IRAs, Individual 401(k)s and Real Estate

10/22/2020

Mainstar Trust Business Development Officer, Thomas Schmidt, participated in a recent Think Realty webinar educating real estate investors on various Self Directed retirement account structures including: Traditional, Roth, Inherited, SEP, and SIMPLE IRA, Individual 401(k), and Health Savings Accounts (HSA). Thomas also reviews the considerations real estate investors must make when using an IRA including: Prohibited Transactions and Disqualified Persons.

VIDEO: Yet Another Option for Self-Directed IRA

Asking "What If" has always served us well. In this case what if rather than being the one to pay into a mortgage, you could be the one receiving those payments? What if you could be the bank? What if you could control an asset without owning it? Welcome to Note Investing.

2022 Cost-of-Living Adjustments: How Inflation Affects Your Retirement Contributions

For 2022, almost all the limits will be rising, except for the IRA contribution limit. However, the compensation thresholds for IRAs are increasing, so you may qualify to take a bigger tax deduction for a traditional IRA contribution or to contribute to a Roth IRA if you couldn’t in previous years based on the income restrictions.

How to Assess Self-Directed Investments for Risk in the Post-Pandemic Market

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IRAs, Individual 401(k)s and Real Estate

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