This month’s IRA Focus delves into complex investment strategies such as combining IRA funds with personal funds, joint ownership, and harmonizing personal assets with retirement plans for more effective financial management.
Can I Partner with My Self-Directed IRA? How Joint Ownership Works
When is joint ownership of an investment better than a Tenancy in Common structuring, and who is a disqualified party? David Moore of IRA Advantage explains.
Self-Directed Retirement Accounts – Combining Personal and Plan Money via IRA
When it comes to purchasing self-directed IRA investments, are you allowed to combine personal and plan money? Yes! Here’s what to keep in mind.
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The Guys With All The Answers…
David and Thomas Moore, the co-founders of Equity Advantage & IRA Advantage Whether working through a 1031 Exchange with Equity Advantage, acquiring real estate with an IRA through IRA Advantage or listing investment property through our Post 1031 property listing site, we are here to help Investors get where they want to be. Call them today! 800-475-1031.