Media Library

By James L. Maxfield, Jr. This article is a continuation of 12 Strategies to Build Your Roth IRA With Smaller Real Estate Investments – Part I. Strategy 7: Working with Builders or Developers Builders and small developers often have extra lots in inventory that probably won’t be built on for several years. IRA investors can…

By James L. Maxfield, Jr. Let’s face it. The 20th century concept embodied in the 1957 film, “The Man in the Gray Flannel Suit,” of working at one company and retiring with a pension, already was on its way out of favor by the end of the 1960s. In just a few major financial publications,…

By Carl Fischer Self-direction with tax-advantaged plans provides a myriad of benefits, personally and professionally, with financial and emotional attributes. We will first discuss the personal benefits: True diversification Control Use your expertise & knowledge The only way to obtain “true” diversification is with a self-directed account.  Anyone who has seen the bull or bear markets…

By Walter Zweifler The good book says there is a time under the sun for everything – this applies to the valuation of limited liability partnerships, limited liability companies, closely held corporations and other securities that can be contributed to your IRA. When a business ownership interest is contributed it is imperative that you know what…

By Brian Adams The Magic of Compounding Grace Groner lived in Lake Forest, Illinois, about 45 minutes north of Chicago. After graduation, Grace was hired as a secretary at Abbott Laboratories. She worked there for more than four decades. According to the Los Angeles Times, she got her clothes from garage sales (as she never…

By Philip Levin, Esq. Individual Retirement Accounts (IRAs) were not designed by Congress to be wealth transfer vehicles. They were created to serve as a supplementary source of income for wealth accumulation purposes. Within the past few years, the IRS has issued final regulations with respect to the tax code section that created IRAs. These…

By Jack Killion Number 1: It’s a great way to have exceptional investment managers handling your self-directed IRA and non-IRA accounts. Number 2: Same as Number 1. Number 3: Same asNumbers 1 and 2. Aren’t we all looking for exceptionally talented investment professionals to help us manage our own assets? The simple fact is that some of…

By Joe Luby October 17th was the deadline to undo (technically “to recharacterize”) a Roth IRA conversion that was done in calendar year 2010. The law allows recharacterizations until October 15th each year, but this year the 15th fell on a Saturday so the deadline was bumped to Monday the 17th. Many IRA owners choose…

By Carl Fischer The situation: Times are tough, no doubt, for many Americans. The elderly are going through their retirements faster than expected because returns are minimal and have not yet fully recovered from the 2008 recession. The banks are not lending except to a few people who meet very specific criteria. Unemployment is not getting…

By Christopher Blasi Precious metals prices, particularly gold, have been in a period of price consolidation since the late summer. This current period has been characterized by sometimes violent price moves within a defined range. The net of this volatile action has resulted in neither a price breakout or reestablishment of a trend to either…