Archive for July, 2012

Can I? Should I? Use my 401(k) to fund my business?

July 13th, 2012

Despite all the doom and gloom these days, small businesses are still chugging along and remain the heart and soul of the U.S. economy. Contrary to what you’ve heard, we still have a solid small business sector and a thriving services economy in health care, legal, information technology, plus specialty stores and services uniquely adopted the […]

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Should a Self Directed Roth IRA with Check Book Control invest in a beach house that rents for $5k month seasonally, or an in-town condo that rents for $1500?

July 13th, 2012

It’s a matter of choice as to which one fits into your retirement plan – for example: The couple buying the beach house with their Roth IRA’s may be planning to take the house as a tax free distribution at retirement. That makes great sense, however the average return on that house by the sea could be as […]

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Use IRA to Buy Real Estate

July 3rd, 2012

It is a little known fact that the IRS allows retirement funds, such as an IRA or 401(k) Plan, to make real estate investments tax-free and penalty free.   The way to accomplish this is to establish a self directed IRA.  The main difference between an IRA and a self-directed IRA, is that with a […]

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IRA and Nonrecourse Financing

July 2nd, 2012

When it comes to using IRA and nonrecourse financing to make an IRA or Roth IRA investment, it is crucial that one keeps in mind several important tax rules.  In most instances, investors using retirement funds to make an investment will use cash to make the investment. Whether the investment is in the form of […]

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