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Ideas and updates for self-directed investors

Commentary on rule changes, strategy and due diligence for people who run their own self-directed IRA or Solo 401(k).

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Investing and Strategy

Depreciation is the wrong reason to avoid real estate in a plan

Depreciation shelters taxable income, and a retirement plan has none. Why the objection misses the real question: what your plan could own instead.

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Latest

  1. Retirement Planning

    The Solo 401(k) deadline that depends on how you pay yourself

  2. Legislative Updates

    New IRA correction program: What it can and cannot fix

  3. Retirement Planning

    Why you might want a Solo 401(k) even if you have a plan at work

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The Plan Insider

What 2008 taught me about investment freedom

Lessons from 2008 on how a self-directed IRA or Solo 401(k) lets you put retirement money into real estate, notes, and other assets you already understand.

Real Estate Investing

What checkbook control actually means when your IRA owns a rental

Checkbook control gives you signing authority over your plan's bank account. The real benefit is being able to commit to a date and keep it.

Private Lending and Notes

Loan-to-value: the first screen on any real estate note

Diligence on a real estate note takes hours. The loan-to-value ratio takes a minute, and it tells you which notes are worth the rest of your time.

Legislative Updates

SEC proposes new pathways to accredited investor status

The SEC has opened comment on qualifying as an accredited investor by exam or professional credential, in addition to the income and net worth tests.

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