Here’s How Self-Directed IRAs Are Different From Other Retirement Accounts

To get right to the point, they’re not that different! As far as the IRS is concerned, self-directed retirement accounts are treated exactly the same as all your other types…

Roth Conversion: Tax Free Growth, Tax Free Withdrawals

Roth 101 – The Basics of Conversion When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)’s. Fast forward 20…

Five Things To Consider Before Buying Real Estate With A Self-Directed IRA

By Adam Bergman The Internal Revenue Service (“IRS”) permits retirement accounts, such as an IRA, to invest in real estate and other alternative types of investments. As a matter of…

Owning and Rehabbing IRA-Owned Properties

Many people assume IRA portfolios consist exclusively of stocks, bonds and comparable assets. They may not know they can diversify their IRA by investing in real estate. Investing in real…

College Savings Plan Explained

From Center for Online Education http://www.onlinecolleges.net/ An aggregate, college tuition has risen an astonishing 79.5% in the last decade ― nearly twice the growth rate of medical care during the same period…

Real estate entrepreneur pays obscene taxes after typical “Checkbook LLC” arrangement blows up; Some notes on “dealer” status & other flipper tax issues.

Author: John Hyre Quick Synopsis An engineer from Phoenix made a living doing “Phase I” and similar types of environmental impact reports for purchasers of commercial properties. When the crash…

Does an RMD Apply to Me?

The IRS requires you to distribute a portion of funds from your traditional IRA, SEP IRA, SIMPLE IRA, or 401(k) account. This is called a Required Minimum Distribution, or RMD….

Dividing IRAs in Divorce

Most divorce agreements contain provisions for dividing marital assets. IRA accounts, because of their special tax status, must be treated differently than other types of financial assets. The following article…

Ask an Accountant – Federal ID Numbers For Your IRA

Elizabeth A. Cummings, CPA Do I need to obtain a Federal Identification Number for my IRA? Yes; in certain situations, not only is it prudent, but it may be required. For…

Net-Lease Investments

By Bob Strzalka, CCIM With a lot of investors looking for a fixed return better than the readily available offerings in Treasuries, CDs and savings accounts, where can one look? A…