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Archive of posts tagged Brandon Hall

How do I invest thee? Let me count the ways!

Many people have no idea that their retirement account (IRA, 401-k, etc) can invest in many different types of assets, many of which are not allowed by their current custodian. For instance, if you asked your typical custodian to buy real-estate, I’d bet that 99% of them would tell you no. The problem isn’t that the IRS prohibits real-estate. The problem is 99% of the custodians do not want to deal with property tax bills, deeds, and paperwork involved in a real-estate closing. They prefer transactions to be much more automated; transactions where they a button is pressed and you suddenly own stock. Investing in assets other than securities has been allowed since the Employee Retirement Act of 1974 (ERISA) was passed. You don’t need a special type of retirement plan. You need a special administrator.

Realtors Building Business Through Self-Directed IRAs

For every client that buys or lists a house, there is likely a retirement plan belonging to that client that can be self-directed into Real Estate. Many Realtors have started to take advantage of self-directed IRAs. After all, in this economy, many people feel that there are some pretty good real estate deals out there right now. However, a good portion of those who feel this way, do not have the cash to take advantage. That is until they realize they can use money in their IRA to purchase real estate.

Transfers Vs Rollovers – What is the difference?

As Self-Directed IRA Administrators, Entrust Freedom continually receives funds for client transactions. The funds originally come into the account in one of three methods: Via Contribution, Transfer, or Rollover. I think most everyone knows what an IRA contribution is. For those who are new to the IRA world, contributions are simply money that you add to the account out of your own pocket. There are limits to annual contributions which are based on your earnings and/or your age. This article will focus on the other two ways money can enter an Entrust IRA and the differences between each.

Does my IRA need to form a company (i.e. LLC) to purchase assets?

The one investment type that has remained constant among our clients over the years is LLC investments. An LLC is a legal organization that provides the tax advantages of a partnership while limiting the legal liability of the individual partners in the same way a corporation does. LLCs are considered securities in some states and may be required to meet the standards of securities offerings.