Your guide to true retirement freedom. Discover tips, rules, and strategies for maximizing your wealth with a checkbook control account.
If you know development, a self-directed IRA can turn that skill into tax-advantaged retirement growth. Your retirement money can own the land, fund a ground...
A lot of Californians have retirement money in accounts they don't really control — spread across mutual funds and index products that feel distant from how ...
A Roth conversion can hand you decades of tax-free growth — and for self-directed investors buying real estate, private notes, or other alternatives, when an...
Using a self-directed IRA to buy real estate is one of the most popular moves our clients make — and one of the first questions they hit is where. Buy close ...
A checkbook control IRA gives you direct command of your retirement money — you write the checks and send the wires yourself, instead of waiting on a custodi...
Most people assume a retirement account can only buy real estate in cash. Not accurate — your Self-Directed IRA LLC can borrow. But it can use exactly one ty...
You found the property. The seller wants offers by EOD Friday. Your custodian needs 7–10 business days to wire funds. By the time the money clears, the prope...
Federal SDIRA rules are the same in California as anywhere else. California layers on its own set of state-specific rules — most of them tax-related — that m...
If your self-directed IRA owns a property you eventually want to live in or cash out, the exit deserves as much planning as the purchase. Get it right and yo...
Off-market deals reward speed and certainty of close — exactly what a Checkbook IRA LLC provides. When your IRA owns an LLC with its own bank account, you ca...
Here's the rule to internalize before anything else: while your IRA owns the property, it is not your home. It's a retirement investment, and you cannot use ...
A Self-Directed Roth IRA is the most powerful wrapper in retirement investing for one reason: every dollar of growth comes out tax-free. Hold a rental that d...