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Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

How To

Questions? Text us at (845) 253-9306.

Self-Directed Investment Series: Private Business

In the next few weeks, we will be going over some of the more popular investment options for Self-Directed IRAs and Solo 401(k)s.  Today, our focus is on private businesses: First private, and then public. That’s the dream, right? Your old college roommate is starting a killer new app that’s going to revolutionize the [...]

2018-10-10T11:34:17-04:00 October 10th, 2018|How To|

Self-Directed Investment Series: Private Loans

In the next few weeks, we will be going over some of the more popular investment options for Self-Directed IRAs and Solo 401(k)s.  Today, our focus is on private loans: The term “personal loan” has a distinctively untrustworthy feel about it. You make a personal loan to your brother-in-law of $2,000, and then you [...]

2018-10-04T12:32:28-04:00 October 4th, 2018|How To|

Renovating a Property with a Self-Directed IRA in 2018

So you’re buying a property with your Self-Directed IRA. Once you get past the deal making, the paperwork of purchase, and the tedious talking to attorneys that is almost inevitable, then you get to place your paws on the property itself. Obviously you’re not going to be living there, (thank you very much Prohibited Transactions,) but [...]

2018-09-12T12:44:52-04:00 September 12th, 2018|How To|

10 Ways To Find Investment Properties

If you really want the best deals in investment properties, you have to increase your odds by finding more deals. Who is more likely to get a cheap apartment building, an investor that looks through the MLS listings and calls it a day, or the one that uses multiple resources? Here are ten that [...]

2018-08-28T13:19:05-04:00 August 28th, 2018|How To, Real Estate Investing|

10 Tips for Successful Real Estate Property Investment

 Even when it seems real estate prices hit a temporary ceiling in many countries around the world, that doesn’t mean profits from property investments are hard to come by.Even during a real estate market slowdown, stagnation or depression profits can be made locally and overseas.  Today we give you the top ten tips that real [...]

2018-08-22T11:51:48-04:00 August 22nd, 2018|Commercial Real Estate, How To, Real Estate Investing|

Tips for Successful Wholesaling of Real Estate

Wholesaling is one way to invest in real estate if you don’t have a lot of money and want to avoid the risks involved in house flipping. You can earn a solid return on a real estate investment without actually owning the property. Wholesaling involves specific strategies, knowledge of the market and optimum timing. [...]

2018-08-14T13:04:46-04:00 August 13th, 2018|How To, Real Estate Investing|

How to Retire Early with Real Estate Investments

With growing uncertainty about the future of Social Security and young adults concerned about having enough money for retirement, real estate can be the key not only to help you retire comfortably but also early. Many people start off with a single rental property, catch the real estate bug, accumulate more properties and end up [...]

2018-08-17T15:36:06-04:00 July 30th, 2018|Commercial Real Estate, How To, Real Estate Investing|

3 Pitfalls to Avoid When Using Your IRA for Real Estate Investing

With the erratic nature of returns in standard stock market investments, American workers have started moving to platforms that provide them with more asset choices. One of these platforms - the Self-Directed IRA -  has received quite a bit of publicity lately, largely due to the cryptocurrency craze. For the average investor, however, a more [...]

2018-08-15T14:16:28-04:00 July 23rd, 2018|How To, Real Estate Investing|

Alternative Investments: How the Average Investor Can Diversify and Grow Their Portfolio

You can’t control what happens halfway around the world. Greece. China. Earthquakes. You also don’t get a say about when the feds will hike interest rates. Most of what you get lately is a front row seat to watch the wild swings in the Dow Jones Industrial Average. So the question remains: If you [...]

2021-07-29T17:21:54-04:00 June 20th, 2018|Financial News, How To|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.