Category: How To

How To Invest in a Foreign Property with a Self Directed IRA – Part 3

Posted on: October 13, 2021   |   Category: How To

Which countries are amenable to retirement investing?  Many have their Self Directed IRA explore international property because they want a new home after they retire. If that’s the case for you, then it pays to research beforehand the countries that may be your best destination. When you look into these countries, you actually have to pay attention to two very different aspects.  Investing potential – How easy will it be for your Self Directed IRA to […]

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How To Invest in a Foreign Property with a Self-Directed IRA – Part 2

Posted on: October 11, 2021   |   Category: How To

Caution tips for small investors  In Part 1 of this series we discussed two important questions:  Why is a Self-Directed IRA is a good fit for foreign real estate investing?  What kind of Self-Directed IRA makes these investments possible?  In this installment, we’ll focus on caution points in the foreign real estate arena. If you’re looking to invest in an international property with a Self-Directed IRA, chances are this may be your first time […]

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How To Invest in a Foreign Property with a Self-Directed IRA – Part 1

Posted on: October 8, 2021   |   Category: How To

Why do investors choose international assets? Why do Self Directed IRA custodians not hold foreign properties?   Thinking about international property  One of the key advantages of utilizing a Self Directed IRA is the ability to diversify better. In a classic IRA, the account holder can diversify within the asset class of market products (e.g. mutual funds.) With a Self Directed IRA, the […]

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How To Fund Your Self Directed IRA

Posted on: September 29, 2021   |   Category: How To

Congratulations! You have selected to open a Self Directed IRA and begin your journey to a richer retirement. You have already filled out an account application and are ready to start investing in the alternative asset of your choice. The next step is to fund your Self Directed IRA account, which can be done in a variety of ways.    […]

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How To Minimize Tax Payments for RMDs

Posted on: September 1, 2021   |   Category: How To

As your Self Directed IRA saves for retirement, you are probably receiving regular statements as to the size of your nest egg. Those statements can provide a nice number, but they may not be accurate. If you have a Traditional retirement account (as opposed to a Roth), then you might be looking at a large tax bill when you start taking Required Minimum Distributions. Why should that be the […]

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How to Evaluate a REIT

Posted on: August 27, 2021   |   Category: How To

REITs are a popular investment for Self Directed IRAs. They are usually not accessible from standard brokerage platforms, yet they provide a more structured venue for real estate investing. For investors who want to get into real estate but don’t necessarily want to personally manage a property, a REIT can be the perfect option.   For an introduction to investing in REITs with a Self Directed IRA, please […]

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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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How To File Tax Forms for a Self Directed IRA

Posted on: October 28, 2020   |   Category: How To

‍ Investing with a Self Directed IRA comes with several responsibilities. One important task all IRA accountholders must perform is filing tax forms. The good news is that you’re not alone. Madison will be submitting some of the forms, and can help keep you informed with the rest. Below is a break-down of what needs to be reported and how to file tax forms […]

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How To Purchase Real Estate with a Self Directed IRA

Posted on: October 19, 2020   |   Category: How To

Real estate continues to be a popular topic. From house flipping television shows to your friend renting out an apartment, and on to a young couple moving into a house next door. This prevalence has led to real estate becoming one of the most popular alternative investments. Are you looking to get in on the action? Let’s explore how to purchase real […]

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How To Invest in a Startup with a Self Directed IRA

Posted on: September 29, 2020   |   Category: How To

There are millions of startup companies in the world. Many have the high hopes of being the next Facebook, SpaceX, or Airbnb. Unfortunately, most startups are not as successful as these companies. The reality is that most startups do not have enough funds to finance their company. Many founders turn to family and friends, venture capitalists, and angel investors to […]

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