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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Blog
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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The Cares Act Coronavirus Aid, Relief and Economic Stimulus
An Overview Of the relief provided for IRA owners and retirement plan participants On March 27, 2020, the Coronavirus Aid, Relief and Economic Security Act
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Self-Directing Some of Your Stock Sale Liquidity Can Help Ease Market Losses
In times of stock market turmoil, the strain on investors’ nerves can make the compulsion to sell too strong to resist. In the wake of
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As Traditional Stocks Fail, Self-Directed Investors are Capitalizing
When the stock market declines, there are some investments that manage to shine. Current extraordinary economic events notwithstanding, there are assets that historically tend to
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The Benefits of Using Your Self-Directed IRA to Fund a Structured Settlement
We’ve all seen the commercials urging recipients of structured settlements to get “cash now!” There are a whole lot of people in need of an
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