Entries by Jim Hitt

Due Diligence Checklist for Self-Directed Real Estate IRA Properties

Real estate deserves consideration in anyone’s long-term investment portfolio. Some investors are content to expose themselves to real estate via REITs and straight-ahead stock companies within a larger retirement portfolio. Many of our own clients find they can get better returns on investment via direct ownership of investment properties within their own retirement accounts, using […]

Beyond Rent Payments – Creating Multiple Streams of Income Within Your Self-Directed Real Estate IRA

Most Self-Directed Real Estate IRA investors already know that you can charge rents on investment real estate, which can be reinvested for retirement or used to support current projects. But professional property managers also understand that your income opportunities are not necessarily limited to rental income. For Self-Directed Real Estate IRA property owners who are […]

Why forming an LLC commonly called a Checkbook IRA for your Self-Directed IRA is an ideal way to invest?

Having your own Self-Directed IRA allows you to invest in real estate, business, and other opportunities not directly available through Conventional IRA or 401K plans. By establishing an LLC for this purpose, you maintain full control over your investment decisions (within standard IRS Guidelines).  Checkbook Control IRAs require a specialized operating agreement. As the owner […]

Self-Directed IRA Transfer vs. Rollover

Perhaps the most important decision when starting your Self-Directed IRA is how to begin and/or add to your funding. There are two ways you can do this, which are via transfer from an existing IRA account or by a complete rollover of one or more retirement accounts. Each method has strict procedures which should be […]

Self-Directed IRAs Still a Hot Ticket in 2018

Self-Directed IRAs are still sizzling, thanks to a strong housing market throughout nearly all major metro areas as we approach the end of the first half of 2018. Single-family home prices are setting new records nearly every week, and average listing prices through the first half of May are up over 8 percent over the […]