In the long run, stocks have a comparatively high return on investment. But that’s compared to bonds and CDs and other less volatile asset classes. One of the advantages of a Self-Directed IRA is that it opens up your options to a lot investments beyond the asset classes that Wall Street companies are pushing – […]
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Entries by Jim Hitt
Yes, you can use Self-Directed IRA strategies using inherited IRA assets. This means that even if you inherit a very conventionally-invested IRA full of mutual funds, stocks, money markets, bonds and CDs, you can direct IRA assets into a Self-Directed IRA account. This allows you to invest in a much broader array of asset classes, […]
Pricewaterhouse Coopers has released its 2016 Emerging Trends in Real Estate report, and as expected, our clients in a Real Estate IRA have some good markets to choose from. Encouragingly, PwC has identified several markets here in the Southeast in the top 100 most attractive markets when it comes to real estate prospects. For example: […]
Many Self-Directed IRA investors reach retirement age, begin taking Social Security Benefits and IRA distributions, file their taxes, and get a nasty surprise: Up to 50 percent of their Social Security benefits are taxable as income under current law. The higher your income in retirement (whether from a Self-Directed IRA or otherwise), the higher the […]
Self-Directed IRA investing has tremendous advantages for the right investors: It allows you to concentrate your efforts in market niches and asset classes where you have the most expertise; it helps you diversify your overall portfolio, it can help save you money compared to high AUM fees and expense ratios from traditional Wall Street investment […]
According to research from Plan Sponsor magazine, 56 percent of us don’t have any kind of retirement income strategy. Of those that do, most of them simply expect to withdraw their retirement income from savings accounts. While Self-Directed IRA investors tend to be more sophisticated than the general market, the same issues tend to apply […]
Many of our clients have done extremely well with their Self-Directed IRA. They have a combination of experience, skill and knowledge that allows them to invest with their Self-Directed IRA at well-above market rates in specific areas like real estate, precious metals, and small businesses (LLCs and partnerships as well as C-corporations) within their own […]
The excellent web resource Bankrate.com just released a list ranking the best and worst states for retirees, which is of interest to any Self-Directed IRA owner. Bankrate’s editors took the following characteristics into account: Cost of living Crime rate Community well-being Quality of health care Tax rate Weather Naturally, everyone wants to know the best […]
If you are a Self-Directed IRA investor – or you own any kind of retirement account, for that matter, now’s a critical time of year. A number of important deadlines are coming up, and it pays to stay on top of them. Contributions For most of us, the deadline for making contributions to a Self-Directed […]
Most of our Self-Directed IRA-owning clients have been investing for a while. By the time many of them reach their peak earning years, they have often amassed a confusing array of IRAs, Roth IRAs, 401(k), 403(b) and SIMPLE accounts with previous employers, and other retirement plans at different investment companies. That’s on top of annuities, […]
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- How to Use a Self-Directed Roth IRA to Maximize Retirement Income
- Everything You Need to Know about a Single Member IRA LLC
- Can You Save for Your Children’s Education with a Self-Directed CESA?
- America’s Most (And Least) Affordable Cities for Retirement
Asheville, NC 28801