Purpose: To provide an analysis of the recommended bibliography and, most importantly, to supply verified, official government sources for the tax and retirement plan concepts discussed. This report is designed to equip you with both foundational knowledge from leading books and the critical, authoritative resources from the U.S. government. 1. Analysis of Recommended Reading List The […]
Leading Real Estate IRA Custodians Here are some of the most established and well-known custodians that specialize in handling alternative assets like real estate. Equity Trust Company Overview: One of the largest and most established players in the SDIRA industry. They are known for handling a high volume of real estate and private placement transactions. Website: www.trustetc.com […]
Here is a list of well-known and established custodians that facilitate the purchase of real estate, including rental properties, within a Self-Directed IRA. A Crucial First Note: Always confirm the current fee schedule and services directly with the custodian, as these can change. Major Self-Directed IRA Custodians for Real Estate 1. Equity Trust Company One of […]
Roth IRA Education This educational material highlights the advantages of Roth IRAs as a premier tool for long-term wealth accumulation. It emphasizes three key benefits: – tax-free growth and withdrawals, – the ability to withdraw contributions at any time without penalty, and – asset protection from creditors. – explains how to establish and fund a Roth […]
The IRS prohibits borrowing money from a self-directed IRA, but there are some ways to get short-term access to funds: Rollover rule Move funds to a different retirement account for up to 60 days. However, if you don’t repay the funds on time, you could lose the tax-advantaged status of the account and face penalties. […]