Blog

2020 Census Data and Real Estate Investing

Posted on: July 30, 2021   |   Category: Real Estate

What is the most important thing to look for in an investment property? Thousands of classes, experts, and even cartoons have hypnotized us with the mantra: location, location, location. However, that just begs the question. What exactly is it about a specific location that will be indicative of investment success? This is an important question for Self Directed IRA investors. Most private retirement investors can only get into a few […]

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5 Mistakes To Avoid When Choosing an Investment Property

Posted on: July 29, 2021   |   Category: Real Estate

A rental property is one of the most popular investments for a Self Directed IRA. However, these kinds of properties come with a unique set of challenges. On the one hand they tend to be a smaller asset and share a lot in common with buying a private home. On the other, they are income producing and investment oriented, and thus have a lot in […]

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What Investors Need To Know About Investing In Hedge Funds

Posted on: July 26, 2021   |   Category: In The News

About Professor Kevin R. Mirabile, C.P.A, D.P.S.:  Following last week, we are happy to share the second part of our interview with Dr. Kevin R. Mirabile, C.P.A., D.P.S. Dr. Mirabile received his B.S. in Accounting from S.U.N.Y Albany in 1983, M.S. in Banking and Finance from Boston University in 2008, and a doctorate in Finance […]

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An Introduction to SPACs

Posted on: July 23, 2021   |   Category: In The News

One of the newest assets to hit the investment markets is known as a SPAC, or Special Purpose Acquisition Company. SPACs are generating excitement both amongst regular investors, as well as those using Self Directed IRAs. Let’s take a dive into the world of SPACs and get educated about this unique asset.  SPACs – The Basics  A SPAC […]

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What Investors Should Know When Investing in Alternative Assets

Posted on: July 21, 2021   |   Category: In The News

This week we’re privileged to share the first part of our interview with Dr. Kevin R. Mirabile, C.P.A, D.P.S.  About Professor Kevin R. Mirabile, C.P.A., D.P.S.: Dr. Mirabile is a Clinical Associate Professor of Finance at Fordham University. Prior to becoming an academic, he held senior executive positions at Morgan Stanley and Barclays Capital in banking, trading, and asset management. Dr. Mirabile is the author of several […]

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Peter Thiel’s Roth IRA Is Erroneously Reported

Posted on: July 1, 2021   |   Category: In The News

In a recent report from ProPublica, the Roth IRA activity of Peter Thiel was portrayed as a massive gaming of the system. In short, the government gives various tax incentives to help Americans save for retirement, and Peter Thiel was able to take advantage of that to cheat the country out of well-deserved taxes. The facts themselves are certainly true: Peter Thiel is using […]

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Employee Spotlight: Gina Stoddard, Chief of Staff

Posted on: June 23, 2021   |   Category: In The News

Meet Gina Stoddard, Madison’s Chief of Staff. Gina joined the team about a year ago and has since been an integral part of developing our company’s culture. If you have worked with Gina, you know you can count on her to get the job done with a smile on her face. We sat down with […]

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The IRS Has Extended 2020 Retirement Account Contributions

Posted on: June 3, 2021   |   Category: In The News

The IRS has provided automatic tax deadline extensions to people on a state-by-state basis. This includes the deadline to make 2020 IRA contributions. The good news for you is that you may still have time to open an account and get a deduction for 2020. Find out below if your state qualifies for the extension. […]

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Investor Security – Part 1

Posted on: May 26, 2021   |   Category: In The News

Sometimes the greatest benefits can also pose the greatest challenges. In a Checkbook IRA, investors have the freedom to pursue the assets that make sense to them. With that freedom, though, comes an increased responsibility to do research. Investors have to look carefully at the proposed investment and see if it truly has the potential to be profitable in the […]

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5 Tips How To Reduce Your Tax Bill By Saving For Retirement

Posted on: April 21, 2021   |   Category: How To

Saving for retirement not only creates wealth for your future self, but it can also qualify you for tax breaks today. With the tax deadline extended until May 17, 2021 there is still some time to lower the amount of income tax owed this year. Here’s 5 tips on how to reduce your tax bill […]

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