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Checkbook IRA – Checkbook LLC – Whatever You Call It – There’s Trouble Ahead

Checkbook IRA – Checkbook LLC – Whatever You Call It – There’s Trouble Ahead

A recent case has shed light on one of the riskiest retirement plan strategies put forth by promoters. In McNulty v. Commissioner (157 T.C. 10) a U.S. Tax Court brought clarity to the scheme of using self-directed IRAs for personal investments. Read this special report from Garrett Sutton at Corporate Direct to discover why if you have a checkbook IRA or LLC, you may want to speak with your lawyer immediately.

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9/18/11: Retirement Planning Abroad and Beyond – How to Have Your Cake and Eat It Too

9/18/11: Retirement Planning Abroad and Beyond – How to Have Your Cake and Eat It Too

All Posts, Broadcast Notes /

When it comes to retirement, getting there means knowing where, why and how.  And without foresight, opportunities can be squandered or missed altogether.  Since real estate is simply a means to an end, it’s important to begin with the end in mind. Host Robert Helms takes a look at what things you need to think

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10/24/10: Big Profits without Wall Street or Tenants – How Private Investors are Making Money from the Financial Crisis

10/24/10: Big Profits without Wall Street or Tenants – How Private Investors are Making Money from the Financial Crisis

All Posts, Broadcast Notes /

When an economy burns down, the landscape is charred and the financial food chain is disrupted.  Viable businesses starve for funding, while investors hunger for return.  The normal eco-system has broken down and sources of capital and investment opportunities aren’t where they’re supposed to be.  Everything is in disarray and the ensuing uncertainty breeds fear.

10/24/10: Big Profits without Wall Street or Tenants – How Private Investors are Making Money from the Financial Crisis Read More »

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