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Can I Invest in Classic Cars In My Self-Directed IRA?

From time to time, someone asks if they can use their Self-Directed IRA to invest in classic or collectible automobiles and hot rods. There’s no doubt that a well-cared for and well-maintained classic car can increase in value over time – especially if you don’t drive it! According to the Knight Frank Luxury Investment Index,

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Getting Started in a Self-Directed IRA – Leaving Your Job?

Are you planning on leaving your job? Most people who’ve held down a position at the same company for a while have a good-sized sum of money tucked away in their employer’s 401(k) plan. Many of our clients take this opportunity to roll their 401(k) balances from their previous employer into a Self-Directed IRA. This

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Self-Directed IRA Corner – Maximizing Your Financial Legacy

Under normal circumstances, it is reasonably tax-efficient for you and your spouse to pass on as much as you can in the form of an IRA or Self-Directed IRA – especially a Roth IRA. This is because the vehicle allows heirs to maintain the tax deferred or tax-free status for many years, depending on the

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How a Self-Directed IRA Can Make you a “Richer” Retiree

How do you define rich? How do you define wealthy? The numbers add up differently to every investor, but one common answer is that everyone wants to feel financially secure. And one of the most powerful ways of achieving that level of financial security is through an IRA or a Self-Directed IRA. An IRA gives

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You Don’t Have to be Rich to Use a Self-Directed IRA Like the Wealthy

A recent article in USA Today pointed out the various ways wealthy investors use IRAs to maximize their investment dollar. But left out was one crucial point: with a Self-Directed IRA, anyone of legal age can use these tax protections to their benefit, diversifying their portfolio to include more than just stocks. Even so, there

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Self-Directed Roth IRA or Solo 401(k)? Which should I Contribute To First?

As it is so often in investing, the answer is “it depends.” Both the Self-Directed Roth IRA and the Solo 401(k) are very popular among investors who embrace the advantages of self-directed strategies. But they are not only taxed differently – they are also structured differently. Consider prioritizing your Self-Directed Roth IRA first under the

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Southern Suburbs, “Surban” Developments Looking Good for a Real Estate IRA

Looking for strong demographic and economic growth? Real Estate IRA owners will find it right here in the bright sunny South: Currently about 42 percent of Americans live in the southern states. But according to research by John Burns Real Estate Consulting, cited in the most recent Pricewaterhouse Coopers Housing Trends in Canada and the

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Real Estate IRA Corner – How To Manage Tenant Selection

Most long-time Real Estate IRA investors will tell you two things: You make your money when you buy, not when you sell, and that good tenant selection is key to profitability. Ideally, you want a tenant with three key attributes: The ability to rent for a long time (every time you change tenants, you lose

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New Hotel Construction, Strong Job Growth Creating Opportunity for Charleston Real Estate IRAs

Real estate is looking good for homeowners and buyers throughout South Carolina. That’s the outlook from University of South Carolina economist Joey Von Nessen, who spoke recently to investors and realtors at the annual Year in Review and Residential Market Update, held in January in North Charleston. That’s good news for owners of Real Estate

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Appeals Court Upholds Self-Directed IRA Strategy – And Compares IRS Commissioner to Emperor Caligula

Self-Directed IRA owners scored a win in federal Tax Court last month. A federal Appeals Court overturned a lower court’s ruling and affirmed your right to use a DISC in conjunction with a Roth IRA to minimize federal taxes. In fact, the Appeals Court judge’s decision in Summa Holdings, Inc. v. Commissioner went so far

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