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Category Archives: Self-Directed IRA Education

3 Ways to Fund a Retirement Account with Your Tax Refund

Even though we’re a month or so from Tax Day 2018, many have already completed their tax returns. Those who’ve already received refunds from the IRS may even be debating what to do with the extra cash. Perhaps they will pay down debt. Perhaps, with Spring arriving in a few weeks, they will purchase a […]

What Should You Do with Your Orphaned 401(k)?

Over the past few decades, Americans have witnessed a shift from defined benefit plans to defined contribution plans. The most notable defined contribution plan is the 401(k), many of which are forgotten about once we change jobs. In fact, millions of Americans are leaving assets in a 401(k) after changing jobs. TIAA-CREF estimates that 30% […]

6 Differences Between Custodians and Administrators

As an independent, qualified custodian, we understand our role is different than that of a third-party administrator (TPA). However, we’re often asked the difference between a custodian and an administrator. Here are six important differences between custodians and administrators. Custodians are subject to federal or state regulation. Regulators must review the financial and operational stability […]

5 Common Questions About Real Estate Investments

Real estate is widely considered to be among the top alternative investments. Many investors transfer or roll over funds into self-directed accounts because their current custodian either won’t allow real estate holdings or because they have little experience with the asset when held inside tax-advantaged accounts. Perhaps you’re wondering if owning real estate inside a […]

3 Little-Known Facts About Real Estate Investing in Self-Directed IRAs

Last week, we outlined 10 common Self-Directed IRA misconceptions. Number 6 on the list was the misconception that owning real estate in an IRA is illegal. As long as IRS rules are followed, you can definitely own real estate in a retirement account. Of course, having a custodian who specializes in self-directed accounts is key. […]