self directed

Where to Find Reliable Self Directed IRA & 401(k) Information

I ran across something today that may surprise you. I was reminded of why I founded the IRA Association of America. I hear some of the craziest things from prospects and new customers, such as "My understanding is that my IRA can loan money to a Corporation I own part of." "I've heard that my … [Read more...] about Where to Find Reliable Self Directed IRA & 401(k) Information

The Collapse of the Dollar & How to Profit From It

I just got done interviewing John Rubino, co-author of The Collapse of the Dollar - Make a Fortune by Investing in Gold & Other Hard Assets, and it was quite interesting. Rubino stated that: Over the last 7 years the stock market has dropped [as significantly] as it did during the Great … [Read more...] about The Collapse of the Dollar & How to Profit From It

Hot Topic – Checkbook Control / IRA LLC

I work in the field of Self Directed IRAs & 401(k)s. Based on the phone calls and emails we receive, by far the most discussed topic is checkbook control. Some people want it; others don't. Some service providers support it; others discourage it. What is it? What most people are referring to … [Read more...] about Hot Topic – Checkbook Control / IRA LLC

Precious Metals for Keeps

With gas prices and virtually every other cost of living rising, responding to the declining dollar is something we all have probably thought about by now. One option available to us all is precious metals: namely gold, silver, and platinum. The trick with getting metals into a retirement plan is … [Read more...] about Precious Metals for Keeps

Green from Green

In case you haven't heard about the latest buzzword, it's "green". Green living, green cars, green houses, green lifestyle, and now - green investing. The mutual fund market has been quick to provide a push button conscience cleaner - SRI (Socially Responsible Investing) index funds. Let's take a … [Read more...] about Green from Green

Real Estate in the Wild West

"Buying foreign real estate is kind of like buying real estate in the Wild West. 150 years ago they probably didn't have an MLS, local board of Realtors, or disclosure laws," says foreign investment specialist Tom Phelan. I had the chance to catch up with him today and pick his brain. As described … [Read more...] about Real Estate in the Wild West

Eliminating securities problems – Part 2

I previously discussed what a security is and who are accredited investors. Non-accredited investors are typically excluded from most syndicated private placements. This is part of the cause of the investor isolation in the self directed IRA/401k marketplace. The stock market's growth has been … [Read more...] about Eliminating securities problems – Part 2

Eliminating securities problems – Part 1

There's a case (the Howie case - can somebody provide me a good link that explains it?) that defines a security as an investment contract in which a person invests their money into a pool and expects to receive a profit solely from the efforts of others. So typically, when a person invests in … [Read more...] about Eliminating securities problems – Part 1