For many real estate investors, leverage is a key factor to their plans for profits – leverage in the form of mortgage financing. When you introduce mortgage financing into Self Directed IRA ownership of real estate, a special tax called Unrelated Business Income Tax (UBIT) ... Continue Reading
Conventional Tax Strategies for Real Estate Many real estate investors boast of their tax strategy as involving one or more of the following: Depreciation – This is a tax concept where the property owner pretends that his property is decreasing in value. For residential re ... Continue Reading
This is quite a simple concept so this post will be very brief. Our weak economy has brought very high inflation: as high as 13% over the past year. Future dollars are worth much less than dollars today. With a Solo 401k you can make tax-deductible contributions to your retirem ... Continue Reading
I recently sat down with Eric Wikstrom – CPA, CFP, & Founder of Integrated Wealth Strategies. In this segment we briefly discuss the Solo 401k and how it differs from a Self Directed IRA. The following clip observes the benefits of unrestricted investment choices. SHAR ... Continue Reading
While there are many people finding themselves more fearful than ever, there are others who are more excited than ever. Here’s why… The rules of safety and courage have changed. Since the industrial revolution, employee-ism has surged. During this time, getting a jo ... Continue Reading
In addition to saving money in a tax favored account, a Self Directed Solo 401k enables you to invest in virtually anything. Unknown to most people, retirement accounts and stock market investments do not have to go hand in hand. While the stock market only represents a small fra ... Continue Reading
The stock market implosion of 2008 has millions of Americans feeling financially helpless. Yet individuals who are investing their 401k & IRA money in ventures outside the stock market are singing a different tune. Janice and Jack Stoddard, real estate professionals in Ark ... Continue Reading