Diversifying Your Portfolio with Private Placements
Wednesday, April 03
Hey there, savvy investors! Today, we're diving into the realm of self-directed IRAs and the incredible potential they offer for diversifying your retirement portfolio. Gone are the days of being limited to stocks, bonds, and mutual funds. With a self-directed IRA (SDIRA), you have the power to e...
Navigating the World of Promissory Note Investments
Monday, March 18
Let's talk about promissory notes and how they're becoming the new favorite kid on the block among IRA account holders. You see, these notes offer a sweet blend of potential returns and diversification perks within retirement portfolios. Let's dive deeper into the ins and outs of investing in pro...
Deciphering Plan Asset Rules
Thursday, March 07
Hey there, real estate investors! Let's dive into a recent inquiry that I handled: "If a Debt Fund passively invests in notes secured in first position by real estate, would the Plan Asset Rules apply (assuming the 25% test is met)?" Now, when it comes to the Plan Asset Rules, they kick in specif...
Multifamily - A Game-Changer for Your IRA
Thursday, February 29
Are you tired of the same old stock market shuffle for your retirement savings? Looking to spice up your investment game? Well, guess what? Investing in multifamily properties through self-directed retirement accounts might just be the game-changer you’ve been waiting for! Let's break it down. Se...
Raw Land in Your SDIRA
Monday, February 26
When it comes to building a robust investment portfolio, diversification is the name of the game. For many of us, self-directed IRAs (Individual Retirement Accounts) open doors to explore investment opportunities beyond the stock market. Lately, one avenue that's been getting some buzz is raw lan...
Maximizing Retirement Game: Who Can Rock the Individual 401(k)?
Thursday, February 22
Hey there, fellow real estate rockstars! If you're hustling in the world of self-employment, you've probably heard whispers about the Individual 401(k). But what's the buzz all about? Let's break it down. Unpacking the Power Picture this: The Individual 401(k) is like the backstage pass to turbo-...