Rule #3 in Self Directed IRA Investing - Avoid Personal Use
Tuesday, July 20
Simple but interesting case study for you today. I had a chance to go golfing with a client last night that is starting to do a lot of deals in his IRA. Mr. Cooper proceeded to tell me how he is excited and looking to expand his IRA investing palette beyond just real estate. He had found a great ...
Avoiding Self Dealing in IRA Transactions
Wednesday, July 14
Another fun case study for you today. This one focuses on the idea of self dealing in an IRA investment. Self Dealing is considered prohibited in IRA investments and is defined as doing an investment with Grandparents, Parents, Spouse, Children and Children's Spouse. All other parties are not con...
Know your Paperwork on IRA Investments
Monday, July 12
Huge case study for you today. Will keep the user anonymous on this one.Had a client, we will call him, Locke, who owned a small real estate investment company buying, fixing and flipping properties. Mr. Locke also wanted to get involved with IRA investments in his business so he could earn tax f...
Land Contract Partnership
Thursday, July 08
Great case study for you today.Did you know in Michigan land contracts are becoming the "in" thing. Heck, everywhere they are going to become the "in" thing with banks holding back on financing homeowners. Check this one out!!Meet Dr. Smude, a seasoned investor who owns 17 rentals in Metro Detroi...
Smart Small Investments in your IRA
Wednesday, July 07
We had another case study of IRA investing success come across our desk recently. Kirstie Brooks, a medical industry professional had just opened her IRA and wanted to invest in real estate but opening an account with only $5000.00 she thought would keep her out of the investment game for a few y...
Having an IRA Conversion work in your favor
Thursday, July 01
Last week I introduced you to a client that legally fired the IRS. Today I am going to show you another technique one of our clients used to legally avoid taxes on a sale.Meet Dr. Vicky Spring Love, a seasoned investor, financial guru and IRA real estate investor. Earlier this year Dr. Spring Lov...