Our publicist has done a great job getting the word out about Self-Directed IRAs, and my various writings and products related to independence, economics, investing, and freedom. But, alas, the time has come to replace our publicist. So here's what we're looking for: Very freedom/liberty-oriented … [Read more...] about Hiring new liberty-oriented PR specialist immediately!
Solo 401k
Is the Departure from 401(k) Perks a Bad Thing?
You can’t pick up a newspaper today without hearing bad 401(k) news: Companies have cut their 401(k) matches, lessening incentives for employees to make contributions. 401(k) fees are confusing and exorbitant. Employer-sponsored plans are filled with nothing but dog investments packaged for … [Read more...] about Is the Departure from 401(k) Perks a Bad Thing?
How to break America’s 401(k) addiction
[Contributed by reformedinvestor] This is my favorite excerpt taken from the interview between Steve Kroft of 60 Minutes and Brooks Hamilton, who Kroft interviewed in his expose on 401(k)s. Hamilton is an expert in designing retirement plans for large corporations. “The fact is that the … [Read more...] about How to break America’s 401(k) addiction
Bail Yourself Out
My new article on Forbes.com... -------------- For entrepreneurs, getting through these financially turbulent times may require some imaginative [read whole article on Forbes.com] … [Read more...] about Bail Yourself Out
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