Investing in Real Estate With a Self-Directed IRA

Investing in real estate is one of the most popular ways to build wealth in a self-directed IRA. Real estate investing is an excellent option for people who want to use their personal knowledge to diversify their retirement savings accounts. Diversification is one of the keys to protecting retirement assets, and property can be a…

Protecting Retirement Assets

Protecting Your Retirement Assets in a Self-Directed IRA A self-directed IRA is an excellent option for the confident investor who is ready to take control of his or her financial future. Many investors are unaware that the IRS permits an IRA owner to choose from a wide variety of commonly permitted investments, which go far…

Three Advantages of Incorporation

By David M. Warrick, CFP Incorporation is the next step in the evolution of your business. The laws for incorporation vary from state to state, but incorporating is definitely something to consider to provide protections for you and your business. 1. Liability. This is the primary issue because in a sole proprietorship, there’s no safety…

Year-End Charitable Giving

By David M. Warrick, CFP As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax…

What is Year-End Tax Planning?

By David M. Warrick, CFP As the end of the tax year approaches, you can probably get a rough idea of how much you’ll owe in taxes. To lower your tax bite, it is wise to take certain steps at year-end. Numerous strategies exist to help you, including reviewing professionally developed year-end tax checklists, performing…

Adler Decison

ERISA Opinion No. 2000–10AThe issue was whether allowing the owner of an IRA to direct the IRA to invest in a limited partnership in which the IRA owner and his relatives are partners would give rise to a PT. The transaction at issue involved a family partnership (the “Partnership”), a general partnership that was an…

5 Advantages of Using Private Money For Real Estate Deals

By Brian Adams Given the current economic climate, doing real estate deals presents greater challenges than before. One such challenge is having the cash to close just about any real estate deal. Traditional sources of funding are harder to come by, especially for those who have a less-than-stellar credit history. If you don’t have the…

The Gurus of Cash Flow Distribution

By Steven B. Morris, Sr. Main Line Guarantee, LLC of Cherry Hill, NJ has been marketing and selling structured settlements and other seasoned cash flows to advisors and private retail clients throughout the United States since 2008. In good times and in trying times, the business of providing clients with a higher rate of return…

Preparing a Will Most Certainly Cannot Wait

By Fabio Sciarrino, Esq. We take for granted having the ability to handle our own affairs, but what will happen to our property, finances and other assets when we are gone? As an attorney, I have written a number of wills for friends, family, and neighbors. Yet I am still surprised at how many people…

12 Strategies to Build Your Roth IRA With Smaller Real Estate Investments – Part I

By James L. Maxfield, Jr. After a recent seminar presented to the Kentucky Real Estate Investors Association in Louisville by CamaPlan Principal Carl Fischer, real estate broker and investor James Maxfield initiated a discussion session to outline and highlight some creative strategies on how to use self-directed IRA retirement funds to grow accounts quickly. The…