We routinely get asked about storing metals for your IRA offshore. Our position is no, we store them here in the U.S. under our direct control. We have a number of clients that report that other IRA administrators and metals vendors peddle a service whereby you can store your metals in Canada or Switzerland. This […]
Category: Self-Directed IRA
HOW DOES THE REAL ESTATE PROCESS CHANGE WHEN USING AN IRA
HOW DOES THE REAL ESTATE PROCESS CHANGE WHEN USING AN IRA The most popular self-directed investment is real estate, often called a self directed ira real estate. Real estate is a great way to not only build a real estate portfolio but also take advantage of profits being tax deferred in the self-directed IRA. No […]
Self-Directed IRA Rules – Self-Dealing
There are many benefits that come with self-directed IRA accounts. Namely tax advantages and the ability to invest in non-traditional investments with your retirement accounts. In order to fully maximize the benefits that come from self-directed retirement accounts, you must follow the self-directed IRA rules and 401k rules. One rule to remember that can be […]
Self-Directed IRA Rules – Indirect Benefit
Investing in a Self-Directed IRA is a great alternative to investing in traditional investments such as stocks, bonds, and mutual funds. Through a Self-Directed IRA, you can invest in more non-traditional investments such as real estate, private placements, gold and silver, loans, and other hard assets. Many individuals shy away from investing in Self-Directed IRAs […]
Private Placements Investing inside of an IRA
Investing through a Self-Directed IRA is a great alternative strategy to diversifying your investment portfolio. Through a self-directed IRA, you can invest in multiple investments, including real estate, physical gold and silver, private placements, loans, and other non-traditional investment vehicles. One investment vehicle that could have a big payout is private placements. In short, a […]
2014 and Your Self Directed IRA
A self directed IRA allows you to invest in non-traditional investments. There are a few things that you must do in order to take full advantage of your self directed IRA. One of the most important and easiest things you can do is to make sure you know the following dates and if they apply […]
MAKE SELF-DIRECTING YOUR NEW YEAR’S RESOLUTION
You don’t have to start your resolution on January 1st, but you should start your resolution with the intent of following thorough. According to StatisticBrain.com, 34% of people make money related resolutions. How many times have you thought about taking control of your financial future? About having more money in your retirement? Well, the beginning […]
Self Directed IRA Rules
It may seem daunting and too difficult to understand and maintain a Self Directed IRA. You probably think that there are too many rules and issues that you don’t know that will get you in trouble or you think it is a better option to stay with a regular IRA at a brokerage company because […]
Self Directed IRA Rules & FAQs
Commonly asked Self Directed IRA questions Q. What is a self directed IRA? A. A Self Directed IRA is an IRA, whether it be a Traditional, Roth, Simple, or SEP, that allows you to invest in non traditional invesments. This includes Real Estate, tax liens, gold and silver, loans, private placements, and other hard assets […]
Who are we?
I commonly get asked about who is Accuplan Benefits Services and American Estate & Trust, LC. I thought it would be good to briefly explain who we are and what relationship between the two companies. Accuplan Benefits Services is not an IRA custodian. They are a facilitator (administrator) of IRA accounts. Accuplan Benefits Services answers […]
Self Directed IRA, The Way to Diversify Your Retirement Portfolio
Self directed IRAs and 401ks only account for a minimal percentage of all the retirement accounts in the U.S. because they are not nearly as known as 401ks and IRAs. There are many people that aren’t utilizing self directed IRAs that could really benefit from them. Why should you open up a self directed account? […]
Need a good smile? Retirement Facts to Chew On!
If it could only rain money for real! Wouldn’t that be the day? Even though we can’t make it rain money there are some things we can do to make sure we are more financially ready when retirement comes. I stumbled upon a great article by the department of labor where I got most of […]