Disqualified Person in a Self-Directed IRA or 401k
Thursday, January 14
Plan owners of the Solo 401k and self-directed IRA need to be aware of Prohibited Transactions. These transactions usually involve a disqualified person and are not allowed by the IRS. Engaging in a prohibited transaction can lead to expensive tax charges and fines. In severe cases, the self-dire...
Self Employed Solo 401k Investing: Rentals Still Remains Popular
Wednesday, January 06
A recent analysis from RealtyTrac® has shown that buy-to-rent strategy is still a successful bet in at least 41% of the analyzed U.S. counties, despite a 0.13% drop in the annual rental gross yield of 8.94% during the first five months of 2015 against the prior year period. Out of the 285 analyze...
Self Employed 401k Tips: Passive Real Estate Investing
Tuesday, December 22
In my last Bigger Pockets’ post, Leverage Growth with “No Tenant” Approach for 401k Small Business Plan, I discussed alternative real estate investment options, including mortgage notes, tax liens, and REITs, highlighting the return profile of each of these investments. What makes passive real es...
How Susan Purchased Primary Residence Using Solo 401k
Monday, November 30
Most people turn to stocks, bonds and mutual funds when they want to invest for retirement. These assets can be good sources of passive income — but some retirement savers prefer to mix in alternative investments, such as real estate, as well.Solo 401(k) plans allow certain investors to do just t...
Understand Mortgage Notes and 401k Solo Retirement Plans
Wednesday, November 25
You attended a seminar on passive income generation with mortgage notes, learning how to enjoy high returns while sitting on your couch, and you are ready for your first purchase. But, hold on. Is this how you make your investment decisions? There is no doubt about the efficacy of mortgage notes,...
Solo 401k Plans Investing Guide: Why Invest in Mortgage Notes?
Tuesday, November 17
Mortgage notes attract many investors, especially because notes are backed by real estate and offer higher returns against traditional investments. The IRS allows investing in real estate through Solo 401k plans, allowing average investors to enjoy tax-deferred growth. If you own a Solo 401k reti...