John’s Blog — Tidbits on a Lot of Things

“My CPA Said the IRS Prohibits my 401K from Investing in Real Estate!”

  This was a recent comment made regarding a soon-to-be client after visiting with their CPA.  While we do not hear this comment as much as we used to, we still do hear it.  Whether it is our CPA, financial adviser or broker, the mantra can be the same:  “The IRS doesn’t allow you to invest in assets like real…read more →

“We’ve Established Checkbook Control IRAs for…….”

Just this past week I spoke with a soon-to-be client who had done extensive research in the differences between custodians, administrators and facilitators of self-directed retirement plans (primarily IRAs).  While it ended up that he is going to establish a self-directed 401K, he initially called to inquire about an IRA.  He did not realize that he was even eligible to…read more →

What Does the IRS Think of Investing in Real Estate?!

What DOES the IRS really think about people investing in real estate with their IRAs and 401Ks?

Self-Directed IRAs and 401Ks — Ever Fall Over That Crack?!

We’ve all done it…..that crack in the sidewalk that most people would have to intentionally attempt to trip over and still maybe not fall….but, we are the ones who do that trip and are always embarassed over it. When we trip on the crack, we look at the crack as if it jumped up and knocked us over when no…read more →

Self-Directed 401Ks — A Mini B.O.Y.?

Learn how you can USE your 401K plan to reduce debt AND grow your 401K at the same time. Not possible? Think again.

Self-Directed IRAs & 401Ks – Who the Heck are Disqualified Individuals?!

Wanna self-direct? Make sure you follow this IRS Prohibited Transaction and your life will be easier!

Self-Directed IRAs and 401Ks — Oops, My Broker Wouldn’t Like This!

Learn why you might want to consider self-directing your retirement assets. Invest in traditional and non-traditional assets all from ONE account.

Self-Directed IRAs and 401Ks – You Don’t Have Be All-In — Playin’ the House’s Rules

Well, while poker may be fun to play and tell stories about, it only serves in this article as an analogy with what may be happening with many individuals who are setting up self-directed IRAs and 401Ks. Many people are tired of the Wall Street yo-yo of up and down

Thoughts on Wall Street — and Control — YOURS!

Sooooo, is Wall Street a scam?! Well, actually, while we might believe it is at times, most likely it is not. But, with all the rash of problems in the market that has surfaced and continued to hold high its ugly head over the last couple of years, one does definitely wonder. Since, there are many articles and posts devoted…read more →