Recession Resistant Investing with Self-Storage

 

The self-storage industry’s status as a “recession-resistant business” is being put to the test during the Coronavirus pandemic. But despite a sour economy, facility investors and operators will likely benefit in the coming months. Coronavirus may be relatively new to the world, but it’s created the same effects we see in the markets during any recession: downsizing, divorce, and dislocation. All of these are good for self-storage. Continue reading…

Self-Directed Individual 401k Plan: Advantages, Eligibility & Contributions Limits

August 10, 2020

A Self-Directed Solo 401(k) plan is an IRS-approved and qualified 401k plan. It is designed for a self-employed sole proprietor, a corporation, or a limited liability company. The participant can make contributions as both the employee & the employer; hence can enjoy higher contribution limits.

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Self-Directed Investing: The Journey

August 7, 2020

Looking back to 2005, it’s hard to believe that a college internship expo would be one of the most pivotal moments in my career.  Like every other young and eager college student at the event, I stood in long lines at all the “brand” name firms just to hand over a resume, while ignoring the scores of small businesses scattered throughout the room.  I don’t know if it was curiosity or empathy that caused me to walk up to the lineless booth with a simple, pull up banner that read “Buy Real Estate in Your IRA,” but I’m glad I did.  I was fortunate to have a handful of interviews after the expo, but it was the company with the simple pull up banner that stood out from the rest. 

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Building Tax-Free Wealth With Your Self-Directed IRA

If you’re feeling frustrated with not being in charge of your own investments, the answer may be to self-direct your IRA. We have thousands of clients who feel much more confident in their own choices, than those brokered by others.

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