Checkbook Control In A Self-Directed IRA

February 10, 2020

With great power comes great responsibility. Having checkbook control has benefits, but if managed incorrectly, it may have great consequences.

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Timing the Market? Good Luck.

February 3, 2020

Back in 2006, housing prices were growing at 10% per year in Central Florida, and I had plowed any IRA funds I had into the real estate.  I then found a brand new home development outside Orlando, offering a home that what I felt was at a 10-15% market discount,  and using my savings and a mortgage, purchased the $300,000 rental.  Even though I had a $500 per month negative on cash flow, I figured that capital appreciation and future rental income would certainly close the financial gap soon.

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Self-Directed Accounts: Do you know your Limit?

January 31, 2020

Ensuring that you will have a successful retirement is not a task to be taken lightly–you should enjoy the road to retirement while thinking of investment options, after all, you’ve worked hard for it. When people think of saving for retirement, they think of 401(k)s and 403(b)s which are employer-sponsored plans. One option that most people don’t consider when thinking of retirement is self-directing their IRA.

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