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Self Directed IRA Articles

The Second Golden Rule of Investing with Self-Directed IRAs: Beware of Prohibited Transactions

Posted by Jack Callahan on Sep 20, 2017 8:29:10 AM

Prohibited transactions are dealings your IRA must avoid to comply with IRS regulations that govern retirement plan investments. If you self-direct an IRA, it is your responsibility to understand what these transactions entail and to avoid them at all costs. Failure to do so can dramatically affect the tax-sheltered status of your account.

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Topics: Self-Directed IRA

The First Golden Rule of Investing with Self-Directed IRAs: Avoid Disqualified Persons

Posted by Jack Callahan on Sep 18, 2017 8:11:20 AM

Investors who understand and follow rules that govern IRAs have one thing in common: They rarely get in trouble with the IRS. 

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Topics: Self-Directed IRA

Tips on Loan Underwriting for Private Lending Investments in Your IRA

Posted by Jack Callahan on Sep 5, 2017 7:52:44 AM

This is a guest blog written by Doug Smith of Castle Rock Capital Management

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Topics: Private Lending, Self-Directed IRA, Guest Blog Article

Retire on Your Terms Using a Self-Directed IRA

Posted by Jack Callahan on Aug 28, 2017 12:52:25 PM

Thinking about retirement is important. Saving for retirement is even more so. Will you outlive your income? Will you be able to afford health care when you retire, if you get sick? Will your children and family have to care for you should you be unable to care for yourself? These worries are based in reality now that Americans are living longer, pensions are dwindling, and Social Security hangs in the balance. If you’re concerned about any of these things—you are not alone. However, rest assured, you do have options.

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Topics: Retirement Planning, Self-Directed IRA

Self-Directed Retirement Plans for Small Business Owners

Posted by Jack Callahan on Aug 15, 2017 3:00:00 PM

SIMPLE and SEP IRAs are retirement plans designed for small business owners as well as self-employed individuals. These popular plans allow today’s business owners to offer easy, tax friendly savings options for their employees. Self-directing either plan allows account owners to make their own investment choices to build retirement wealth. Self-directed retirement plans give you great flexibility and complete control over your retirement plan, which you’ll learn more about towards the end of this article.

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Topics: Alternative Investments, SEP IRA, SIMPLE IRA

Financial Fitness Plan to Get Your Retirement in Shape

Posted by Jack Callahan on Jul 28, 2017 2:01:11 PM

No one wants to retire only to find our financial fitness is not in the shape it needs to be for us to live the lifestyles we want. Our goal is to live our golden years happily, with minimal stress. Because, we all know that stress can affect our health—especially financial stress. Advanta IRA has a simple plan to help you measure and improve the health and wealth of your portfolio. Interested? Read on…

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Topics: Alternative Investments, Retirement Planning, Self-Directed IRA

Show Your Teen How to Build a Million-Dollar IRA

Posted by Jack Callahan on Jun 7, 2017 7:10:39 AM

With a little advice and help from parents, it is entirely possible for teens to start saving now and build a million dollar IRA. Arming teens with knowledge and tools, along with the benefits of compound interest, is critical in helping them achieve a successful retirement future.  

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Topics: Retirement Planning, Self-Directed IRA

How to Save for Retirement: Build Your Own Million-Dollar IRA

Posted by Jack Callahan on May 17, 2017 12:36:14 PM


Are you one of the many Americans who are afraid you’re not saving enough for retirement? Are you even going to be able to retire at all? Are you seeking a solution on how to save for retirement and build a million-dollar IRA?  

Well, rest assured you are not alone. Building a healthy retirement account is a problem for all of us; the Baby Boomers, Generation X-ers and could potentially affect Millennials as well as generations to come. Do you know why? You should, because defining your problem puts you one step closer to finding a solution. One step closer to the possibility of building yourself the retirement wealth you desire.

Here are the retirement saving problems we all face: 

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Topics: Alternative Investments, Retirement Planning, Self-Directed IRA

Build Green by Going Green in a Self-Directed IRA

Posted by Jack Callahan on Apr 19, 2017 8:40:55 AM

With Earth Day coming up, are you concerned about the environment and the impact of your own carbon footprint on the world? Do you worry when you hear daily reports about the ramifications of global warming, yet wonder what you can do about it? Did you know that besides making physical changes to help preserve the environment, you can also invest in options and companies who desire to do the same? You can even earn retirement income by going green when choosing assets for your self-directed IRA.  

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Topics: Alternative Investments, Self-Directed IRA

Earn Tax-Free Income with Alternative Assets in Your IRA

Posted by Jack Callahan on Mar 24, 2017 8:40:40 AM

You work hard for your money. Why not have more control over where it’s invested? With an Advanta self-directed IRA, you can break free from conventional investing that is limited to stocks, bonds and mutual funds. Adding alternative assets to your portfolio can help you build tax-free income for retirement, and this diversity can also help protect your retirement wealth.

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Topics: Alternative Investments, Self-Directed IRA