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Retirement Reality on August 8th

10 August 2011, 4:24 pm

How many times have you heard it said we live in the greatest country in the world? We have running water in every building, store shelves are stuffed to the hilt, and pretty much the best health care in the world. We are not perfect, but we have it pretty good.

Today, we had one of the largest drops in stock market history. For retirees and soon to be retired, this is their worst nightmare. The last five years have been a disaster that continues to have no resolution in sight. Who would have ever believed it would come to this? I heard CNN blame Europe for much of our economic problems the last week, but our own house is a mess, and there is no leadership in sight from either party.

Filed under Investment Options, Retirement Planning. Tagged , , ,
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Entrust Freedom Raises the Bar in Client Service

5 July 2011, 1:15 pm

As part of their quarterly goal process, Entrust Freedom set a new goal last quarter based on client compliments.  For this past quarter, the goal was to score at least 15 in the category of Client Service.  For every compliment we received from a client or colleague, Entrust would give itself 1 point.  For every [...]

Filed under Real Estate IRA, Self Direction, Uncategorized. Tagged , ,
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The “Golden” 1031 Exchange

11 May 2011, 10:05 am

When someone hears 1031 exchange, they think real estate, but 1031 is incredibly diverse and flexible with a little planning. One sector of 1031 exchange that has really taken off is GOLD.  Yes, you can exchange gold for other gold.  Why exchange gold? If it is done properly, you avoid all the taxable gains on [...]

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Purchase Mineral Right Deeds – Oil, Gas, Shale & More!!

29 March 2011, 3:43 pm

Energy demands and rising commodity prices continue to dominate our economy. The opportunity is there for your IRA to invest in energy resources. Investors can take advantage of this opportunity by in investing their retirement fund in non-traditional assets via their self-directed IRA.

For over a Century, Americans have been involved in investing in energy. There are two primary investments purchased in IRAs – mineral right deeds and LLCs that invest in energy products (wells, technology or exploration). There is an opportunity for tremendous growth in these industries. The IRA offers the opportunity of tax free growth on investment profits.

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How Healthy is Your Retirement Account?

25 February 2011, 1:34 pm

In our changing economic times, it is more important than ever to focus on our retirement planning and financial futures.  For most of us, we have never seen the wild ride that the financial markets have shown us the last few years.  Just as we check our calories, blood pressure and weight on a regular [...]

Filed under Investment Options, Real Estate IRA, Retirement Planning, Self Direction. Tagged , , , , , , , ,
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Entrust Cruise Sails to Success

14 February 2011, 7:23 pm

The Entrust Cruise returned this weekend with rave reviews for its first Self Direction at Sea Cruise. Over 60 investors attended this four day Cruise from Tampa to Cozumel. While the weather was a little sassy, spirits were high for the fourteen hours of free seminars the investors attended. Dave Owens, Managing Member of Entrust Freedom [...]

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Depreciation and Real Estate (and IRAs)

1 February 2011, 4:40 pm

If you are a real estate investor, understanding depreciation rules is critical to making good decisions. The most common misconception is that the tax rate on a sale never exceeds 15%. This is rarely true for investment real estate. Please read the entire article because there are some sneaky nuances that every seller should know.

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The Rule of 72 – What the Heck is it!

30 December 2010, 2:03 pm

How do we make our financial decisions? Why do we invest the way we do and what is the benefit? I think the current economy has put a cold dose of reality in every type of investor. Many of us now realize that when our parents were harping on hard work and telling us what the world used to be like, they were not kidding. Oh my gosh, did I say my parents were right?

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

30 December 2010, 1:56 pm

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.

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Uncertain Times for Estate Taxes

26 October 2010, 2:26 pm

We’ve got less than two months before the current Federal Estate Tax and Generation Skipping Transfer tax rules expire.  That means that as of today we do not know what the estate tax rates will be after 2010 and with Congress on (another) break it looks less and less likely that the current Estate tax [...]

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