Self Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's
352 episodes - English - Latest episode: almost 4 years ago - ★★★★★ - 490 ratingsDo you INSTINCTIVELY KNOW that Wall Street doesn't have your best interests at heart, and that there's a better way to grow and protect your money to build wealth for generations? Then this is the alternative investments show for you. Self Directed Investor Talk is America's ONLY Podcast exclusively for Self Directed Investors (whether using a Self Directed IRA, Solo 401k, or non-retirement accounts) who trust themselves more than they trust Wall Street. You'll get innovative investment strategies, deadly accurate market analysis, and uniquely vetted profitable investment opportunities that conventional financial advisers don't even know about. You'll receive a powerful new episode every day of the week... and each episode is 10 minutes or less! Check it out right now!
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Episodes
Real Estate IRA's: Getting Started Right -- Simple Step 4 of 5 | Episode #275
September 21, 2017 13:38 - 7 minutes4 Ways To Get Capital Into Your IRA/401k For Real Estate Deals https://SelfDirected.org/275 How, exactly, do you get the capital into your real estate IRA or 401k to fund that next great deal? That’s the topic of part 4 of 5 Steps to Getting Started Right with Real Estate IRA’s, and it’s what I’ll tell you right now. I’m Bryan Ellis. This is episode #275. 5 Steps To Getting Started Right With Real Estate IRA's: Step 1 Step 2 Step 3 Step 4 Step 5 - Next Episode! https://...
Real Estate IRA's: Getting Started Right -- Simple Step 3 of 5 | Episode #274
September 20, 2017 16:40 - 10 minutesReal Estate IRA's: Getting Started Right -- Simple Step 3 of 5 https://SelfDirected.org/274 You can’t do a great real estate deal in your self-directed IRA or 401k without first setting up that IRA or 401k. But who is the right provider? And if you’re not using the best provider right now, should you switch? I’m Bryan Ellis. I’ll give you the answer right now in Part 3 of 5 Simple Steps to Getting Started right with a real estate IRA. This is Episode #274. https://SelfDirected.org ...
Real Estate IRA's: Getting Started Right -- Simple Step 2 of 5 | Episode #273
September 19, 2017 09:54 - 10 minutesReal Estate IRA's: Getting Started Right -- Simple Step 2 of 5 | Episode #273 https://SelfDirected.org/273 So you’ve found a great real estate deal… congratulations! Yesterday, we looked at whether you should do that deal INSIDE or OUTSIDE of your self-directed retirement account. Today, in Part 2 of 5 Simple Steps to Getting Started Right with Real Estate IRA’s, we look at the key question of whether you’ll get the biggest benefit from using a self-directed IRA or solo 401(k)… eve...
Real Estate IRA's: Getting Started Right -- Simple Step 1 of 5 | Episode #272
September 18, 2017 12:01 - 11 minutesReal Estate IRA's: Getting Started Right https://SelfDirected.org/272 They say when you have a hammer, every problem looks like a nail. And when you know about real estate IRA’s, every real estate deal can easily look like an IRA deal. But should it? Today we look at step 1 of 5 simple steps to getting started right with a real estate IRA. I’m Bryan Ellis. This is episode #272. https://SelfDirected.org https://SelfDirected.org/ira https://www.forbes.com/sites/forbesfinancecoun...
U.S. State Pensions on Edge of Implosion | Episode #271
September 15, 2017 14:43 - 8 minuteshttps://SelfDirected.org/271 Are you relying on a pension to provide for you during retirement? If so, my friends, there’s very bad news out today from a very reputable source that you need to hear. And I’ve got some great news that will really take the pressure off… but only if you act quickly enough. I’m Bryan Ellis. This is episode #271 of Self-Directed Investor Talk. Hosted on Acast. See acast.com/privacy for more information.
Eliminate Prohibited Transactions in your Self-Directed IRA with 3 Simple Questions (3 of 3) | Episode #270
September 14, 2017 12:59 - 10 minuteshttps://SelfDirected.org/270 Conventional financial media is fat with tales of woe and complication for users of self-directed IRA’s… but the prevailing truth is a very different matter. Today, you learn question #3 of 3 simply questions to ask yourself so you’ll never run into the trumped-up problems THEY want you to believe to be the rule rather than the exception. I’m Bryan Ellis. This is episode #270. https://SelfDirected.org https://www.facebook.com/sditalk https://www.forbes....
Eliminiate Prohibited Transactions in your IRA with 3 Simple Questions (2 of 3) | SelfDirected.org/269
September 13, 2017 15:15 - 9 minuteshttps://SelfDirected.org/269 Self-Directed IRA rules are complex, complicated and intimidating… until they’re not. In the last action-packed episode of SDI Talk, you learned question #1 to ask yourself which will magically help you to avoid prohibited transactions entirely. That one was all about the deep legal concept of DOUBLE DIPPING. Disgusting, right? Well today, we move on to question #2 which is… well, I’m Bryan Ellis. I’ll tell you question #2 of 3 simple questions to ask yourse...
Eliminiate Prohibited Transactions in your IRA with 3 Simple Questions (1 of 3) | SelfDirected.org/268
September 12, 2017 18:57 - 10 minuteshttps://SelfDirected.org/268 Conventional financial “experts” (ahem) say, almost with a unified voice, that self-directed IRA’s are so dangerous that you shouldn’t use them. I, your humble host, say something entirely different: Don’t let their ignorance get in the way of building great wealth in your IRA through ALTERNATIVE investments! Today you learn question #1 of 3 simple questions to ask yourself which will virtually guarantee you’ll never face the ire of the IRS due to your IRA. ...
Why Were Self-Directed IRA's Created? | Episode #6
August 15, 2017 15:42 - 10 minutesClassic American cars… Corrupt Labor Unions… pension raids… and even the implosion of an iconic American company! Get ready to learn why IRA’s were created originally, and how that knowledge can help you avoid the IRA cataclysm known as the prohibited transaction. Episode #6 of Self-Directed Investor Talk: https://SelfDirected.org/6 In 1963, Studebaker - the once-thriving auto manufacturer - produced it's last car before going out of business Before they went out of business, Studebaker ...
Fannie Mae TARGETS SMALL INVESTORS | Episode #266
May 29, 2017 18:04 - 10 minuteshttps://selfdirected.org/podcasts/investor-talk/fannie-mae-unjustly-targets-seller-financing-including-rent-installment-contracts-episode-266 The Big Idea Fannie Mae, like most of the rest of the federal government, oversteps its boundaries and begins a campaign to target the elimination of totally legitimate seller-financing strategies like rent-to-own and installment contract sales. Points To Ponder Happy Memorial Day. To the families who have lost a loved one in service of the...
How Congress IS TARGETING your IRA/401k Right Now | Episode #265
May 17, 2017 19:57 - 8 minuteshttps://selfdirected.org/podcasts/investor-talk/traditional-ira401k-chopping-block-congress-episode-265/ The Big Idea Some people in Congress are very foolishly considering cutting your right to deduct contributions to your IRA or 401(k). Here's why, and what we'll do about it... Points To Ponder Some in Congress appear to be considering cutting the tax deduction for contributions to traditional IRA's or 401(k)'s President Trump wants to cut corporate and personal income tax...
ONE CONCEPT to help avoid Prohibited Transactions | Episode #264
May 16, 2017 15:55 - 8 minuteshttps://SelfDirected.org/podcasts/investor-talk/one-simple-way-avoid-prohibited-transactions-episode-264 The Big Idea There's one simple operating principle that is more powerful than any other for avoiding prohibited transactions in your self-directed IRA, and that's simplicity... Points To Ponder You're welcomed to join us for a casual dinner in the Bay Area of San Francisco on June 12 or 13, 2017. Email us at feedback at SelfDirected dot org if you're interested The biggest fact...
TRUMP Tax Proposal... and Your IRA | Episode #263
April 27, 2017 19:25 - 8 minutes - 6.82 MBhttps://SelfDirected.org/263 The Big Idea The Trump Administration has proposed a series of tax cut objectives which will, as a whole, have tremendously stimulative effect on the economy. But there's one problem: Part of the proposal could hurt your self-directed IRA... Points To Ponder The Trump Administration has provided a list of policy goals which will dramatically reduce personal and corporate tax rates The effects of such tax cuts will be very stimulative to the economy, as has be...
What is the BEST Retirement Plan for Small Business Owners? | Episode #262
April 25, 2017 18:42 - 21 minuteshttps://SelfDirected.org/262 The Big Idea Several kinds of retirement plans have sprung up for business owners over the years: The Keogh, the standard IRA, the SIMPLE IRA, the SEP IRA, the Solo 401(k) and more... which is best - which should be relegated to the dustbin of history? Points To Ponder What's the bottom line on the value of each type of retirement account to the unique needs of Small Business Owners? Two broad categories: IRA & 401(k) Traditional IRA vs Roth IRA v...
Where Can You Find The Best Real Estate IRA? | Episode #261
April 20, 2017 19:28 - 10 minutesEpisode #261: https://SelfDirected.org/261 The Big Idea What is a real estate IRA? Does it actually possess the unthinkable ability to invest your IRA into real estate? Who offers the very best real estate IRA in the market today? That's what's in Episode #261 of Self Directed Investor Talk Points To Ponder Come to meet Bryan at the ThinkRealty National Conference and Expo in Dallas, Texas on April 29. A few free tickets available if you email Bryan at [email protected]...
260A: Emotional Decision Making | Episode #260A
March 23, 2017 19:56 - 11 minutesEmotional Decisions In Real Estate Purchasing Millennials make decisions about real estate purchases on a basis that seems incredibly foreign to me. Yet my criteria - and your criteria - really don't matter, because it is the millennials who will be our buyers and renters. Here's a peak into their [strange] thought processes... Full Podcast: https://SelfDirected.org/podcast/investor-talk/episode-260 More resources: http://www.huffingtonpost.com/entry/self-directed-iras-and-s-co...
259E: 5 Reason NOT To Buy Real Estate In Your IRA | Episode #259E
March 22, 2017 17:14 - 8 minutes5 Reasons NOT To Buy Real Estate In Your IRA (Part 5) Here at SelfDirected.org, we love self-directed IRA's. And we love real estate as an investment asset class. So it seems like the combination of the two would be a match made in heaven... right? Well, maybe... and maybe not. It could actually be a really bad idea. Enjoy this in-depth look at the 5 reasons not to buy real estate in your IRA, based on one of Bryan's award-winning articles published on TheStreet.com. Full E...
259D: 5 Reasons NOT To Buy Real Estate In Your IRA | Episode #259D
March 22, 2017 17:12 - 6 minutes5 Reasons NOT To Buy Real Estate In Your IRA (Part 4) Here at SelfDirected.org, we love self-directed IRA's. And we love real estate as an investment asset class. So it seems like the combination of the two would be a match made in heaven... right? Well, maybe... and maybe not. It could actually be a really bad idea. Enjoy this in-depth look at the 5 reasons not to buy real estate in your IRA, based on one of Bryan's award-winning articles published on TheStreet.com. Full E...
259C: 5 Reasons NOT To Buy Real Estate In Your IRA | Episode #259C
March 22, 2017 17:11 - 6 minutes5 Reasons NOT To Buy Real Estate In Your IRA (Part 3) Here at SelfDirected.org, we love self-directed IRA's. And we love real estate as an investment asset class. So it seems like the combination of the two would be a match made in heaven... right? Well, maybe... and maybe not. It could actually be a really bad idea. Enjoy this in-depth look at the 5 reasons not to buy real estate in your IRA, based on one of Bryan's award-winning articles published on TheStreet.com. Full E...
259B: 5 Reason NOT To Buy Real Estate In Your IRA | Episode #259B
March 22, 2017 17:08 - 7 minutes5 Reasons NOT To Buy Real Estate In Your IRA (Part 2) Here at SelfDirected.org, we love self-directed IRA's. And we love real estate as an investment asset class. So it seems like the combination of the two would be a match made in heaven... right? Well, maybe... and maybe not. It could actually be a really bad idea. Enjoy this in-depth look at the 5 reasons not to buy real estate in your IRA, based on one of Bryan's award-winning articles published on TheStreet.com. Full E...
259A: 5 Reasons NOT To Buy Real Estate In Your IRA | Episode #259A
March 22, 2017 15:22 - 11 minutes5 Reasons NOT To Buy Real Estate In Your IRA (Parts 1) Here at SelfDirected.org, we love self-directed IRA's. And we love real estate as an investment asset class. So it seems like the combination of the two would be a match made in heaven... right? Well, maybe... and maybe not. It could actually be a really bad idea. Enjoy this in-depth look at the 5 reasons not to buy real estate in your IRA, based on one of Bryan's award-winning articles published on TheStreet.com. Full ...
258E: Traditional vs Roth IRA | Episode #258E
March 21, 2017 20:05 - 11 minutesEpisode #258: Traditional vs Roth IRA https://SelfDirected.org/podcast/investor-talk/episode-258 Hosted on Acast. See acast.com/privacy for more information.
257E: Asset Suitability Assessment | Episode #257E
March 20, 2017 15:32 - 7 minutesCan You Buy Asset "X" In Your IRA? (Part 2) Ask yourself these 7 questions to determine whether a particular asset class is compatible with your IRA: Full Podcast Episode: https://SelfDirected.org/podcasts/investor-talk/episode-257 Other Resources: https://SelfDirected.org/ira https://www.Facebook.com/sditalk https://www.Instagram.com/sditalk Hosted on Acast. See acast.com/privacy for more information.
257D: Asset Suitability Assessment Part 1 | Episode #257D
March 20, 2017 15:28 - 6 minutesCan You Buy Asset "X" In Your IRA? (Part 1) Ask yourself these 7 questions to determine whether a particular asset class is compatible with your IRA. Full Podcast & Resource: https://SelfDirected.org/podcasts/investor-talk/episode-257 Other Resources: https://SelfDirected.org/ira/law https://issuu.com/selfdirected http://www.Twitter.com/sditalk Hosted on Acast. See acast.com/privacy for more information.
257C: Can I Borrow From My IRA? | Episode #257C
March 20, 2017 15:22 - 6 minutesCan You Borrow From Your IRA? NO, But... Full Podcast and Resources: https://SelfDirected.org/podcasts/investor-talk/episode-257 Other Resources: https://SelfDirected.org/ira/custodians http://www.imfaceplate.com/SelfDirected https://www.instagram.com/sditalk/ Hosted on Acast. See acast.com/privacy for more information.
257B: California Taking Aim at Landlords Again | Episode #257B
March 20, 2017 14:50 - 7 minutesIs The State of California Targeting Rental Property Owners Again? Full Episode & Resources Here: https://SelfDirected.org/podcasts/investor-talk/episode-257 More Resources: https://SelfDirected.org/ira https://www.Facebook.com/sditalk https://vimeo.com/selfdirected/about Hosted on Acast. See acast.com/privacy for more information.
257A: Federal Reserve Playing Politics with Your Portfolio | Episode 257A
March 17, 2017 18:59 - 11 minutesJanet Yellen Plays Politics With Your Portfolio The Federal Reserve took action on interest rates this week, and many people are questioning why they did it... and Fed Chair Janet Yetllen can't answer the question of why she did it. It means one thing: She's playing politics with YOUR portfolio... Full Episode Here: https://SelfDirected.org/257 More Resources: https://SelfDirected.org/ira https://SelfDirected.org/ira/custodians https://www.Facebook.com/sditalk https://S...
256E: Traditional IRA vs Roth IRA | Episode 256E
March 15, 2017 18:19 - 7 minutesTraditional IRA or Roth IRA - Which Is Fundamentally Better? (Part 1 of 3) All else being equal, which is better: The Traditional IRA or the Roth IRA? Well, all things are NOT equal, but there are some very important differences that go beyond even the taxation issues that distinguish these account types. Learn the deeper differences right now: Full episode & All Resources: https://SelfDirected.org/256 Hosted on Acast. See acast.com/privacy for more information.
256D: Traditional IRA vs Roth IRA (Part 2) | Episode #256D
March 15, 2017 18:18 - 6 minutesTraditional IRA or Roth IRA - Which Is Fundamentally Better? (Part 1 of 3) All else being equal, which is better: The Traditional IRA or the Roth IRA? Well, all things are NOT equal, but there are some very important differences that go beyond even the taxation issues that distinguish these account types. Learn the deeper differences right now: Full episode & All Resources: https://SelfDirected.org/256 Hosted on Acast. See acast.com/privacy for more information.
256C: Traditional IRA vs Roth IRA (Part 1) | Episode #256C
March 15, 2017 18:17 - 6 minutesTraditional IRA or Roth IRA - Which Is Fundamentally Better? (Part 1 of 3) All else being equal, which is better: The Traditional IRA or the Roth IRA? Well, all things are NOT equal, but there are some very important differences that go beyond even the taxation issues that distinguish these account types. Learn the deeper differences right now: Full episode & All Resources: https://SelfDirected.org/256 Hosted on Acast. See acast.com/privacy for more information.
256B: a FAKEOUT INDICATOR That You Probably Trust | Episode #256B
March 15, 2017 18:11 - 7 minutesA Trendy Housing Market Indicator You Should IGNORE? There's a very trendy housing market indicator frequently cited by the press, yet it's only accurate on its own an incredibly small portion of the time. Don't get faked out! Learn more now: Full Podcast And Resources Here: https://SelfDirected.org/256 Hosted on Acast. See acast.com/privacy for more information.
256A: AirBnb & VRBO in Your Self-Directed IRA? WARNING! | Episode #256A
March 15, 2017 18:04 - 11 minutesAirBnb or VRBO in your Self-Directed IRA? Warning! It was inevitable! AirBnB & VRBO have become so popular that people are combining real estate owned in their self-directed IRA's with the AirBnb/VRBO way of property rentals, but... there's a HUGE "gotchya". Listen in now to hear more about the "catch" that could bite you: Full Episode and Resources here: https://SelfDirected.org/256 Hosted on Acast. See acast.com/privacy for more information.
255E: Can I Borrow Money In My IRA? | Episode #255E
March 13, 2017 19:23 - 8 minutes"I've Found A Great Real Estate Deal... But My IRA Only Has Enough For The Down Payments. Can My IRA Borrow The Rest?" I don't know about you, but to me, the notion of introducing debt into an IRA or 401(k) seems... scary. Nevertheless, it is possible and in some cases, can even make a lot of sense. But it opens up another entire can of worms, so learn the ins and outs here: Here's the full podcast (and all resources): https://SelfDirected.org/255 Hosted on Acast. See acast.com/pr...
255D: What Can I Buy In My IRA? | Episode #255D
March 13, 2017 19:21 - 6 minutesWhat Kind Of Assets Can You Buy In Your IRA? (Part 2) Yes, your Self-Directed IRA is very flexible... but exactly what kinds of assets can you ACTUALLY buy using your retirement money... or are there any limits at all? Hint: There are limits, but not many - but ignoring them can hurt very, very badly: Here's the podcast (and all resources): https://SelfDirected.org/255 Hosted on Acast. See acast.com/privacy for more information.
255C: What Can I Buy In My IRA? | Episode #255C
March 13, 2017 19:16 - 6 minutesWhat Kind Of Assets Can You Buy In Your IRA? (Part 1) Yes, your Self-Directed IRA is very flexible... but exactly what kinds of assets can you ACTUALLY buy using your retirement money... or are there any limits at all? Hint: There are limits, but not many - but ignoring them can hurt very, very badly... Full Podcast and Resources Here: https://SelfDirected.org/255 Hosted on Acast. See acast.com/privacy for more information.
255B: Market Evaluation - 3 Smart Questions About JOBS | Episode #255B
March 13, 2017 19:13 - 7 minutesIf You're Evaluating a Real Estate Market, Here Are 3 Important Questions To Ask About JOBS In The Area... Not all jobs are created equally, and some types of jobs have a much higher predictive value than others. Take a moment now to learn 3 important questions you should ask... Full Podcast and Resources here: https://SelfDirected.org/255 Hosted on Acast. See acast.com/privacy for more information.
255A: Is DALLAS Headed For A Crash? | Episode #255A
March 13, 2017 19:10 - 11 minutesIs The Dallas Real Estate Market Headed For A Crash? One SDI listener is extremely interested in investing in turnkey rental property in Dallas, Texas... but he can't shake the memory of the real estate crash in Dallas in the '80's. Is today's market like that one in any important ways? The Podcast (And Resources) Are Here: https://SelfDirected.org/255 Hosted on Acast. See acast.com/privacy for more information.
254E: Taxable vs Prohibited Transactions in your IRA | Episode 254E
March 10, 2017 21:28 - 8 minutesProhibited Transactions are Always Taxable. But Taxable Transactions Aren't Always Prohibited... Many Self-Directed IRA owners don't realize that it's possible to engage in transactions in an IRA that establish a present-day tax liability. Those who do know that frequently confuse taxable transactions in an IRA with the more sinister risk, the prohibited transaction. Prohibited transactions are always taxable. But taxable transactions aren't always prohibited. Here's the difference: T...
254C: Who Set Up Your Solo 401(k)? DANGER - SERIOUS NOTICE | Episode #254C
March 10, 2017 21:09 - 6 minutesIs There A Custodian Involved In Your Solo 401(k)? DANGER, Will Robinson! (Part 1 of 2) One thing that is undeniably true about Self-Directed (Solo) 401k's versus Self-Directed IRA's is that 401k's are far more resilient against prohibited transactions than their IRA counterparts. But as it turns out, that's only true if your Solo 401k was established in the correct way. If not, then your Solo 401k is no safer against PT's than any run-of-the-mill IRA. Learn why right now: This Episode...
254B: the IDEAL RENTER Demographic | Episode #254B
March 10, 2017 21:01 - 7 minutesThere's a huge population of reliable renters likely to be flush with cash from a recent home sale who want to stay in your rental property - if you meet their requirements - for life! If you want to know where and what these folks will be renting over the next decade or more, listen in right now: This episode - and all supporting content - located at: https://SelfDirected.org/254 Hosted on Acast. See acast.com/privacy for more information.
Should You Use an IRA Company to Set Up Your Solo 401(k)? | Episode #254D
March 10, 2017 21:00 - 6 minutesShould You Use an IRA Company to Set Up Your Solo 401(k)? https://SelfDirected.org/254d There's a hidden distinction among solo 401(k) plans from one provider to the next that's big, bad and disconcerting if you discover it the wrong way. I'm Bryan Ellis. I'll tell you what it is right now in Episode #254 (part D) of Self Directed Investor Talk. https://SelfDirected.org/ira https://SelfDirected.org/investor-talk http://www.Facebook.com/sditalk http://www.Twitter.com/sditalk ...
254A: The TRUMP Economy for Self Directed Investors | Episode #254-A
March 10, 2017 16:49 - 11 minutes3 New Pieces of data about the Trump Economy are eye-openers… absolutely shocking… and frankly, are each great indicators about what CAN happen in YOUR Self-Directed IRA, Solo 401k or any other investment portfolio if you’re smart enough to play the hand you’re dealt. Learn about those 3 earth-shaking pieces of data, and how they play in your favor RIGHT NOW: Full Notes and Resources available at: https://SelfDirected.org/254 Hosted on Acast. See acast.com/privacy for more information.
All Prohibited Transactions Are Taxable… All Taxable Transactions Aren’t Prohibited [Episode #253]
March 08, 2017 21:40 - 8 minutesThe Big Idea Prohibited transactions are a terrible, terrible thing for your IRA, and they are ALWAYS taxable, with penalties and interest, too. Yes, all prohibited transactions are taxable. But not all taxable transactions in your IRA are prohibited... Points To Ponder Prohibited transactions are prohibited because they benefit someone other than the IRA Not all transactions that are taxable to your IRA are prohibited Zamir from Boston proposes a transaction that could be bot...
an EXCELLENT MARKET for owning TURNKEY RENTALS is... | SDITalk.com #252
February 09, 2017 20:15 - 6 minutesThe Big Idea There's nothing sexy about Birmingham, Alabama... unless very high cash flow from very inexpensive properties is sexy. In that case... Birmingham is smoking hot! Points To Ponder Turnkey rental properties are homes you buy as rental properties, but there's already a tenant and property manager in place to make the whole investment "hands-off" for you Birmingham, Alabama is a strong alternative to consider. Cash flow ROI is very strong. Example: 1,000 SF home, built in...
TRUMP Does Something GREAT For Self-Directed Invsetors | SDITalk.com #251
February 08, 2017 10:01 - 7 minutesThe Big Idea The Fiduciary Rule claims to benefit the "best interests" of retirement account investors, but will only serve to keep middle-income Americans away from alternative assets and from high-quality financial advice. Trump has delayed implementation of this new rule and may end it entirely... Bravo! Points To Ponder In April 2016, the Department of Labor proposed new rules to expand the definition of "fiduciary" to anyone connected with providing guidance to retirement account i...
a WARNING about your SOLO 401(k) Plan | SDITalk.com #250
February 07, 2017 18:02 - 7 minutesThe Big Idea An old IRS Revenue Ruling makes Solo 401k's set up by banks, brokerages and self directed IRA custodians just as risky as IRA's in the event of a prohibited transaction... and it does not need to be that way. Pay close attention for the problem and the solution. Points To Ponder 401(k) plans (including Solo 401k's) can be set up as "Custodial" or "Trust" plans "Custodial" plans are usually those set up by financial companies, including Self Directed IRA custodians "Tru...
a BETTER WAY to Invest In Turnkey Rental Property? | SDITalk.com #249
February 06, 2017 15:28 - 7 minutesThe Big Idea Turnkey rental property investing is inherently simple, eliminating 95% of the effort and time involved in rental property investing. But for those seeking a 100% hands-off experience - along with the benefit of a higher level of professional management - a brand new approach to turnkey investing could be even better than it was before. Points to Ponder Turnkey rental property investing eliminates 95% of the effort involved in rental property ownership, but for some, that'...
PRIVATIZING Fannie & Freddie - Your Opportunity | SDITalk.com #248
February 03, 2017 15:12 - 7 minutesThe Big Idea Treasury Secretary Steve Mnuchin has said he plans to privatize Fannie Mae and Freddie Mac. But will he really? If he does, there's a great opportunity lurking... Points To Ponder Treasury Secretary Steve Mnuchin said very unambiguously that privatization of Fannie Mae and Freddie Mac are high priorities and can be accomplished quickly That was welcomed news to current shareholders, who have been the victim of the Fannie/Freddie bailout in 2008 If privatization of Fann...
Which Solo 401(k) Is The Best? | SDITalk.com #247
February 02, 2017 17:58 - 7 minutesThe Big Idea Not all solo 401(k)'s are the same... and the differences can be very profound. Points To Ponder A 401(k) is an employee-sponsored salary deferral and profit sharing plan. It can be both, one or neither of "Solo" or "Self-Directed" Solo 401(k)'s offered by stock brokerages tend to exclude all assets other than stocks, bonds and mutual funds. The law doesn't require a 3rd party custodian/trustee for your 401k, but some providers do Your plan will be more flexible as a ...
Trump's SCOTUS Nominee Neil Gorsuch vs YOUR PORTFOLIO | SDITalk.com #246
February 01, 2017 16:41 - 13 minutesThe Big Idea There are two fundamental philosophies when it comes to interpreting law as a judge, and one of them is absolutely better for anyone who makes their own investment decisions. How does Neil Gorsuch, President Trump's nominee for the US Supreme Court, stack up? Points To Ponder President Trump just nominated Judge Neil Gorsuch to serve as the next US Supreme Court It matters greatly because judges who ascribe to a particular judicial philosophy are very bad for investors an...