Self-Directed IRA Rules
A self-directed IRA offers investment opportunities outside of the typical stocks, bonds, and mutual funds. Real estate, promissory notes, and private company stock are some
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What Percentage of Your Retirement Should You invest in a Self-Directed IRA?
“What’s the best retirement portfolio mix?†For every investment advisor you ask, you will get a different answer. That’s because every investor has a unique
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Do You Need to be a High Net Worth Individual to Invest in a Self-Directed IRA?
One of the greatest benefits of a self-directed IRA is the ease of accessibility for individuals at nearly any income level. Whether you are a
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The Biggest Problem With Self-Directed IRAs is That Very Few People Know They Exist
While traditional IRAs have been a well-known retirement strategy for working professionals for decades, self-directed IRAs have only started to gain favor in recent years.
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Can You Still Use a Financial Advisor if You Own a Self-Directed IRA?
When it comes to understanding self-directed IRA pros and cons, a specific industry, or investment opportunity, financial advisors have a wealth of knowledge from in-depth
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3 Common Retirement Mistakes People Make When Changing Employment
When you leave a company’s employment, you have a few options for dealing with your old retirement account. You can leave the money in the
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Moving From Good to Great as a Self-Directed Investor
Most self-directed investors focus on one main investment class and never diversify. While real estate may offer ample growth opportunity and a fairly reliable ROI,
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The Equity Trust Alternative
Here at iPlanGroup, most of our new clients come to us by way of referral. Typically, they’ll share that we’ve helped a friend of theirs,
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Top 3 Ways to Invest Into Real Estate Using a Self-Directed Account
A Self-Directed IRA is a powerful tool in your investing arsenal and there are many ways to use one to invest. Many investors use Self-Directed
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Unrelated Business Income Tax (UBIT)
Most investment gains in a retirement account are exempt from federal income tax according to Code 408, and Section 512 of the Internal Revenue Code.
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