Making a Killing And A Difference, Investing in Residential Assisted Living

Decisions, decisions.  You could own a few rental houses and make a few hundred bucks in cash flow per month.  Or … you could own a ten-bed residential assisted living…

An IRA Solution for High Earners: The Backdoor Roth IRA

The backdoor Roth IRA strategy allows high-earning individuals to keep a powerful retirement strategy working for them — taking after-tax income (taxed at what might be bargain rates) and allowing them to grow tax-free, often over the course of decades.

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 Pro Tips from Maggie Polisano, Co-Founder, CamaPlan LLC So, you want to flip a house. Congratulations! Fix-and-flip deals can be fun, exciting, and profitable . ….

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…