What You Need to Know About Valuing Alternative Assets in Self-Directed IRAs
- What is Fair Market Value (FMV)?
- Why FMV Matters
- Investor Responsibilities
- Next Generation Responsibilities
- Key Dates & Helpful Resources
The Government’s Take on “Unconventional Assets” — Are You Prepared?
- The U.S. government’s ‘take’ on unconventional assets
- Basic structure of self-directed retirement plans
- Common prohibited transactions to avoid
- Fair market value reporting
- Reporting distributions from retirement plans
- Unrelated business taxable income
The Truth About Using Retirement Funds To Start Your Own Business
- What is ROBS?
- Steps required to set up
- Potential risks
- Alternative ways to invest
Building a Better Retirement Foundation with Real Estate and Self-Directed IRAs
- Allowable real estate investments
- Guidelines for investing (do’s and don’ts)
- Maintenance/repairs, Insurance & Taxes
- Foreign investments
- House flipping & Tiny homes
How To Protect Yourself From Self-Directed IRA Fraud
- Indicators of self-directed IRA fraud
- Questions to ask before investing
- “Safe” investment checklist
- Top 10 investor threats
6 Ways a Self-Directed IRA Puts You in Control of Your Retirement Savings
- Do you have an existing 401 (k) plan from a previous job?
- Advantages of rolling your 401k into an IRA
- Advantages of a self-directed IRA
- 10 most creative self-directed investments
- Profile of the “typical” self-directed client
- Case study examples