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Five Key Elements to Private Money Lending

Privately money lending through a Self-Directed IRA or 401(k)
to real estate investors is a commonly used strategy that may grow retirement funds. In addition to consulting a team of advisors to decide if the debtor’s investment plans are in unison with your professional portfolio, there are a few case-specific characteristics to consider.

Does Converting to a Roth IRA Make Sense for You?

Periodically, the question arises of whether to convert a Traditional IRA to a Roth IRA. Generally clients must ‘crunch the numbers’ to decide whether this makes financial sense. As with most tax calculations, there is no hard and fast rule for everyone. Several factors need to be considered. Some are easy to determine (your age, ability to pay the tax without retirement funds) and others are not so easy (rate of return on investments and effective tax rate in retirement)

Is it a Good Time to Convert Real Estate in Traditional IRAs to Roth IRAs?

Now that we are into the New Year, savvy investors holding real estate in traditional IRAs are assessing whether now is a good time to convert those IRAs to Roth IRAs. The main reason investors consider converting is to place those retirement plans in a better tax position. Keep in mind that earnings on Roth IRA investments grow tax free as opposed to just growing tax deferred as in the case of Traditional IRAs.

How to Partner with Your Own Self-Directed IRA

By John “Jack” F. Kiley, CPA, CISP Partner / MidAtlantic IRA, LLC    Partnering with your own Self-Directed IRA is just one strategy that I’ve seen more and more investors implement to try to help boost their retirement savings. Simply put, this strategy combines...

Does Converting to a Roth IRA Make Sense for You?

By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC Periodically, the question arises of whether or not you should convert a Traditional IRA to a Roth IRA. Generally, clients must “crunch the numbers” to decide whether or not this makes...

Six Reasons to use IRAs for Real Estate Investing

Did you know you can use IRAs (your own or someone else’s) to invest in real estate? Here are some reasons to consider doing this: By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC     Real Estate is what you know best. You have a special...