What
are the benefits of Tax Fee self-directed IRA investing?
Is a Tax Free self-directed retirement investment guaranteed?
Investment options using self directed retirement investing.
Self directed retirement investments that are disallowed by the
IRS.
Using self directed retirement accounts; can one engage in any
kind of transaction?
Why haven’t I heard of this Wealth Building Tool Before?
Does
the IRS really allow self-directed Tax Free investing?
97%
of investors DO NOT take advantage of the Tax Free self-directed retirement
vehicle for wealth development.
Build Wealth Tax Free
Self-directed
IRA investing has been around since Congress authorized the Individual
Retirement Act. Self-directed retirement investing operates in accordance
with the same regulations as any other IRA (or 401K). A truly self-directed
IRA differs from the more commonly known IRA and 401K plans in that it provides
a much broader choice of investment options.
Most
retirement fund custodians allow a rather narrow range of investment choice
usually limited to stocks, bonds, mutual funds, and CDs.
A
truly self directed IRA custodian provides all of these traditional options but
goes on to facilitate investment in a wide variety of other types of
investments. The possibilities are endless, as Congress specifies what is
forbidden rather than what is possible. Here are just a few of the many
investment possibilities available to a truly self directed IRA or 401K: Notes,
Deeds of Trust, Real Estate, Tax Liens/Certificates, Businesses, Franchises,
Performance Horses, and etc.
For
information on transactions prohibited by the IRS, click here. For
information on self-directed IRA and 401K investments that are
disallowed, click here.
Contact me for a free NO
obligation consultation and we can discuss the many options available to you in
Self Directed IRA (401k) investing.
Follow
my blog the "Equine's
Apprentice” Drawing upon the success wisdom of the equine spirit
and the day to day antics of Mac and Dolly my blog uses parable and metaphor to
interestingly and simply illustrate principles of solid and successful
investing.
What are the benefits of Tax Fee self-directed IRA investing?
The
benefits are that your options are increased, allowing you greater latitude in
selecting investments that can lead to increased earnings on investment.
A truly self-directed retirement account provides the beneficiary with a lot
more direct control over the investment.
Contact me for a free NO
obligation consultation and we can discuss the many options available to you in
Self Directed IRA (401k) investing.
Follow
my blog the "Equine's
Apprentice” Drawing upon the success wisdom of the equine spirit
and the day-to-day antics of Mac and Dolly my blog uses parable and metaphor to
interestingly and simply illustrate principles of solid and successful
investing.
Is a Tax Free self-directed retirement investment guaranteed?
No!
Beyond deposits in an FDIC insured account, there is no such thing as a
guaranteed investment. Investors who take advantage of the self directed
IRA should know and understand the risks associated with the investment
vehicle(s) they select. Most investors who choose the self directed
method feel that the risks of taking direct control are less then leaving their
investment at the whim of the stock market.
Contact me for a free NO
obligation consultation and we can discuss the many options available to you in
Self Directed IRA (401k) investing.
Follow
my blog the "Equine's Apprentice” Drawing upon the
success wisdom of the equine spirit and the day-to-day antics of Mac and Dolly
my blog uses parable and metaphor to interestingly and simply illustrate
principles of solid and successful investing.
Investment options using self directed retirement investing.
Real
Estate (land, residential, commercial, industrial), Real Estate Notes (Deeds of
Trust), Tax Liens, Oil/Gas/Other Natural Resources, Performance Horses, etc.,
etc.,
Some
investments require a high degree of industry knowledge and time commitment to
generate profits. Direct investing in real estate is one example.
For that reason, many wise investors who want to invest in real estate elect to
limit their investment to Notes and Deeds of Trusts, thus
carrying the paper on the real estate while partnering with a knowledgeable
real estate investor who holds title, manages the risk, and handles all the
transactional details and physical demands of property ownership. Such a
partnership can provide the self-directed investor with a high yielding steady
flow of earnings through a basically passive and well-secured investment.
Contact me for a free NO
obligation consultation and we can discuss the many options available to you in
Self Directed IRA (401k) investing.
Follow
my blog the "Equine's
Apprentice” Drawing upon the success wisdom of the equine spirit
and the day-to-day antics of Mac and Dolly my blog uses parable and metaphor to
interestingly and simply illustrate principles of solid and successful
investing.
Self directed retirement investments that are disallowed by the
IRS.
This
is basically the list of self directed investments that disallowed by the IRS:
Life insurance contracts, Collectibles, Works of Art, Metal or gems, Alcoholic
Beverage, Stamp, Coins, Antiques. Outside of these the options are pretty
wide opened. Always check with a knowledgeable advisor before investing
to confirm.
Contact me for a free NO
obligation consultation and we can discuss the many options available to you in
Self Directed IRA (401k) investing.
Follow
my blog the "Equine's Apprentice” Drawing upon the
success wisdom of the equine spirit and the day-to-day antics of Mac and Dolly
my blog uses parable and metaphor to interestingly and simply illustrate
principles of solid and successful investing.
Using self directed retirement accounts; can one engage in any
kind of transaction?
No,
there are prohibited transactions. Generally a prohibited transaction is
any improper use of your IRA account or annuity by you, your beneficiary or any
disqualified person. Disqualified persons include your fiduciary and members of
your family (spouse, ancestor, lineal descendant, and any spouse of lineal
descendant.
There
are certain types of transactions that you cannot perform through an IRA. Most
importantly, the IRS prohibits “self dealing,” which are investments in which
you or your family members of lineal descent have prior ownership. For more
information, please see IRA rules section.
Contact me for a free NO
obligation consultation and we can discuss the many options available to you in
Self Directed IRA (401k) investing.
Follow
my blog the "Equine's
Apprentice” Drawing upon the success wisdom of the equine spirit
and the day-to-day antics of Mac and Dolly my blog uses parable and metaphor to
interestingly and simply illustrate principles of solid and successful
investing.
Why haven’t I heard of this Wealth Building Tool Before?
While
the concept of investing in real estate and other assets in retirement plans
has been around for more than 30 years, the concept hasn’t received large
attention because most custodians who offer IRAs (banks and brokerage firms)
focus on mutual funds and CDs because they have vested financial interests in
you selecting those investments from them.
Because
the majority custodians focus on stocks and CDs there is a misperception that
that is your only investment option for retirement plans, which is not the
case.
Not
infrequently, these institutions will tell customers that self directed
accounts are limited to stocks, bonds, and CDs not because the IRS forbids
other investments but because the institution does not offer other options.
Contact me for a free NO
obligation consultation and we can discuss the many options available to you in
Self Directed IRA (401k) investing.
Follow
my blog the "Equine's
Apprentice” Drawing upon the success wisdom of the equine spirit
and the day-to-day antics of Mac and Dolly my blog uses parable and metaphor to
interestingly and simply illustrate principles of solid and successful
investing.
Does the IRS really allow self-directed Tax Free investing?
The
IRS has nothing to gain by limiting investment options and so by and large they
have left the field pretty wide opened. There are rules though and before
using your retirement for self directed investments, you need to be come
familiar with the IRS regulations. There are a few forbidden investments
and there are strict regulations pertaining to the types of transactions an IRA
can enter into. Violation of the rules can result in sever penalties.
Contact me for a free
NO obligation consultation and we can discuss the many options available to you
in Self Directed IRA (401k) investing.
Follow
my blog the "Equine's
Apprentice” Drawing upon the success wisdom of the equine spirit
and the day-to-day antics of Mac and Dolly my blog uses parable and metaphor to
interestingly and simply illustrate principles of solid and successful
investing.
97% of investors DO NOT take advantage of the Tax Free
self-directed retirement vehicle for wealth development.
Self
directed IRA investing is clearly not for everybody. Most investors
prefer to stay with the herd. Those who branch out have confidence in the
investment vehicles they select and trust their knowledge and understanding of
the options. They generally believe that knowledge is power and in the
case of investing, the more knowledge the better the return on investment.
Self-directed IRA (401k) investing is not difficult. It doesn't take a
rocket scientist to under the process. Nevertheless, self-directed IRA
investing is not encouraged by the banker and Wall Street types and, therefore,
will never make it to the forefront of the financial world. The
contrarian investor sees opportunity where Wall Street and big Bankers turn
away.
The
greatest opportunity to the self-directed investor is the financial tool of
leverage. It is this all-important concept of leverage that keeps Wall
Street and Bankers away. When you deposit into a brokerage or bank
account, the brokerage firm and the banks take control of your funds.
Once they have control of your assets they leverage them to generate capital
for themselves. When all goes well they pay you for the use of the
leverage on those funds. When you self-direct, you maintain control of
your assets, maintain the tool of leverage for yourself, and the brokerage and
bank loose that all-important element. That is why they are not
interested in promoting truly self-directed investing. Without leverage,
there is very little incentive in it for them.
Self-directing
your IRA is like making your IRA the bank, the lender of choice! It is a
powerful concept. With more opportunity comes more responsibility.
Greater responsibility scares most people. Add this to the fact that self-directed
investing is non-mainstream; it remains a frightening enough concept to most
people that they turn their backs on increased opportunity and return to the
old and familiar clutches of Wall Street and Banks. Like Lending Tree
Says, "When banks compete, you win," (sub-heading: the booby
prize)
Contact me for a free NO
obligation consultation and we can discuss the many options
available to you in Self-Directed IRA (401k) investing.
Follow
my blog the "Equine's Apprentice” Drawing upon the success wisdom of
the equine spirit and the day to day antics of Mac and Dolly my blog uses
parable and metaphor to interestingly and simply illustrate principles of solid
and successful investing.
Please Note: This is not an offer to sell securities. Any person, entity, or organization must first be qualified by our company and read all of the offering documents and attest to reading and fully understanding such documents. Tranquility Homes, LLC and its affiliates are not licensed securities dealers or brokers and as such, do not hold themselves to be. This website should be construed as informational and not as an advertisement soliciting for any particular purpose. All securities herein discussed have not been registered or approved by any securities regulatory agency in accordance with the securities act of 1933 or any state securities laws.