Solo 401(k)
Real Estate Investing with a Solo 401(k)
Real Estate Investing with a Solo 401(k) is the most popular way to invest your retirement funds; plus, UBTI rules don’t apply to a 401(k).
May 12, 2020
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Self-Directed IRA
Hedge Fund Investing in an IRA
A hedge fund is an investment sophisticated investors utilize to amass profits very quickly. They are not without risk and should be carefully considered.
May 11, 2020
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Solo 401(k)
Solo 401(k) For Real Estate Investing
A Solo 401(k) for real estate investing is a tax-eficent way for the self-employed to hold the most popular asset class with retirement funds.
May 6, 2020
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Solo 401(k)
CARES Act and the Solo 401(k) Loan
The CARES Act and the Solo 401(k) Loan provision is a great way for the self-employed to borrow funds in light of the COVID-19 financial crisis.
May 4, 2020
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Self-Directed IRA
Hardship IRA Distribution Rules Due to CARES Act
If you have been affected in some way by the COVID-19 pandemic, you may take a hardship IRA distribution, a penalty-free way to use $100,000 in IRA funds.
April 27, 2020
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Self-Directed IRA
Brokerage Account in Your Self-Directed IRA
Opening a brokerage account with your Self-Directed IRA allows you to invest in stocks and mutual funds in a tax-advantaged way.
April 20, 2020
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Self-Directed IRA
IRA Financial Trust & You
IRA Financial Trust can help you with checkbook control and your own strengths, choosing traditional or alternative investments.
April 13, 2020
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Self-Directed IRA
IRA Rules Changing – CARES Act
The CARES Act, short for the Coronavirus Aid, Relief, and Economic Security Act, provides over $2 trillion in relief for businesses and individuals, to battle
April 7, 2020
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Self-Directed IRA
CARES Act – What Does it Mean for You?
Thanks to the CARES Act, most Americans will see some relief during this crisis. This includes easier access to use retirement funds as a last resort.
April 1, 2020
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Self-Directed IRA
Investing Without Leaving the House
Investing Without Leaving the House With everything going on in the world today, it’s more important than ever to get your finances in check. If
March 16, 2020
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