One of the biggest benefits that comes through a self directed IRA is that you can choose the types of investments that you want in your retirement account. In general, you can invest in just about anything as long as it passes the rules provided by the IRS. We have talked about these rules time […]
Category: Self-Directed IRA
Important Self Directed IRA Rules You Need To Know
Retirement investing can be much more fun when you are in charge of your own retirement. One of the best thing about taking control of your own retirement is that you can decide what your retirement is invested in. You don't have to have only stocks and bonds. You also don't need to take control […]
ACCT HOLDER CAN SIGN PROP MGMT AGREEMENTS
PROPERTY MANAGEMENT AGREEMENT GUIDELINES FOR A SELF-DIRECTED IRA ACCOUNT This document provides guidance on how to set up property management agreements for a property owned by a self-directed IRA account. 1. Document Titling – The agreement should be between the property management company (“The Company”), and American Estate & Trust FBO . Please note that […]
Self Directed IRA’s For Dummies Book Cover
Thinking about your retirement can be very overwhelming. In fact, it can be so overwhelming to you that you can’t imagine figuring it out by yourself. There are many reasons planning for retirement is so stressful. It can be because of your current situation, the fact that you don’t know where to start or even […]
Self Directed Accounts For Individuals and Small Business
Are you looking to create the best retirement possible? If so, you are not alone. There are so many things that go into a great retirement but one of the major aspects to a great retirement is a great retirement account. The most popular retirement accounts to help you create that dream retirement are an […]
WHAT MAKES US A PREMIER PROVIDER?
WHAT MAKES US A PREMIER PROVIDER DEDICATED IRA SPECIALIST – We don’t believe clients should call an 800# and speak to a random person unfamiliar with the account. We know 800 numbers can be especially frustrating when that random person transfers you to another random person. With Accuplan, you are assigned a dedicated IRA Specialist […]
Want To Be The Bank? Now You Can Through IRA Lending
When I grew up I loved playing monopoly. It was always fun to choose the piece I was going to be and to see which piece everyone else chose. I think by far one of the greatest things about monopoly was the bank. Every time I played I wanted to be the bank. I didn’t […]
It’s Easy To Invest In What You Want With An IRA Or 401k
Investing in your retirement should be as easy as possible. You shouldn’t have to worry about the setting up your account or all the ins and outs of paperwork. It should be done for you in a timely and easy manner. At Accuplan Benefits Services we are your one stop shop for alternative investing with […]
Self-Directed IRA Lending
Investing with a Self Directed IRA can be a great alternative to investing with conventional IRAs. Conventional IRAs are very limited on the types of investments allowed. Typically conventional IRAs are only allowed to invest in stocks and bonds. The options are much brighter through a self-directed IRA. You can invest in many other things […]
Take Control Of Your Retirement With A Self Directed IRA
Retirement can be a scary word, idea and stage of life. Part of the reason that is can be so intimidating is that there are so many different types of retirement accounts, companies and things to be aware of. While this can very much be the case for you and your retirement you do not […]
Don’t Be Fooled By Storing Your IRA Metals Offshore
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 […]
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 […]
