Self-Directed IRA Custodians Sued by Investors
May 2, 2012 by Tracy Z · 5 Comments
Watch out note buyers! The self-directed retirement account, a popular vehicle for purchasing notes, is under attack!
Tired of dismal returns in the stock market many investors turned to buying real estate, private mortgage notes, and other alternative cash flows.
They combined the power of high returns and compounding interest with the tax advantages of the IRA, Roth, Solo 401k, and other retirement accounts.
The self-directed IRA has a designated custodian that handles the paperwork and other administrative duties for the retirement account. Now these custodians are being sued by disgruntled investors reports the Wall Street Journal. Read more
Real Deal #148 – Seller Financing for IRA Investments!
November 19, 2008 by Tracy Z · Leave a Comment
Welcome to Real Deals! It’s always easier to learn from real life so here we share information from actual owner financed transactions. It can be challenging to obtain non-recourse loans necessary to finance the purchase of real estate in an IRA, 401(k), or other type of self-directed retirement account. Seller financing can be a viable alternative financing solution.
Using Retirement Accounts to Buy Notes and Real Estate
August 25, 2008 by Tracy Z · 4 Comments
Tired of dismal stock returns and lack of control over your retirement funds? Many investors are accessing tax advantaged retirement funds to realize the security and returns offered through real estate and note investments. Through the power of self-directed retirement accounts, you can legally access IRA, 401(k), SEP or other retirement funds for alternatives to the traditional stocks, bonds, and mutual funds.
While self-directed retirement accounts have been around for several decades, they are now catching the attention of Read more
Real Deal #140 – Retirement Account Purchases Texas Note
August 25, 2008 by Tracy Z · Leave a Comment
Welcome to Real Deals! It’s always easier to learn from real life so here we share information from actual owner financed transactions.
Small balance notes are often passed over by larger institutional type investors. This provides high yielding investment opportunities for private investors and self-directed retirement accounts. This well-seasoned transaction Read more
