Self-Directed IRA Articles

December
29

Self-Directed IRA is a Financial Game Changer

SOURCE: JP Dahdah, Posted in Self-Directed IRA Articles

CaliberCo.com Anyone reading this article is on a financial journey, willingly or unwillingly.  We experience a plethora of feelings, both positive and negative, while on this ride.  How do we accomplish our objectives and what steps should we take to become financially independent?  Building wealth is complex, regardless of whether…

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December
01

What You Need to Know About Private Equity Investments

SOURCE: JP Dahdah, Posted in Self-Directed IRA Articles

Did you know that in the second quarter of 2013, private equity investments on the United States were valued at $71 billion? That is a lot of money, and a lot of it actually comes from investors just like you. In fact, private equity investments are some of the best…

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August
25

Prohibited Transactions Infographic

SOURCE: JP Dahdah, Posted in Self-Directed IRA Articles

A prohibited transaction occurs when a retirement plan (e.g. self directed IRA or 401k) transacts with a disqualified person. IRC § 4975. A transaction is pretty easy to identify and is defined in the code as a sale, lease, exchange, payment, or other transfer of money from a retirement plan. If…

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