retirement planning

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.

The eQRP Co. – Damion Lupo

The eQRP Co. – Damion Lupo What do you get when you mix creative, tax-free (and totally legal!) strategies with your retirement plan? Total control of your financial future. Discover how the experienced team at The eQRP Co. can help you direct your investments with tax-free (not just tax-reduced or tax-deferred) investments.  You keep the control …

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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

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

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. …

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