Tag Archives: IRA

Still Don’t Understand Your Retirment Plan Options?

Owning a fully paid for rental property in your IRA or 401(k), professionally managed by a quality property management company, can offer an excellent monthly income stream that you cannot outlive. Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Retirement, Self-directed 401(k), Self-directed IRA, Taxes | Tagged , , , , , , , , , , , , | Leave a comment

How To Enjoy Tax Free Retirement Income (part2)!

This gives him an effective tax rate of 3% today, a rate he would likely never see during retirement. Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Regulation, Retirement, Self-directed 401(k), Self-directed IRA, tax free, Taxes | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

How To Enjoy Tax Free Retirement Income!

Most everyone is aware of the opportunities the Roth IRA provides in the way of accumulating tax deferred dollars and then enjoying tax free distributions. Of course this extends to owning real estate in your Roth IRA (or post-tax 401(k) … Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Retirement, Self-directed 401(k), Self-directed IRA, tax free, Taxes | Tagged , , , , , , , , , , , , , , , | Leave a comment

Buying Rental Real Estate With Your IRA or 401K

Yes you can direct your custodian or trustee to purchase investment real estate with your IRA or 401(k). If you have the right type of plan. A truly self directed IRA or 401(k) allows you the control over what you … Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Retirement, Self-directed 401(k), Self-directed IRA, Taxes | Tagged , , , , , , , , , , , , , | 1 Comment

What type of Self Directed Retirement Plans are there?

Self directed IRAs and 401ks can mean different things to investors vs. stock brokerages. Self directed IRAs have higher ongoing costs in comparison to Self directed 401ks. Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Regulation, Retirement, Self-directed 401(k), Self-directed IRA, Taxes, Uncategorized | Tagged , , , , , , , , , , , , , , , | Leave a comment

Giving up on Retirement?

A past article in USA Today (Market hurting returns on US retirement plans – May 16 2008) states that more than 25% of workers age 45 – 64 have postponed plans due to the sputtering economy. That was back in … Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Retirement, Self-directed IRA, Slef-directed 401k, Taxes, Uncategorized | Tagged , , , , , , , , , , | Leave a comment

Your Own 401(k) Plan (updated)!

I am asked often why I encourage clients to pursue establishing a self directed 401k plan. To put it quite simply, it is best plan available for the self employed. If you can qualify for a self-directed 401(k) plan, you … Continue reading

Posted in Financial, Investment, Taxes | Tagged , , , , , , , , | Leave a comment