Self-Directed IRA Blog | Investment and Retirement News from Entrust

Dec 19, 2024

Stand Out As a Financial Advisor With Advanced Tax-Planning and Self-Directed Investments

Level up your financial advisor practice by incorporating tax-advantaged planning and offering your clients highly-tailored, self-directed investments.

The Entrust Group

Feb 28, 2022

Entrepreneur Boom Fuels Private Equity and Private Lending Opportunities for Self-Directed IRA Investors

The changing landscape is providing more opportunities for self-directed IRA investors to invest with private equity and debt-based investments.

The Entrust Group

Feb 07, 2022

A Self-Directed IRA Fulfills Ethan's Dream of Investing in a Farm

Learn about how Entrust client, Ethan Stool, used a self-directed IRA to invest in a successful farm in Texas.

The Entrust Group

Jan 31, 2022

I Never Knew I Could Invest In That: Knowledge and Opportunity Are the Real Keys to Financial Wellness

Financial wellness is about knowledge and opportunity. Learn ways to invest your retirement funds in alternative investments with a self-directed IRA.

The Entrust Group

Jan 07, 2022

Educating Yourself is the Key to Financial Wellness in 2022

Start your financial year right with Entrust's Learning Center, and learn everything about investing in alternative investments with a self-directed IRA.

The Entrust Group

Dec 21, 2021

Exciting Advancements for SDIRA Investors at Entrust: 2021 Review

We've had an exciting year at Entrust. Check out our new website and how we make it easy for clients to invest their way with self-directed accounts.

The Entrust Group

Oct 19, 2021

What do Jack-O-Lanterns and Self-Directed IRAs Have in Common?

Ever wonder if a SDIRA is a good investment strategy for you? Find out how you can design an investment portfolio based on your goals and experience.

The Entrust Group

Oct 01, 2021

Disruptive Real Estate Trends & How to Capitalize On Them: Part 2

Learn how technologies like AR, blockchain, and big data are shaking up the real estate investing landscape with the CEO of Grocapitus, Neal Bawa.

Neal Bawa

Sep 23, 2021

Disruptive Real Estate Trends & How to Capitalize On Them: Part 1

Insights from Neal Bawa on five recent disruptive trends in real estate investing and how to leverage your investment portfolio to capitalize on them.

Neal Bawa

Sep 17, 2021

Top Real Estate Investment Strategies to Leverage your SDIRA

A SDIRA real estate investment strategy can become a reality with a direct purchase, a non-resource loan, partnering, or investing through an LLC.

The Entrust Group

Aug 26, 2021

Introducing the Entrust Mobile App: Your SDIRA On-The-Go

Want to manage your Self-Directed IRA (SDIRA) on-the-go? Download the Entrust mobile app and invest with your SDIRA from anywhere.

The Entrust Group

Jul 20, 2021

4 Investment Trends to Help You Diversify Your Portfolio

Looking for a new asset to invest in? See 4 investment trends that are gaining popularity with self-directed IRA holders.

The Entrust Group

May 21, 2021

10 Terms Real Estate Investors Should Know

If you’re new to the real estate investing landscape, here are some terms that will aid your understanding.

The Entrust Group

May 04, 2021

Ready, Set, Invest in Real Estate

A roundup of our best real estate articles to get you up and running with real estate investments.

The Entrust Group

Apr 19, 2021

Spring Cleaning Your Finances

Spring has arrived. It’s time to shake off winter, tidy up, and get your home in order.

The Entrust Group

Apr 12, 2021

Here’s the Commercial Real Estate Investment You’ve Been Overlooking

High income potential and low overhead — it’s a combination every investor loves to hear about—and one that self-storage has the potential to provide.

The Entrust Group

Mar 29, 2021

5 Female Financiers You Should Know

Investing and finance is often seen as a man’s game, but what about the women in the scene? Here are 5 influential female investors you should know.

The Entrust Group

Mar 18, 2021

What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

The IRS announced the deadline to file 2020 taxes has been extended from April 15 to May 17, 2021 due to hardships caused by the COVID-19.

The Entrust Group

Feb 26, 2021

Investing in What You Value: ESGs

ESG stands for environmental, social and governance. ESGs are based on environmental, social, and governance factors and their potential for returns.

The Entrust Group

Feb 22, 2021

3 Things You Need to Know About Qualified Charitable Distributions

Qualified charitable distributions through self-directed IRAs are now tax-exempt for 2016 and beyond. This is what you need to know.

The Entrust Group

Feb 12, 2021

Do You Have What it Takes to Become an Angel Investor?

Angel investors are typically high net-worth individuals interested in riskier investments. The cash they use to invest is their own.

The Entrust Group

Jan 26, 2021

Cost of Living Adjustments in 2021 and How They Affect Your IRA

COLAs are announced by the IRS every fall. The amount you can contribute to your IRA or deduct on your tax return can change based on the year’s COLAs.

The Entrust Group

Jan 08, 2021

Your Tax Strategy for 2021

Getting ready to file your tax return? Here's a post-tax routine to simplify your 2021 taxes.

The Entrust Group

Dec 16, 2020

Reporting Common IRA Transactions on Individual Tax Returns

Let’s take a look at some of the most commonly asked questions about IRA transactions.

The Entrust Group

Dec 02, 2020

The Easy Way to Pay Your Real Estate Investment Expenses

Paying for expenses when you, yourself own a property is a no-brainer. Paying expenses on a property your IRA owns requires a little more forethought.

The Entrust Group

Nov 25, 2020

Fair Market Valuations: What They Are and How To Report Them

The fair market value of an IRA must be reported to the IRS by December 31 each year.

The Entrust Group

Oct 29, 2020

Looking for New Investment Ideas? Meet Entrust Connect

Our online marketplace, Entrust Connect allows you access to private offerings that other Entrust clients have invested in.

The Entrust Group

Oct 22, 2020

Want to Help Local Businesses? Consider Crowdfunding

If you have funds in your Self-Directed IRA to spare, you can use them to invest in businesses of your choosing.

The Entrust Group

Sep 24, 2020

A Better Way to Invest in Your Child’s Education

Regardless of the age your child is now, it’s likely that you’ll need to make a monetary investment in their education eventually.

The Entrust Group

Sep 11, 2020

How Changes in the SECURE Act Affect Qualified Charitable Distributions

Deductible Traditional IRA contributions made at age 70 ½ and older will reduce an individual’s eligibility for Qualified Charitable Distributions.

The Entrust Group

Aug 21, 2020

Investing in Gold: Where to Stash It

Hint, hint: definitely, not at your house.

The Entrust Group

May 22, 2020

Self-Directed IRA Rules

Knowing and abiding by the laws that govern your Self-Directed IRA is up to you. Here are the essential rules you need to know.

The Entrust Group

Apr 22, 2020

6 Obstacles That Might Prevent You From Opening a Self-Directed IRA

Opening a Self-Directed IRA is simple, but if your investment strategy conflicts with how SDIRAs work, you might need to review your strategy.

The Entrust Group

Apr 08, 2020

How to Increase Your Portfolio’s Resilience During the COVID-19 Pandemic

The recent stock market has some investors worried about their retirement investments. Investors who have non-traditional investments are less concerned.

The Entrust Group

Mar 27, 2020

How the CARES Act Affects Retirement Plans

The CARES Act was signed into law on March 27. The bill's provisions will assist IRA and employer sponsored plan participants during the COVID-19 pandemic.

The Entrust Group

Mar 17, 2020

Required Minimum Distributions Have a New Starting Age

Prior to tax year 2020, IRA holders (except those with Roth IRAs) had to start taking RMDs once they reached the age of 70 ½.

The Entrust Group

Mar 04, 2020

You Might Want to Rollover Your Old 401(k) into an IRA—Here’s Why

Untouched funds won't help you achieve your investment goals, but rolling them over into a Self-Directed IRA and diversifying your portfolio just might.

The Entrust Group

Feb 19, 2020

Age Limits on Traditional IRA Contributions? Not Anymore

Thanks to the SECURE Act of 2019, the age barrier to making Traditional IRA contributions will no longer be an issue as of tax year 2020.

The Entrust Group

Jan 07, 2020

What IRA Holders Should Know About the SECURE Act

Here’s a breakdown of some of the more significant changes of The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)...

The Entrust Group

Dec 18, 2019

Advisors: Here’s Why You Should Up Your Alternative Investment Game

Alternative assets are a growing trend. The alternative investment industry is expected to grow by 59% by the year 2023.

The Entrust Group

Nov 13, 2019

The IRS Announces IRA Contribution Limits for 2020

The IRS released the IRA contribution limits and income thresholds for 2020. Use the chart to determine your IRA contribution and deduction limitations.

The Entrust Group

Oct 30, 2019

Here’s What Spooks People About Investing in Retirement

People have a lot of fear around saving for retirement. It’s a shame--fear is limiting. Let's see if we can dispel some of those fears.

The Entrust Group

Oct 16, 2019

Why You Need to Invest in Your Retirement

Investing is crucial not only because it puts your savings to work, but because it helps your retirement nest egg keep up with inflation.

The Entrust Group

Oct 09, 2019

Your Distribution is Taxable in the Year It’s Distributed

Many people think that a distribution check isn’t taxable until it’s cashed—this is false. A distribution is taxable in the tax year it is distributed.

The Entrust Group

Sep 25, 2019

Here’s What You Can Do With Your Account Earnings

The truth is your earnings along with the cash from your initial investment are just more capital you can invest.

The Entrust Group

Sep 12, 2019

How to Invest in Gold With an IRA

If you’re one of the millions of people who’s been trolling the web for information lately, asking yourself, “Should I invest in gold?” Take a seat.

The Entrust Group

Sep 06, 2019

Offshore Real Estate Investors: Here's Your Due Diligence in 6 Steps

With more and more Americans purchasing offshore real estate, whether for investment purposes or living abroad after retirement—due diligence is critical.

The Entrust Group

Aug 14, 2019

Self-Direction and Real Estate Notes: Part 2

In our second installment of Self-Direction and Real Estate Notes, we discuss performing, non-performing, and unsecured notes.

The Entrust Group

Aug 08, 2019

10 Reasons We Love Roth IRAs (And You Should Too)

Most people know what a Traditional IRA is, yet many aren’t aware of the Roth IRA. Here are 10 reasons we think you should check out the Roth IRA...

The Entrust Group

Jul 31, 2019

How Much Money Do You Need to Retire? Consider These 4 Factors

The general rule of thumb is that you need 80% per year of your pre-retirement income to retire comfortably, but most Americans lack adequate savings.

The Entrust Group

Jul 17, 2019

How to Purchase That Asset You Can't Quite Afford

If you find a great investment but don’t have quite enough money in your IRA to make the purchase -- there are ways to make your IRA balance go further.

The Entrust Group

Jul 10, 2019

Recent Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

An individual's IRA engaged in prohibited transactions and lost its IRA status. The court ruled that the IRA was no longer exempt from creditors.

The Entrust Group

Jul 03, 2019

SDIRA 101: Your Self-Directed IRA Basics

All IRAs abide by the same laws and possess the same capabilities. What separates a Self-Directed IRA from the rest is merely this: access and control.

The Entrust Group

Jun 10, 2019

Self-Direction and Real Estate Notes: Part 1

Investing in real estate notes offers many of the same advantages as investing in real estate, but without the disadvantages.

The Entrust Group

Jun 06, 2019

The Diversification Advantage You're Looking For Is Right Here

Owning equities in 5 large-cap tech companies isn’t real diversification. On the surface, diversification is about owning assets in a variety of classes.

The Entrust Group

May 30, 2019

What You Need to Know About Accredited Investors

Here are some important things to know about accredited investors and how becoming one might influence your Self-Directed IRA investment strategy.

The Entrust Group

May 09, 2019

How to Choose Your SDIRA Provider FAQ Guide

New to the self-directed IRA space? You may have seen terms like administrator or custodian. Read this article to learn what services each provides.

The Entrust Group

May 07, 2019

Preparing for the Effect Divorce Can Have on Your Retirement Savings

Proper planning can help you mitigate divorce-related damage to your retirement dollars. A few things to consider when planning your retirement savings...

The Entrust Group

May 06, 2019

Limited Liability Companies as a Self-Directed IRA Strategy

Creating an IRA LLC is one strategy IRA investors can use to purchase real estate or other types of assets. This gives the investor checkbook control.

The Entrust Group

Apr 04, 2019

Are Airbnb investment properties in your self-directed IRA taxable?

Self-directed IRA holders take advantage of short-term rentals. Learn how to avoid paying taxes on the income generated from Airbnb investment properties

The Entrust Group

Mar 13, 2019

Why Health Savings Should be Part of Your Retirement Plan

Discover how you can contribute to a tax-advantaged HSA, a resource in retirement planning, to minimize the financial impact of health-related expenses

The Entrust Group

Mar 06, 2019

401(k) or IRA? Why Smart Investors Use Both

Which retirement vehicle should you use to save for a secure retirement-an employer 401(k) or an Individual Retirement Arrangement (IRA)? Here the Answer!

The Entrust Group

Feb 11, 2019

Understanding IRA Tax Benefits

Learn how contributing to an IRA can provide an opportunity for individuals to increase their retirement savings through tax benefits.

The Entrust Group

Feb 08, 2019

Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

Conducting an annual financial checkup sets you up to take the right steps today to build a strong foundation for your financial wellness.

The Entrust Group

Jan 17, 2019

The New Tax Law and How It'll Affect Taxpayers in 2019

Changes in tax laws were enacted for tax year 2018, and his post addresses common questions from those deciphering their impact.

The Entrust Group

Jan 08, 2019

You Asked, We Answered: Top 10 Self-Directed IRA Questions from 2018

Participants who attended our monthly webinar had the opportunity to ask the top most frequently asked questions about self-directed IRAs.

The Entrust Group

Jan 07, 2019

Open a Self-Directed IRA Now to Build Your Tax-Advantaged Retirement Savings

There are many benefits to starting your retirement savings early in the year. Investors and others who want to save for retirement can.

The Entrust Group

Jan 06, 2019

Looking Ahead to 2019: What It Means for Your Retirement

2019 has some significant changes in store for retirement accounts. Here is a rundown of what you should be aware of as you plan ahead...

The Entrust Group

Jan 03, 2019

Why Smart Investors Use The Entrust Group For Their Alternative Investments

The Entrust Group likes to put you in control of your investments. That is at the heart of self-direction. Being of client of Entrust includes...

The Entrust Group

Nov 06, 2018

You Asked, We Answered: Ways to Protect Your Self-Directed IRA From Fraud

Attendees on our monthly webinar were able to ask questions about protecting their self-directed IRAs. What many investors need to learn...

The Entrust Group

Nov 05, 2018

Guide: Reporting Your Fair Market Valuation

Every year, the IRS requires a report of the value of your IRA assets, here's a guide on how to report your fair market valuations:

The Entrust Group

Oct 26, 2018

7 Essential Tips for Taking Distributions From Your Self-Directed IRA

There are several rules, and we walk you through the important ones to avoid unnecessary fees and fines.

The Entrust Group

Oct 19, 2018

How Retirement Might Look Without a Savings Plan

What would happen if you attempted to retire without a savings net?

The Entrust Group

Oct 10, 2018

Test Your Knowledge: A Pop Quiz for Self-Directed Investors

At The Entrust Group, we pride ourselves in investor education. Our first ever "pop-quiz" tests your knowledge about IRA basics. Take the quiz to see if...

The Entrust Group

Oct 09, 2018

Where Are You On Your Journey to Retirement?

As we gear up for National Retirement Security Week on Oct. 15 - 21, we can't help but think about the journey to get to the destination.

The Entrust Group

Sep 30, 2018

5 Reasons to Use a Self-Directed IRA to Invest in Real Estate

Self-directed IRAs are the only retirement arrangements that allow individual investors the freedom to pursue alternative investments, such as real estate.

The Entrust Group

Sep 28, 2018

4 Frequently Asked Questions about Self-Directed IRA Distributions

FAQs about required minimum distributions for self-directed IRAs for the December 31st deadline

The Entrust Group

Sep 24, 2018

Choosing a Depository for Your Precious Metals Investment

Here's what you need to know when choosing a depository for your precious metals investment...

The Entrust Group

Sep 20, 2018

You Asked, We Answered: How to Use Your Retirement Funds to Invest in Offshore Real Estate

Participants in our monthly webinar had the opportunity to ask questions about using retirement funds to invest in offshore real estate.

The Entrust Group

Sep 11, 2018

Selecting the IRA Plan That Works Best For You

Do you have a retirement saving strategy? It’s never too early to start planning. You have many options with a self-directed IRA.

The Entrust Group

Sep 04, 2018

Which International Central Banks Own the Most Gold and Why?

Which country owns the most gold, how much and where? Let’s take a look at which countries hold gold and why...

The Entrust Group

Sep 02, 2018

What Investors Need to Know About Unrelated Business Income Tax (UBIT)

The acronyms UBTI and UBIT are often used interchangeably, but what do they really mean? It's important for investors to know...

The Entrust Group

Aug 24, 2018

Avoiding Offshore Investment Scams with Due Diligence

Due diligence is especially important for investors considering offshore real estate investments. Investors can find themselves in these tricky situations.

The Entrust Group

Aug 09, 2018

A Day in the Life: Client Services at The Entrust Group

Completing a fair market valuation (FMV) for your SDIRA fulfills IRS rules and can empower you to make more informed decisions with your portfolio.

The Entrust Group

Aug 08, 2018

Gain More Control Over Your Self-Directed IRA with

As an IRA owner, checking provides investment freedom and makes it easier to achieve your investment goals. Learn how to use Checkbook Control

The Entrust Group

Aug 07, 2018

Understanding Stocks as a Retirement Investment Vehicle

Understanding methods of how companies raise capital for growth and/or operational continuance gives investors the different types of investments made available through companies. In this article, we take a look at stocks and bonds...

The Entrust Group

Aug 03, 2018

You Asked, We Answered: Self-Directed IRA Live Q&A for Investors

Attendees of our monthly webinar had the opportunity to ask beginner and advanced questions about self-directed IRAs, retirement investing, LLCs and more.

The Entrust Group

Jul 27, 2018

How an Education Savings Account Pays for Your Child's Education (Tax-Free)

With school starting again, it's time to think about Coverdell ESAs. It's a way to save for a child's qualified education expenses on a tax-free basis.

The Entrust Group

Jul 11, 2018

You Asked, We Answered: 2018 Real Estate IRA Investment Trends and Insights

Attendees of our monthly webinar had the opportunity to ask questions about emerging real estate investment trends and real estate IRA basics...

The Entrust Group

Jul 10, 2018

Entrust Employee Profile: Joshua

Meet Joshua, he's a Client Services Associate at Entrust who loves to produce and remix music in his very own music studio. Let's learn more about him...

The Entrust Group

Jun 27, 2018

5 Professionals Who Can Grow Their Business with Self-Directed IRAs

You can grow your business by incorporating the flexibility of self-directed retirement plans into your strategy. Find out how you can benefit Here

The Entrust Group

Jun 13, 2018

Diversifying Your Investment Portfolio? How to Invest Your Retirement Funds in Private Placements

If you're looking to diversify your investment portfolio, private placements allow investors to invest in privately-held entities. You can...

The Entrust Group

Jun 07, 2018

Entrust Employee Profile: Kim

Kim is a California native with a brown belt in Okinawan Shorin-Ryu Karate. She's been with TEG for 4 years and counting. Learn more about her!

The Entrust Group

Jun 06, 2018

New Study: Entrust Reveals 2018 Real Estate IRA Trends

Every year we release a Real Estate IRA trends and insights report, and this year, we've included more information than ever before. This report has...

The Entrust Group

Jun 05, 2018

3 Reasons Why Gold Doesn't Collapse Like the Stock Market

Why gold will survive the next market crash? Explore with Self-directed IRAs the potential of adding gold to your retirement savings investment strategy.

The Entrust Group

May 31, 2018

You Asked, We Answered: Yield Alternatives for IRA Investors - Real Estate Investment Trusts (REITs)

Some investors love the tangible nature of land and property, while others prefer to own shares in a REIT to avoid the hassles of being a landlord.

The Entrust Group

May 29, 2018

You Asked, We Answered: 3 Real Estate Investment Strategies Self-Directed IRA Investors Could Benefit From

In last month's You Asked, We Answered, we discusses 3 real estate investment strategies for self-directed IRA investors. These 3 strategies can lead to...

The Entrust Group

May 22, 2018

Beginning to End: Success Stories of 3 Real Estate IRA Investors

With a self-directed property IRA, you can invest your retirement savings in all kinds of property and property-related assets. Let's see 3 success stories

The Entrust Group

May 01, 2018

Entrust Employee Profile: Emily

Meet Emily, she's a California native who enjoys Olympic weightlifting and spending time with her dog Doris. Learn more about her...

The Entrust Group

Apr 30, 2018

4 Ways to Maximize Your Retirement Plan After Age 70

In this article, we'll discuss four important aspects of retirement planning after 70 including required minimum distributions, social security, contributions and legacy planning. Learn more...

The Entrust Group

Apr 05, 2018

There's More to the Roth IRA Than Meets the Eye

The tax benefit of a Roth IRA is that all earnings, including interest, capital gains, and dividend income, grow tax-free. But there's a lot more...

The Entrust Group

Apr 03, 2018

6 Last-Minute Moves to Help you Save Before Tax Day

If you've already filed your taxes, you may be in the clear. But if you haven't filed yet, here are six last-minute moves you can make to save this year...

The Entrust Group

Apr 03, 2018

You Asked, We Answered: Transfers vs. Rollovers - Which One is Right for You?

The differences between a rollover and a transfer are important when moving your funds from a 401(k) to a self-directed IRA with TEG. Here's our Q&A...

The Entrust Group

Apr 02, 2018

Entrust Employee Spotlight: Mindy

Meet Mindy, she's an Business Development Manager at The Entrust Group who loves a good adrenaline rush! Continue reading to learn more about her...

The Entrust Group

Mar 23, 2018

What Does it Mean to Invest in Mortgage Notes?

Are you an investor who has heard about investing in mortgage-backed securities but is not sure what it really means? Read this article Now!

Richard Thornton

Mar 12, 2018

You Asked, We Answered: Taxes on Your Retirement Plans with Expert John Paul Ruiz

This webinar will answer questions about the different types of individual retirement accounts, as well as employer-sponsored plans and their tax benefits.

The Entrust Group

Mar 09, 2018

Entrust Employee Spotlight: Esme

Meet Esme, she's an Executive Administrative Assistant who is originally from San Deigo! Learn more about her...

The Entrust Group

Feb 08, 2018

Recent Stock Market Events Highlight The Importance of Diversification

On February 5, 2018, the stock market plunged to an all-time low. Investors are worried about their stocks and bonds. This move will alleviate that worry.

The Entrust Group

Feb 08, 2018

5 Tips to Help You Save for Retirement

Trying to save for retirement in 2018? We understand that the beginning of the year is usually a time to plan how you want to save, so here are some tips.

The Entrust Group

Feb 06, 2018

Timely Tips: Contribution Deadlines for Small Business Owners [March & April]

Deadline dates for small business owners who hold IRA accounts, for the months of March and April 2018.

The Entrust Group

Feb 05, 2018

Entrust Employee Spotlight: Vanessa C.

Meet Vanessa, she's an Alternative Assets Associate for Entrust who has 13 tattoos! Learn more about her...

The Entrust Group

Feb 02, 2018

You Asked, We Answered: Tax Cuts and Jobs Act of 2017 and its Effect on Retirement Plans

Here are the frequently asked questions from our webinar on the Tax Bill and Jobs Act of 2017 and how it affects retirement and other tax-advantaged plans.

The Entrust Group

Feb 02, 2018

Funding Your IRA with a Rollover - Here's How It's Done

Are you ready to roll over your 401k funds to a self-directed IRA? We've made the process easier for everyone! Here's how it's done...

The Entrust Group

Jan 29, 2018

A Taxing Time of Year: 7 Tips to Help You Prepare

The year is starting and that means tax season has already begun. This year, the April 17th tax deadline is fast approaching. Are you prepared?

The Entrust Group

Jan 15, 2018

How Investors Take Advantage of Self-Direction With Entrust

8 out of 10 TEG customers are happy to be with us. Why is that? They want more investment options and control over their savings and investments.

The Entrust Group

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Non-Recourse Financing: Benefits and Considerations

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How to Rollover a 401(k) to a Self-Directed IRA in 2024-2025

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State-by-State Capital Gains Tax Rates for 2025

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7 Tax Benefits of Real Estate Investing

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Give Back With Qualified Charitable Distributions (QCDs)

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Self Directed IRA for Real Estate: Benefits, Risks, & Next Steps

90 Self-Directed IRA Investment Options

IRS Unveils Increased 2025 IRA Contribution Limits

IRA Transfer vs. Rollover: What's the Difference?

8 Popular Questions About Required Minimum Distributions

The Upside of Fair Market Valuation for Savvy Investors

Retirement Planning Tips for Every Age: 20s, 30s, 40s, 50s, and 60s

Private Lending is the Passive Income Strategy You May Have Overlooked

How to Avoid Self-Directed IRA Prohibited Transactions

What Exactly is a DSCR Loan?

Structured Settlement Investments: Example, Benefits, and Risks

Top 3 Questions IRA Holders Have About Property Taxes

The Ultimate Guide to Mortgage Note Investing

How to Invest in Real Estate with Your 401(k) Funds

Qualified Purchaser vs Accredited Investor

6 Types of Real Estate Investments to Navigate the Housing Shortage

What is a Checkbook LLC?

Who is Considered a Self-Directed IRA Disqualified Person?

6 Private Equity Exit Strategies for PE Investors

Tax Tips for Self-Directed IRA Holders

Avoid These Common Investment Scams

7 Essential Self-Directed IRA Real Estate Rules

TVPI vs MOIC: Essential Metrics for Private Equity Investors

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When a Roth IRA Meets Real Estate Investing

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Taking Pride of Ownership in South Carolina Real Estate

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Legacy Planning Guide for IRA Holders and Their Beneficiaries

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SEP IRA vs SIMPLE IRA for Small Business Owners

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Investing in AI in 2024 and Beyond

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Mineral Rights Investments: November Webinar Wrap

Should You Invest During a Recession?

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Achieving Financial Security Through Diversification and Due Diligence

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Redefining Investing Success with Single-Family Homes in Los Angeles

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Choosing a Depository for Your Precious Metals IRA Investments