Most people have never heard of Self-Directed IRAs (SD IRAs)... And those who discover them, can't believe no one ever told them about them beforehand. $20 Trillion Americans have some $20 trillion (yes trillion!) in retirement dollars (IRAs, 401k, etc.). About 97% of those dollars are invested in Wall Street, i.e. stocks, bonds and mutual funds. Many people are unhappy with the Market, but don't know what else to do. Go Off Wall Street Only a small percent have learned that they can take their retirement dollars out of Wall Street and invest them elsewhere. For instance, they can invest in real estate; in bitcoin and other cryptocurrencies (very hot now); in gold and precious metals; in tax liens; in loans and mortgage notes. Some are even investing in things like Arabian race horses, treasure hunt amusement parks, Hollywood films, etc. An SD IRA opens up an entirely new field of opportunity that most people in the $20 trillion group have no idea exists. Why This Book Is Different The challenge has been informing people of this: letting them know that it exists and explaining it simply in ways everyone can understand. That's what this book by Jeff Astor is about. It explains all the basics in plain English. In an hour or so of reading, you will learn 95% or more of the basics about SD IRAs. And the part you don't know, you'll know how to find it and/or whom to ask. This book is a breakthrough in that regard. No other book on the subject explains so much so simply so succinctly. The author has manned the phones at Broad Financial, an industry leader in self-directed plan, daily for five years. He's been in contact with some 10,000 people during that time, explaining the basics and clarifying even the most complex questions with straightforward answers. Now, he's distilled his knowledge in one place, in a "quick no-nonsense guide," breaking down the information into small, bite-size chunks, and even throwing in a little humor. Read it and learn about something that may change your life in ways you never thought possible. Some Of The Things You'll Learn Why Are People Self-Directing? You'll learn about diversifying, rebalancing, hedging against a recession and more. What Can I Invest In? Though real estate is the most common, you can also invest your IRA in Bitcoin and other cryptocurrencies, gold, tax liens, loans, startups, peer-to-peer platforms, exotics and more What Can't I Invest In? You'll learn exactly what to stay away from so that you remain clear of any troubles with the IRS Real People, Real Stories One of my favorite chapters because it's about people like you The 2 Types of SD IRAs: Custodial & Checkbook A key chapter that clearly explains the two fundamentally different self-directed IRA models in the business. Beware of Scams, Fly-By-Nights, Pajama Salesmen & Bad Customer Service Yes, pajama salesmen, other nightmares and how to avoid them all. And much more...

Did you know that IRA funds can be invested in real estate and much more without tax or penalty? Your financial advisor may not be informing you of all the investment options at your disposal. Unfortunately, you are not alone. However, luckily, it is easier than it seems. In this new introduction to the self-directed IRA, tax attorney Adam Bergman, Esq., gives readers the foundation to begin their journey toward unlocking a world of investment opportunities through the self-directed IRA. The simple building blocks he provides will help readers navigate the world of self-directed IRA investment options and make informed decisions about their retirement. Bergman breaks down the basics of the IRA and Roth IRA, defines tax deferrals, outlines contribution limits, explains distributions, shows the benefits of a self-directed IRA, describes prohibited transactions, and introduces investment opportunities-many of which you may not be aware of. It's never too early to start planning for your future. Self-Directed IRA in a Nutshell provides the perfect introduction into the heady world of self-directed retirement tax planning and provides the basic building blocks for understanding how potentially the self-directed IRA can help build your retirement nest egg. Become the financial expert in your own life with the help of Bergman and his informative, easy-to-understand guide.

For decades, banks and brokerage houses effectively convinced us that IRA holdings could be invested only in stocks and CDs. Few people knew that there was a viable alternative that offered both safety and growth. That alternative is real estate. In IRA Wealth, investment expert Patrick W. Rice first teaches you how to turn your IRA into a self-directed account, and then details the many ways in which real estate products can make you rich. The author offers a wide variety of strategies for both the aggressive investor interested in high returns and the conservative investor looking for a steady stream of income—all tax-deferred or tax-exempt. Although it may be a little late to avoid the volatility of the stock market, the lesson has been simple: Don’t put all your eggs in one basket. Patrick Rice now offers you an entirely new basket that holds golden eggs for a bright and rewarding future.

TIRED OF YOUR IRA EARNING LOUSY RETURNS IN TRADITIONAL INVESTMENTS? Want to know the secret to increasing returns in your IRA that your investment advisor may not even be aware of? Many people have found great success in investing in real estate over the past few decades but few are aware that you can hold real estate investments within your IRA. Not only can you hold these investments, you can use the power of leverage through nonrecourse loans to substantially increase your returns. Within this book you will learn: How self-directed IRAs function. What a non-recourse loan is and how it works. Why your CPA and investment advisor may not be aware of these options. What the IRS has to say about real estate in an IRA. The step-by-step actions to get started earning great returns. You don't have to take the investments offered by your bank or financial institution - you can choose! Rather than watching your retirement funds inch slowly forward, put that money to work and live the retirement of your dreams!

Taxes! Boring and irritating, right? Perhaps. But if you want to succeed in real estate, your tax strategy will play a HUGE role in how fast you grow. A great tax strategy can save you thousands of dollars a year - and a bad strategy could land you in legal trouble. That's why BiggerPockets is excited to introduce its newest book, The Book on Tax Strategies for the Savvy Real Estate Investor! To help you deduct more, invest smarter, and pay far less to the IRS!

Quick reference guide for parents and kids. Money management skills include: appreciating the benefits of a Roth IRA and the rules for contributing, identifying different types of child employment, discovering ways parents can employ their children, learning how to issue a Form W-2 for your child, and introducing tax concepts for kids with earned income.