Objective Tax and Financial Planning Guidance for You and Your Retirement Accounts
Self-Directed Investor Library & Education
I am the first to admit that when I first "discovered" how I could truly self-direct my retirement account, I didn't know what to think. Great opportunities yes, but where to turn for information and education (sorry, I'm a CPA)? So before you invest your retirement account in "non-traditional" investments like real estate, promissory notes, tax liens, etc., you owe it to yourself to have at least a cursory understanding of the rules surrounding self-directed investing.
Because large financial institutions don't want their clients to invest in non-traditional asset classes (or even know about them) you won't find hundreds of books or websites on this topic. But as the "masses" figure out that investing with Wall Street firms may not be the way to "financial freedom," investors are starting to wake up to other ways of building wealth.
Below is a listing of information that I think you'll find useful to help you get up to speed on self-directed retirement account investing. As more information is published, I'll make sure to post it here.
Because large financial institutions don't want their clients to invest in non-traditional asset classes (or even know about them) you won't find hundreds of books or websites on this topic. But as the "masses" figure out that investing with Wall Street firms may not be the way to "financial freedom," investors are starting to wake up to other ways of building wealth.
Below is a listing of information that I think you'll find useful to help you get up to speed on self-directed retirement account investing. As more information is published, I'll make sure to post it here.
Eric Wikstrom's -
Leverage Your IRA - Maximize Your Profits with Real Estate
Eric Wikstrom teams up with Matthew Allen of North American Savings Bank, Tom Anderson founder of Pensco Trust and Edwin Kelly of Equity Trust to provide the most comprehensive analysis of utilizing your IRA in the purchase of real estate. Great detail is provided on the use of leverage and the particular do's and don'ts of this strategy. To order this book, click here.
Leverage Your IRA - Maximize Your Profits with Real Estate
Eric Wikstrom teams up with Matthew Allen of North American Savings Bank, Tom Anderson founder of Pensco Trust and Edwin Kelly of Equity Trust to provide the most comprehensive analysis of utilizing your IRA in the purchase of real estate. Great detail is provided on the use of leverage and the particular do's and don'ts of this strategy. To order this book, click here.
Patrick W. Rice's -
IRA Wealth: Revolutionary IRA Strategies (2nd edition)
Now in it's 2nd edition, this very popular consumer book is a must read for anyone interested in learning all the fantastic options available for your retirement account. For more information, go to iraresource.com
IRA Wealth: Revolutionary IRA Strategies (2nd edition)
Now in it's 2nd edition, this very popular consumer book is a must read for anyone interested in learning all the fantastic options available for your retirement account. For more information, go to iraresource.com
Pensco Trust's -
eBook - 50 Questions & Answers
Written by Tom Anderson, CEO of Pensco Trust Company (and with help from his excellent staff) this well written and easy to understand manual will answer most of your questions about the fantastic world of self-directing your retirement account. Visit Pensco Trust at PenscoTrust.com.
eBook - 50 Questions & Answers
Written by Tom Anderson, CEO of Pensco Trust Company (and with help from his excellent staff) this well written and easy to understand manual will answer most of your questions about the fantastic world of self-directing your retirement account. Visit Pensco Trust at PenscoTrust.com.
Integrated Wealth Strategies, LLC
The Retirement & Wealth Planning Advisor Newsletter
The Integrated Wealth Strategies, LLC email newsletter is filled with useful information, tips and success stories from the world of self-directed retirement investing. Whether you are just interested in educating yourself on the wonders of self-directed investing, learning about utilizing a Solo 401k or are a long-time self-directed investing veteran, you'll learn something from each edition.
To sign up for the next IWS newsletter please visit the Contact Us page and indicate you'd like to receive the next newsletter or to read prior versions, visit the IWS Newsletter page.
The Retirement & Wealth Planning Advisor Newsletter
The Integrated Wealth Strategies, LLC email newsletter is filled with useful information, tips and success stories from the world of self-directed retirement investing. Whether you are just interested in educating yourself on the wonders of self-directed investing, learning about utilizing a Solo 401k or are a long-time self-directed investing veteran, you'll learn something from each edition.
To sign up for the next IWS newsletter please visit the Contact Us page and indicate you'd like to receive the next newsletter or to read prior versions, visit the IWS Newsletter page.
Ed Slott's -
The Retirement Savings Time Bomb...and how to defuse it
No retirement account investor's library would be complete without a book on IRAs by Ed Slott. Regarded as probably the most knowledgeable CPA authority on all-things IRA, Ed has written four excellent books that cover the gamut on every major IRA issue you're most likely to encounter.
Although this book is not aimed towards the self-directed IRA investor, you'll certainly learn the most crucial IRA issues critical to successful retirement plan structuring, planning and investing. For more information on this book, Ed Slott's other books and information on Ed's great monthly newsletter, Ed Slott's IRA Advisor, go to irahelp.com.
The Retirement Savings Time Bomb...and how to defuse it
No retirement account investor's library would be complete without a book on IRAs by Ed Slott. Regarded as probably the most knowledgeable CPA authority on all-things IRA, Ed has written four excellent books that cover the gamut on every major IRA issue you're most likely to encounter.
Although this book is not aimed towards the self-directed IRA investor, you'll certainly learn the most crucial IRA issues critical to successful retirement plan structuring, planning and investing. For more information on this book, Ed Slott's other books and information on Ed's great monthly newsletter, Ed Slott's IRA Advisor, go to irahelp.com.
Ed Slott's IRA Advisor
June 2009
Eric Wikstrom was the guest IRA Expert for the June 2009 Ed Slott's IRA Advisor Newsletter where he wrote a very informative article on the Unrelated Business Income Tax and how it effects IRA real estate investing. Click here to read the article.
June 2009
Eric Wikstrom was the guest IRA Expert for the June 2009 Ed Slott's IRA Advisor Newsletter where he wrote a very informative article on the Unrelated Business Income Tax and how it effects IRA real estate investing. Click here to read the article.
MarketWatch -
Leveraging IRAs with mortgages; April 2, 2009
Chris Pummer is a freelance writer for CBS' MarketWatch.com in San Francisco. Chris wrote a three-part series on "alternative" investing and in particular focused on the great ways you could utilize your Individual Retirement Account. In the final article, Chris focuses on some of the issues that an IRA account holder faces when using leverage in acquiring real estate within a retirement account.
Eric Wikstrom's input and thoughts on the very mis-understood Unrelated Business Income Tax are a must read for anyone thinking of leveraging their IRA while investing in real estate. To read the article, click here.
Leveraging IRAs with mortgages; April 2, 2009
Chris Pummer is a freelance writer for CBS' MarketWatch.com in San Francisco. Chris wrote a three-part series on "alternative" investing and in particular focused on the great ways you could utilize your Individual Retirement Account. In the final article, Chris focuses on some of the issues that an IRA account holder faces when using leverage in acquiring real estate within a retirement account.
Eric Wikstrom's input and thoughts on the very mis-understood Unrelated Business Income Tax are a must read for anyone thinking of leveraging their IRA while investing in real estate. To read the article, click here.