Past Issue- Prohibited Transactions
Increasingly, Self-Directed IRA (SDIRA) owners are looking at alternatives to traditional stocks and bonds for their retirement accounts. Growing investor sophistication is driving many in the direction of Real Estate, Private Stock, non-public Hedge Funds and other investments traditionally excluded from their current retirement portfolios. Alternative investment transactions through a SDIRA,... - Self-Directed IRA Investment Helps To Open a New Restaurant and Generates a Great Return for the Inv
Ray Millette was in the final stages of opening a restaurant, Da Beef King, but he was a little short on cash due to last minute expenses that were higher than he had expected. $25,000 short to be exact. Lucky for Ray, he had a friend who had faith in both Ray and the Aurora, IL restaurant and was determined to help. Ray’s friend, David Kerlagon, worked with Security Trust Company, his self d... - American Entrepreneurs | Undrea Wright, Andre Johnson and Dejha Bower
It was the first real spring day in Washington DC. Bright green studded the tree tips, a soft afternoon breeze emptied the city on a late Friday afternoon. Three suits, smiles and sunglasses approached and crossed the street. We sat down under the dappled light to speak with Undrea Wright, Andre Johnson and Dehja Bower of Pinnacle East, Inc. Pinnacle East, Inc. is a private equity firm. Their m... - FEATURE ARTICLE: Taking a Trip Down Memory Lane
It seems like all anyone talks about these days is the economy, and with good reason. It’s all but official that we’re in a recession, and no one is immune. Skittish employers slashed 533,000 jobs in November 2008, the most in 34 years, catapulting the unemployment rate to 6.7%. The percentage of mortgages at least one month overdue or in foreclosure was up to 10% in the third quarter—and ... - FEATURE ARTICLE: Wealth Shifts to Older Demographic PART II
Research from the University of Missouri shows that the first generation of baby boomers, who are now in their early sixties and approaching retirement, have accumulated more wealth than the pre-boomer generation had at the same age—creating a wealth shift that could have profound effect on assisted living facilities. In Part I of this two-part series, we explained how wealth is shifting to an o... - FEATURE ARTICLE: Wealth Shifts to Older Demographic - Part I
Research from the University of Missouri shows that the first generation of baby boomers, who are now in their early sixties and approaching retirement, have accumulated more wealth than the pre-boomer generation had at the same age—creating a wealth shift that could have profound effect on assisted living facilities. In this two-part series, we’ll explain how wealth is shifting to an older demogr... - FEATURE ARTICLE: Invest Your IRA in Non-Traditional Assets!
WEBINAR: June 3, 2009 at 7 PM(EST)
New to the idea of being in control of your retirement investments? Then join us for the Self-directed IRA webinar. - How To Develop A Pooled Alternative Investment Strategy
The concept of pooling money to increase investment opportunities and reduce risk is not new. Mutual funds, real estate investment trusts, and master limited partnerships have given Wall Street the power to collect smaller amounts of money from many investors with the goal of increasing returns while reducing volatility. Today, many successful IRA investors are looking to adopt similar strategies ... - FEATURE ARTICLE: Self Directed IRA Investing Can Increase Your ROI
Through a self directed IRA an investor can acquire a real estate investment, such as a single family home, apartment building, commercial building, or even land, as a form of retirement investment. Often times investors will see a much greater return on this sort of investment over traditional stock market investments. Most checkbook individual retirement accounts in real estate markets or oth... - The Expected Discomfort of Growth
Each and every one of us avoids discomfort to some extent at some point in our lives, but consider that in doing so you may also be avoiding opportunity and killing possibility! The unknown is uncomfortable by definition simply because it is unfamiliar to us. (It is equally as unfamiliar to us as those outrageous results we are often up to creating!)
