The IRA Expert - Learn from investment pros what you can do with a Self-Directed IRA
The lists of the nation’s current top real estate buyers’ and sellers’ markets each have geographical themes, according to real estate listing and research website Zillow.com’s new report. Check out the lists and see where your market falls. Read MoreAs those with self-directed IRAs are aware, investors aren’t confined to stocks and bonds when it comes to places to invest your money. Here are just a few options for alternative investing. Read MoreA man in Pennsylvania took a photo of himself every day to help document his tax liability. You might not have to go to that extreme, but consider keeping records of your self-directed IRA transactions to help at tax time. Read MoreDo you have a question about self-directed investing or alternative assets? Ask Equity Trust. Each week, National Education Specialist, John Bowens, will provide answers to your self-directed IRA questions. Read MoreGet a primary lesson on tax lien investing and view the list of upcoming tax liens across the country. Read MoreIf you’ve waited this long to file your tax return, here are some details about extensions, quick-filing methods and last-minute deductions that could help you out. Read MoreOccasionally, investors who buy property tax liens are left with the actual piece property when the delinquent taxes go unpaid. Equity Trust can help walk you through what comes next. Read MoreThere are actions you can take to reduce the monetary burden during retirement, beginning with the taxes you pay, according to a new article. Read MoreChildren who earn investment income aren’t exempt from taxes. Here are the IRS rules for these young income earners. Read MoreYou know healthcare costs are increasing, but are you putting away enough to cover medical bills totaling six figures? A recent Forbes article says you should be. Read MoreTaxpayers who fall into a certain income range who make the commitment to put money away to benefit their financial future can receive a Savers Credit from the IRS. Read More9 things to double-check before submitting documents or forms for Equity Trust transaction requests Read MoreDo you ever wonder what it will take for you to feel satisfied during your golden years? A recent study outlines what retirees feel are important factors for fulfillment. Read MoreThe Chicago Tribune provides a few last-minute reminders that could help you save on taxes. Read MorePeople worry more about their financial health than their physical health, but don’t like to talk about it, the Wells Fargo study finds. Read MoreWhen it comes to IRA contributions, good recordkeeping is more important than many realize – especially when you’re trying to figure out if you over-contributed. Find out how to keep track of your account and how to fix mistakes before they become costly. Read MoreAre you doing all you can to keep as much money as possible out of the IRS’s hands? Check out this list of possible deductions and costly mistakes you might not have considered. Read MoreCompany Founder and Chairman of the Board Dick Desich recently revealed to hundreds of investors how creativity and vision can potentially lead to big rewards for your self-directed IRA. Read MoreFind out what government-sponsored retirement plan holds the most retirement assets and why Americans use it more than any other savings vehicle. Read MoreHere are some steps to take to help underwriters or other agents understand the unique circumstances that come into play when you invest in real estate with an IRA. Read MoreThe government agency’s inclusion of identity theft on its annual list of tax scams should serve as a reminder to be vigilant about protecting your personal information Read MoreThe annual list of tax scams promotes taxpayer vigilance by providing examples of fraud that could be encountered. Read MoreThe IRS provides a guide to determining whether income is taxable or not. Read MoreEmployers decrease the portion of the contribution match provided to employee retirement accounts. Read MoreA recent MarketWatch.com article outlines ways to mitigate easily avoidable risks that can hamper wealth building. Read MoreU.S. Olympians receive a monetary prize when they win medals. Just like anyone else earning an income, Olympic champions must pay taxes on their winnings. Read MoreHere’s a quick guide to obtaining free tax forms and publications on many topics from the IRS. Read MoreFamilies with children need to think ahead regarding the price of further education, especially if their children are planning on pursuing a four-year (or advanced) degree.
There are some investing options available for parents to consider when saving for their children’s education. Read MoreThere are certain situations that cause investors to be responsible for an Unrelated Business Income Tax, or UBIT. Find out if it applies to you and what you need to do to square up with the IRS Read MoreIf you use a home office as part of your job, you may be able to deduct a portion of certain expenses or take the new, simpler, “safe harbor” deduction on your tax return. Read MoreIf you plan to work in some capacity during your retirement, you might want to consider states without income tax or favorable income tax rates. Read MoreFiling your taxes as early as possible can help you protect yourself against fraud. Get more details and discover resources to make tax filing easier.
Read MoreThere’s a myriad of resources out there to help you calculate and save for the cost of earning a diploma. Here are a few to help you get started. Read MoreNow that we’re in the new year, you might want to consider an estate plan checkup. Why? Read MoreA handy infographic highlighting 2014 Contribution Limits for IRAs and other accounts. Read MoreA look at some expired tax breaks that, if extended, might benefit you or your business. Read MoreRetired life is an attractive option during the years of returning home every night in the dark after a long day at the office. So what are the top eight ways to help individuals save enough so they can leave the workforce and enjoy their retirement? Read MoreRealtybiznews.com reveals regions around the U.S. that have shown to provide the highest return on investment for real estate investors. Read MoreEnsuring your account is up-to-date now could increase your wealth-building potential or prevent roadblocks in the future. Read MoreEquity University is offering a free online training session in which our National Education Specialist John Bowens explains what you need to know to complete a self-directed investment. Read MoreWhen it comes to financial savings, retirement is probably the most universal goal that people strive to accomplish. Establishing a financial plan for later years in life allows individuals and couples to spend time working on hobbies or projects that interest them, rather than having to work for a paycheck to keep food on the table and the electricity turned on in the home. Read MoreSaving for retirement goes beyond taking advantage of an employer-provided 401(k) plan. One option for additional savings includes opening an IRA. There are many reasons to open an IRA. Read MoreMany Americans assume that if they aren’t rich, and don’t have a lot of assets, they don’t need to establish an estate plan. However, even small estates can run into legal issues when it comes to disbursement of the estate’s assets, especially if there are multiple beneficiaries involved. This is where an estate plan comes into play. Read MoreIt is always the right time to begin planning for retirement, but this week, there’s special motivation to take action. In honor of National Save for Retirement Week, we have assembled the ultimate list of free resources to help you plan your path to true wealth, no matter where you are with your saving and investing. Read MoreInvestors know that any transaction carries a certain level of risk. While self-directed IRA deals can be lucrative, there’s still a possibility that they might not be exactly what they seem. Read MoreThis free, on-demand webinar, will provide an easy-to-understand overview of self-directed IRAs. Read MoreIf you’re headed to the Equity University Networking Conference, you’ll notice the agenda includes an abundance of education on a wide variety of alternative-investment topics. Read MoreDo you have money just sitting in your retirement account? Discover how to put it to work for you. Read MoreDiscover a real estate strategy that can reap potentially big profits and requires less of the cash and work than strategies such as real estate rehabs or rental properties. Read MoreThe upcoming start of a new school year serves as a great reminder for investors of where they can find large pockets of potential tenants for rental properties. Read MoreWhile originally scheduled keynote speaker Bill Rancic is no longer able to attend the Equity University Networking Conference due to a scheduling conflict, but we’ve got exciting news: We’ve secured a highly sought-after personal finance expert to keynote the conference! Read MoreReal estate data firm RealtyTrac has revealed its list of the U.S. cities that are seeing the most action in the real estate industry. Read MoreAre you hesitant to invest with a self-directed IRA for fear that the government will take some of your profits? There are steps you can take to help ensure you keep what you’ve earned. Read MoreOnce again, we’re giving our Facebook fans the chance to go to this year’s Equity University Networking Conference on us, but this time there’s an even bigger prize! Read MoreDiscover the alternative investment strategies that are delivering big results in today’s market, straight from the leaders in the industry, who are fully versed in what’s working and what is not. Read MoreAttorney Lee Phillips, who is a counselor to the U.S. Supreme Court, is constantly educating investors about how to keep their assets safe by following the law. His latest outreach effort is an article in which he sets the record straight about self-directed IRA providers and what to looking for when choosing where to open you IRA. Read MoreHead to our Facebook page and correctly guess the top three finishers of the big race to be run in Kentucky on May 4, 2013, and your annual fee for one Equity Trust account will be waived for 2013! If you’re not already a client, your setup fee will be waived as well. Read MorePaul Garon, a former financial analyst at Ford Motor Co., was fairly familiar with various investment strategies. He led a real estate investment club at Ford, which was also where he learned about using self-directed IRAs as a funding source for real estate and other alternative investments. Read MoreFor the second year, Equity Trust Company put out the call for examples of tax-free wealth building at its best, and once again, the company was flooded with stories of investors making double-digit (sometimes triple-digit!) profits in their IRAs, or finding unique, creatively conceived deals to benefit their retirement funds. A winner has been chosen, and he will share his profit-building strategies during an upcoming free webinar. Read MoreKurt Amundson has taken his real estate IRA rural to plant an investment that is already flourishing into quite a nest egg. Read MoreThere’s just under a month to the tax-filing deadline, but it’s not too late to increase your tax deductions for your 2012 tax bill. Read MoreEquity Trust clients who use the eVANTAGE account management system have likely noticed some changes when logging on recently. That’s because eVANTAGE is now part of our all-encompassing client portal myEQUITY! This is still new to a lot of people, so we put together this brief list of frequently asked questions to help you get better acquainted with the new portal and all the features you now have access to. Read MoreWhen natural disasters strike, stories of ordinary people doing extraordinary things to help their neighbors in need come forward. When things are at their worst, the best in some people rises up to meet the challenges a community faces during the long recovery. Sadly, as if death and loss were not enough of a tragedy, con artists and scammers come out of the woodwork, adding to the devastation in the lives of disaster victims. Read MoreToday, February 26th, Equity Trust Company will sponsor the first of three blood drives for LifeShare Community Blood Service at our Elyria and Berea offices. Read MoreChris Hively has grown tired of gambling with his life savings in the stock market.
“We’re kind of playing along in a game that we have no control or understanding of,” says Hively, an Equity Trust client who owns a packaging company near Los Angeles. “There’s so much information out there that if you’re not plugged in to the market day in and day out, you’re rolling the dice.” Read MoreWhile the old adage is bad things happen to good people, being the victim of a fraud scam or a scheme is an upsetting experience. In addition to the monetary loss, feeling angry, betrayed, sad or embarrassed can be enough to keep a victim from reporting the crime. This reaction is often exactly what the rip-off master and con artist want and Equity Trust Company knows breaking the silence helps keep others from being fraud victims. Read MoreWith the advent of the Internet, more information has become available for investors on the concepts and strategies that can be deployed within self-directed IRAs. Unfortunately, the growing popularity has also led to a lot of misinformation, myths, half-truths and flat-out wrong statements about self-directed IRAs. Read MoreAs an investor, you do your best to be on your toes and watch out for schemers and scammers. Being aware of the types of fraud specifically designed to target investors is one component of being a wise investor. Read MoreThere’s a line between a good investment and a too good to be true investment. One can say due diligence, or the lack of, is one of the main things that determines what side of the line an investment falls on. Read MoreWhen it comes to managing your self-directed IRA, keeping an eye out for those who prey on investors is a top priority. Read MoreEquity Trust Company knows fraud, scams, and schemes are possible pitfalls that can trap investors. Our mission is to help investors make tax-free profits through education, innovation, and a commitment to understanding their individual needs. In this spirit, we’ve developed a new scam & fraud knowledge center to give our clients a head start on how to identify scams and fraudulent investments, perform due diligence, and what resources to reach out to if you have a fraud complaint. Read MoreIt’s been hard to turn on the news in the past few weeks without hearing blow-by-blow accounts of the last-minute maneuvering in Washington to avoid the “Fiscal Cliff.” While most of the news has revolved around the preservation of tax cuts and the retaining of funding to other government programs, some might not be aware of the changes to government-sponsored retirement accounts that came out of the deal. One rule shift might interest those looking for more options when it comes to preparing a nest egg. Read MoreIt’s all you hear in the news anymore: “We’re approaching a ‘fiscal cliff’ … the Bush-era tax cuts are about to expire … solutions have not yet been determined.” What could this mean for your retirement savings? While that remains unknown, the reality is that our tax rates could increase. Read MoreEddie Speed, an expert on note investing who has bought and/or sold nearly 40,000 notes during his three-decade career, has story upon story about students he’s mentored who have reaped big profits from the note-buying business. He shared many of those stories at his half-day workshop on a bonus day at the 2012 Equity University Networking Conference. Read MoreIn his three decades of investing, mentoring, teaching and training in the note-buying industry, Eddie Speed has never seen such favorable market conditions as he sees today. Read MoreThe contribution limit for a 401(k) will increase by $500 to $17,500 for tax year 2013, the IRS announced. Read MoreWith the right system in place, real estate investors can acquire properties for cheaper than they thought possible, save money on rehabs and turn it into a lucrative part-time venture, according to a 20-plus-year real estate veteran. Read MoreFor those who are lost when it comes to figuring out how much of a nest egg is sufficient for the golden years, new guidelines can shed some light on the subject. Read MoreWant to know what investing strategies are working in today’s market? Join our CEO, Jeff Desich, for exclusive webinar this Thursday, August 30 at 9 p.m. ET where he’ll talk to multiple successful Equity Trust clients as they discuss what they look for in investments, how they complete them and make them work in an IRA. Read MoreHave you considered toiling at a job for the rest of your life? More than one-third of American workers plan to never leave the workforce, according to the 2011 Risks and Process of Retirement Survey Report, outlined in a Money-Rates.com article. Read MoreConcerned about their financial futures, more and more investors are turning to alternatives to stocks and bonds than they were 7 years ago – and the change seems to be paying off. Read MoreJoin Equity Trust Company CEO Jeff Desich as he provides an insightful look at the self-directed investment industry in today’s economy. Read MoreEquity Trust client Frank Iglesias is so blown away by the power of self-directed IRAs that he sent us a video. Read MoreYou might know him as District Attorney Arthur Branch. Or maybe you’re more familiar with him as the senator from Tennessee who crusaded for lower taxes. Either way, you’ll have a chance to see him in person and get insight into his life of leadership and fame. Read MoreToday’s market offers abundant opportunities for lucrative self-directed real estate investments, yet some are still too intimidated to jump in. The fear of complex deals, circumstances going bad and the possibility of losing money can be a big deterrent. Fortunately, there are resources and education for investors “pre-deal” that can ease concerns and can help ensure each deal completes smoothly. Read MoreHave you been letting events halfway across the world affect your financial future? If you’ve got assets in the stock market, that’s most likely the case. Read More