Coverdell Education Savings Accounts CESA – What it is and how to earn.
Coverdell Education Savings Accounts, what is it and how to earn. Saving for College sounds simple in theory, especially when you start early. However, life
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Roth Conversions and Self-Directed IRAs
The hot topic of Roth IRAs has become even hotter, thank you, Peter Thiel. The hot topic of Roth IRAs has become even hotter, thank
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What Is The Real Cost: Latin America VS. North America Part 2 – HOA And COA Fees
In the previous article on investing in Latin America Real Estate, we covered the costs associated with investing in properties here. When talking about HOA
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What Is The Real Cost: Latin America VS. North America? Part 1 – Acquisition And Taxes
Have you considered investing in property overseas? If you have, you may have compared property ownership in Latin America and North America and thought “I
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Venture Investing: How to Evaluate If It’s Right For You
Have you ever had a phone call or an early-stage venture investing “deal” hit your inbox, and you didn’t know what to do or even
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Use Your Roth IRA as a College Savings Tool
Many people do not have the financial resources to save enough for retirement and college for their children. Often, people will add to college accounts
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The New Definition of “Accredited Investor”
For nearly 40 years- spanning six different US Presidents, nine different SEC Chairs and five bull markets- the definition of “accredited investor” has not experienced
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Common Types of Real Estate Investments
We find that investing in real estate with a Self-Directed IRA is a very popular topic with our clients here at iPlanGroup. It’s an attractive
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How to Calculate Unrelated Business Income Tax (UBIT)
Do you think your Self-Directed IRA might owe UBIT? At iPlan group, we are constantly getting questions from clients and prospective clients about UBIT. Let’s
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Case Study: The Power of a Self-Directed IRA
According to the Motley Fool, the stock market corrects itself on average every 1.87 years. They looked at the numbers starting in 1950 and noted
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