IRA/401(k) Insights - Past Issues for 2007, 2006 and 2005
IRA & 401(k) Insights is a monthly publication for anyone interested in self-directing their retirement funds and investing in nontradional assets. View past issues here.
IRA Insights
Click on the links below for the 2005, 2006 and 2007 Issues of the IRA/401(k) Insights.
December 2007
- How the Richer Family Grows Richer
- Is Your Reverse Exchange Not Working Out?
- Buying a Business with Your Individual(k) Plan
- What You Need to Know About Foreclosures
November 2007
- What’s in a Name?
- Markets of Fear and Greed
- Cost Segregation Equals Opportunity for Commercial Real Estate
- What You Need to Know About Choosing A Financial Advisor
October 2007
- Can I Have a Roth Too, Please?
- Make a World of Difference to Your Retirement Plan
- Female, 25, Planning Retirement
- Tripling Value with “Useless” Land
- Distributing Shares of Entities from IRA/Qualified Plans
September 2007
- The Tax-Free Investing Opportunity
- Eat at Joe’s IRA’s Bar and Grill
- To Insure or Not To Insure
- Buy High, Sell Low & Rent!
- Buying Property in Mexico with your IRA/401(k)
August 2007
- Who’s Your Beneficiary?
- Yes, You Can Use Your Retirement Dollars to Invest in Foreign Real Estate
- Build Your Retirement Wealth for the Future
- Truly Self-Directed Retirement Plans
July 2007
- Wealth Building Options for your IRA
- Beneath It All Is The Land
- Which IRA is Right For You
- Real Property
June 2007
- What Happens To Your IRA in the Event of a Disaster
- The Blessing of Aging
- What the Swanson Case Did
- Not Do For Us
- New Retirement Plan Rules Will Help Non-Spouse Beneficiaries
May 2007
- Understanding Health Savings Accounts
- The Best of Both Worlds
- Understanding Taxes
- Real Estate or Notes: Which is the Better Investment
April 2007
- A Little Known Way to Access Current Employer 401(k) Funds
- Understanding Private Placements
- Self-Directed IRA Saves Family Finances
- Put Savings to Work
March 2007
- Option Strategies for Your IRA
- Coming soon .. Retirement
- The Case of the Disappearing ESOP
- Small Number of Americans Take Advantage
- Mixed Portfolio Theory Revisited
February 2007
- Oil & Gas Can Balance Your IRA or 401(k) Portfolio
- Real Estate Investing with Your IRA
- Case Study on 2006/2007 Contribution Limits
November 2006
- Creating Capital with Notes
- When is a Participation Mortgage and/or Real Estate Option Useful?
- Inherited IRA Assets
- The ABCs of Retirement Plans
- Entity Investments in Your IRA
October 2006
- Retirement Planning— You Owe it to Your Family
- Roth IRA Conversions will Become Widely Available
- Continuing Education
- Swanson v. Commissioner and the “Checkbook Control” IRA-Owned LLC
- Leasehold vs. Fee Simple Properties in Hawaii
September 2006
- Are Roth 401(k) Plans a Good Idea?
- Solo The Road Not Taken—Less Liquid Investments
- Entity Investments in Your IRA
- Banking on Your IRA
- Retirement Plan Opportunities for the Self-Employed & Small Business Owners
August 2006
- Things to Avoid with Rollovers
- Purchasing Through Tenant-In-Common (TIC)
- Lending to Fund Non-Profit Organizations
- Entity Investments in your IRA– Prohibited Transactions and Disqualified Persons
- Your IRA and 2006 Real Estate Market
- Solo 401(k) Offers Long - Term Savings
July 2006
- Entity Investments in Your IRA—Advantages, Cautions and Legal Considerations
- Real Property in your Retirement Plan: The Simplicity of Undeveloped Land
- How to Outlive your Retirement Savings in Seven Easy Steps
- Increased FDIC Insurance for Retired Accounts
- Just the Facts– Using “Factoring” in Self- Directed IRAs and 401(k)s
June 2006
- Possible Relaxation of Roth Conversion Rules
- Using Real Estate as
- Diversification in Asset Allocation
- Use Your Roth 401(k) Plan to Retire Rich Using OPM and NEVER PAY TAXES!
- Is Retirement an Option? Will It Be for You?
May 2006
- Is It True You Can “Buy Real Estate With Your IRA and Use it Now!”?
- Do Retirement Plans Have Too Many Choices?
- How To Be An Informed Self-Directed IRA Holder - A Primer
- Taking Notes…Self- Directed Options in a Changing Real Estate Market
April 2006
- Real Estate as a Pension Plan Investment
- Building up to Your Retirement Home one 1031 at a Time
- Do You Need a Qualified Plan (or two)?
- Case Study on 2005/2006 Contribution Limits
March 2006
- Mortgaging Real Estate in Your Self-Directed Retirement Plan– The Lenders Perspective Part 2
- Self-Directed Options 2006
- IRA Investment in Denver Commercial Properties Gaining Momentum
- March Madness!!!
- Leaving a Legacy of Savings
- Self-Directed IRAs not Just for Real Estate
- IRA Opportunities Abound with Tenants in Common Real Estate Investing
February 2006
- Options for 2006
- Mortgaging Real Estate in Your Self-Directed Retirement Plan– The Lenders Perspective
- How to Get up to $2,000 FREE from the U.S. Government
- Think You Don’t Have Enough in Your Account for Real Estate Transactions?
- Options can be a Great Investment for Self-Directed Investors
- A Self-Directed Roth: Freeing up your Retirement Options
January 2006 Issue
- Converting to Roth IRA, Two Interesting Cases
- Developing Your Investment Strategy: Using Your Experience as a Real Estate Investor to Build Wealth and a Secure Retirement
- The Effortless 1031—Facts and Misconceptions
- My Two Favorite Deals of 2005
- For Sophisticated Investors Only—Self-Directed IRAs
- New Year Retirement Resolutions
December 2005 Issue
- Prohibited Transactions—How Close is Too Close?
- Don’t Underestimate the Flexibility of Educational Savings Accounts
- Health Savings Accounts—What’s Not to Like?
- Should You do a Rollover or Transfer?
- CPE Credits
November 2005 Issue
- Real Estate Professionals Use Self-Directed IRAs and 401(k)s to Make More Money
- Three Questions Realtors Should Ask Every Client
- What to Look for and How to Find a Property Manager
- New Sources of Money for Investment Property
- Put Savings to Work
- Why Realtors Need to Know About Self-Directed IRAs
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