Self-Directed Individual 401k Plan: Advantages, Eligibility & Contributions Limits

August 10, 2020

A Self-Directed Solo 401(k) plan is an IRS-approved and qualified 401k plan. It is designed for a self-employed sole proprietor, a corporation, or a limited liability company. The participant can make contributions as both the employee & the employer; hence can enjoy higher contribution limits.

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Self-Directed Investing: The Journey

August 7, 2020

Looking back to 2005, it’s hard to believe that a college internship expo would be one of the most pivotal moments in my career.  Like every other young and eager college student at the event, I stood in long lines at all the “brand” name firms just to hand over a resume, while ignoring the scores of small businesses scattered throughout the room.  I don’t know if it was curiosity or empathy that caused me to walk up to the lineless booth with a simple, pull up banner that read “Buy Real Estate in Your IRA,” but I’m glad I did.  I was fortunate to have a handful of interviews after the expo, but it was the company with the simple pull up banner that stood out from the rest. 

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Building Tax-Free Wealth With Your Self-Directed IRA

If you’re feeling frustrated with not being in charge of your own investments, the answer may be to self-direct your IRA. We have thousands of clients who feel much more confident in their own choices, than those brokered by others.

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I Was Wrong! How I Missed The Boat By Not Investing In Mobile Home Parks

August 4, 2020

My mother always told me to stay away from trailer parks. Did yours?

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Private Lender Pillar #1: The Return Of Investment

August 3, 2020

Originating Private Mortgages from an SDIRA can initially involve a major shift in your investment philosophy and overall thinking – I know that was the case for me, as it took me years to take the first step and actually fund a Private mortgage.

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