The IRA Concierge

01/27/2011

Closed on the sale of this property yesterday. Payoff to the lender is complete. She now has a nice chunk of profit for her IRA, all of which she can reinvest. Because nothing's coming out for Uncle Sam!

01/17/2011

Almost ready to close on the sale of this property and get the private lender paid back. The funds were from an IRA and all the interest from that loan will go back into the IRA Tax-Free!

09/28/2010

Just got back from the Equity Trust Networking event, which I attended Friday through Sunday. Some excellent speakers and some great education. But the best thing was the networking and all the wonderful people I met! Great time!!

09/17/2010

Well, if the bill does pass, it would have at least one redeeming quiality.

Tucked in the small business jobs bill passed by the Senate today is an obscure provision allowing Roth conversions within 401(k) retirement plans that could make retirement less taxing for lots of folks. "This is a game changer," says James Lange, a CPA and attorney and author of Retire Secure! [.....

05/03/2010

I spent Saturday in Indianapolis at a one-day seminar put on by Edwin Kelly of Equity Trust Company. What a treat! If you ever get the chance to see him, take it!! He's what I call a Self Directed IRA Evangelist! I want to be like him when I grow up! Here's a link to introduce you to him. Check it out!

Self Directed IRA at Equity Trust Company. Investing options include Real Estate IRA investments, Private Placement IRAs and much more.

04/19/2010

Food for thought about 401(k) accounts. What does the increase in the entitlement economy mean for retirement accounts, especially since it is coming with higher taxes and significant inflation?

Pamela Yip writes about personal finance for The Dallas Morning News.