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Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
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Understanding Self-Directed IRAs
March 4th at 2pm Eastern
Self Directed IRAs and Real Estate: Highlights from Our January National Strategy Call
In our most recent National Strategy Call, Jack led a live discussion on how self-directed retirement accounts can be used for real estate and alternative investing, and the rules investors need to understand before doing a deal. This session was designed for...
There’s Still Time To Set Up A SEP & Reduce Your 2025 Taxes
If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose a Simplified Employee Pension (SEP), you’ll be able make deductible 2025 contributions...
How to Build Your 2026 Investor Playbook
From Reacting to Investing with Intention It is easy to invest one deal at a time. Many investors move from opportunity to opportunity without stepping back to look at the bigger picture. While this approach can work, it often leads to reactive decision making rather...
Tax Filing FAQs for Individuals
The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is about the same time as when the agency began accepting and processing 2024 tax year returns last year, despite IRS staffing having been significantly reduced since then....
The Most Common IRA Mistakes We See at the Start of the Year
January is when momentum and mistakes both start. The beginning of the year brings motivation. Investors are ready to act, deploy capital, and move deals forward after year end planning finally feels complete. Most early year issues are not caused by bad intent. They...
When Medical Expenses Are – And Aren’t – Tax Deductible
If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income tax return. Income-based thresholds and other rules can make it hard to claim the medical expense deduction. At the same time, more types of expenses may be...