e., self-dealing). Furthermore, you can’t let any of your lineal relatives benefit from the asset either. This includes your parents, grandparents, children, grandchildren, spouse and fiduciaries. … Read More
How do I manage a real estate IRA? How do I manage expenses and cash flow in an IRA, particularly when I reach retirement age and have to take required minimum distributions (RMDs)? Planning for cash flow needs is critical for any investment strategy. This is especially true when investing in illiquid assets like real … Read More
If you’re one of many investors with or considering a Roth IRA, it’s important to understand the “five-year rule” works. Below is a short explanation of how the rule affects your IRA distributions. Are you ready to open a new Roth IRA? Complete our easy online new account application in a matter of minutes! What is the Five-Year … Read More
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