Jeff Nabers

 

Nabers Wealth     Solo 401k     ———

residential

Warning: Don't let administrators act as custodian – Part 3

*** This is Part 3 of a series about the dangers of letting an administrator act as custodian. Make sure you read Part 1 and Part 2 first to make sense of this post. *** The illegitimate custodian test Ask "Who should the check be payable to for the rollover contribution or transfer?" Ask "If my … [Read more...] about Warning: Don't let administrators act as custodian – Part 3

Warning: Don't let administrators act as custodian – Part 2

*** This is Part 2 of a series about the dangers of letting an administrator act as custodian. Make sure you read Part 1 first to make sense of this post. *** Signs that your custodian may not really be a custodian They sometimes call themselves an administrator. "Administrator" is an accurate … [Read more...] about Warning: Don't let administrators act as custodian – Part 2

Warning: Don't let administrators act as custodian

To have a self-directed IRA, unlike a Solo 401k, you must have a self-directed IRA custodian... and you should stay away from unregulated companies masquerading as a custodian. A self-directed IRA custodian is one that will have less investment restrictions than the more common tradition … [Read more...] about Warning: Don't let administrators act as custodian

Beating the Bubble Mentality

I recently talked to a real estate investor friend online who I have known for about 4 years. He started investing in the height of the housing bubble, and now I think he's finding it difficult to shed the "bubble mentality". In our conversation I did my best to cause him to question his perspective … [Read more...] about Beating the Bubble Mentality

Forced Appreciation

There's a questionnaire that I go through with my new customers over the phone, and in it I ask if forced appreciation is part of their investment strategy. Often I hear a response of "huh?" Forced appreciation belongs mostly to the world of commercial real estate. It's natural for the new real … [Read more...] about Forced Appreciation