AirBnB Investing with an IRA or 401(k)

What are the rules for holding an AirBnB investment in an IRA or 401k? Here’s how to take advantage of this opportunity and remain compliant.

Fix-And-Flip Due Diligence Checklist

Fix-And-Flip Due Diligence Checklist By Maggie Polisano, Co-Founder, CamaPlan LLC So, you want to flip a house. Congratulations! Fix-and-flip deals can be fun, exciting, and profitable . . . unless…

Coins in IRA Owner’s Possession Were Taxable Distributions

From TaxNotes Andrew McNulty et al. v. Commissioner ANDREW MCNULTY AND DONNA MCNULTY, Petitioners v. COMMISSIONER OF INTERNAL REVENUE, Respondent UNITED STATES TAX COURT Filed November 18, 2021 Each P…

Lesson From The Tax Court: How To Mess Up Your Checkbook IRA

By Bryan Camp The idea that freedom means control over your own destiny s arguably the most defining characteristic of American culture.  It is most certainly the basis on which various…

7 ways to help recession-proof your finances

These articles are not intended as investment or financial advice. Before making any investment decision, talk to your financial, tax, or legal advisers.   By: Sarah Foster * Please See…

Watch Out for Prohibited Transactions: These Are the Few Things You Can’t Buy in Your Self-Directed IRA

Self-directed IRAs allow you to invest in a whole lot more than traditional broker-managed IRAs, but there are a handful of things that are not allowed — some for obvious reasons. There…

Uncovering the Hidden Option of Self-Directed Investing

It’s 2019, and today, it’s all about getting ahead of tomorrow. You’re either starting to prepare for your financial future, or it’s already on the horizon. Of course, we’ve all…

Is a Self-Directed IRA Right For Me?

Just like retirement planning isn’t one size fits all, self-directed investing isn’t for everyone. But it’s good to know it’s out there. Our knowledge is always expanding. Needs and opportunities…

Why Tax-Deferred and Tax-Free Are the Best Ways to Invest

An old bit of (good) advice is that the best way to save money is to not spend it. We usually take that to mean curbing shopping sprees, eating at…

Why Your Brokerage Firm Likely Does Not Offer a True Self-Directed IRA

There are a few reasons investment management companies don’t recommend, or even offer, the option of self-directing your assets. For starters, we’ve noticed a general lack of education about nontraditional…