Self-Directed IRA and The Self-Certification process
The Internal Revenue Service made life a little easier for investors, including Self-Directed IRA owners, who for whatever reason missed the 60-day deadline to complete a rollover from an IRA […]
Author Archive for: JimHitt
Entries by Jim Hitt
Self-Directed IRA – How To Calculate RMDs
If you own IRAs – whether a Self-Directed IRA or a conventional IRA you opened from a broker or fund company – and you turned age 70½ in 2015, your […]
Real Estate IRA News : Rents Dropping Slightly In Some Markets
A recent study from real estate data and research company Zillow finds that rents in the top 25 metro areas have cooled slightly over the last year. But rents in […]
Micro-VC May Hold Opportunities for Self-Directed IRA Investors
The venture capital market may hold some new opportunities for risk-tolerant, sophisticated Self-Directed IRA investors. Here’s why: Companies are requiring less in startup and seed-stage capital than they were just […]
Self Directed IRA – Should You Convert?
As we approach the end of 2016, it’s a good time to take stock of your income for the current year and compare it to expected income in the future. […]
Business Owners — Why the Self-Directed Solo 401k May Be The Choice For You
The answer depends on your situation, your goals, and how you plan to use the assets in your account. In most cases, we find the investor is better off with […]
Beyond The Self-Directed IRA: Do You Have a Family IRA Strategy?
Under current law, any individual taxpayer who has earned income can contribute up to $5,500 to a traditional IRA, or if they meet certain income requirements, to a Roth IRA. […]
Self Directed IRAs: The Problem With Mutual Funds
Mutual funds were once a great idea. Most ordinary Americans don’t have the time, expertise or inclination to become stock market experts. Mutual funds made it easy and affordable for […]
Leaving Your Employer? Now’s a Great Time To Get Started in a Self-Directed IRA
If you’re leaving your employer after a long tenure – whether you are retiring or just making a mid-career change — a great opportunity to reshape your retirement plan. If […]
Self Directed IRA – Getting Help In The Fiduciary Rule ERA
Self-Directed IRA investors have always been an independent lot. But the rules governing self-directed retirement accounts can be tricky for novices and people who aren’t financial professionals who specialize in […]