Self Directed IRA Solo 401k

Tax Return for UBIT – Does your retirement plan own leveraged real estate or an active business?

Just a quick, last-minute reminder... If your IRA owns mortgage-leveraged real estate, you owe UBIT. If your IRA or 401(k) owns an active business structured as a pass through entity (such as an LLC or partnership), you owe UBIT. If your 401(k) owns mortgage-leveraged real estate AND the … [Read more...] about Tax Return for UBIT – Does your retirement plan own leveraged real estate or an active business?

Book Announcement: UNLIMITED INVESTING

In case you haven't heard through the grapevine, my new book, UNLIMITED INVESTING With a Self-Directed IRA LLC or Solo 401(k): Break Free From Wall Street To Build Real Wealth With Alternative Investments, will be available soon. I've joined … [Read more...] about Book Announcement: UNLIMITED INVESTING

Is my home an investment?

Recently I received a question from somebody looking into self-directed IRA/401(k) investment for themselves. They said, "I ran this by my financial planner in New York who said to roll over my IRA to put some of its money into my home is illegal." This statement is technically correct. Putting IRA … [Read more...] about Is my home an investment?

Eric Wikstrom does not work for Nabers Group

Just a quick announcement: Eric Wikstrom doesn't work for Nabers Group. In December an employment agreement was reached for him to work for Nabers Group starting January 1, and the news was leaked to a few people - I'm not sure how many. But, ultimately, the employment was not followed through … [Read more...] about Eric Wikstrom does not work for Nabers Group

S&P Price-to-Earnings Ratio Says Market is Still 70% Overpriced

If you are choosing to stay in the stock market right now because of any of the following reasons... It is poised to bounce back You don't want to close out losing positions Stocks are cheap right now ...then the simplicity of the following information may shock you. Last week … [Read more...] about S&P Price-to-Earnings Ratio Says Market is Still 70% Overpriced