The Power of a Self Directed IRA

'Tax Efficent'.At first glance, it's hardly an exciting term is it?! But many CalTier investors are enjoying the tax-efficient benefits that a Self Directed IRA (SDIRA) provides. What are they?There are a number of features that many people enjoy with a Self Directed IRA: Diversification - With a Self Directed IRA you can invest in alternative investments like Art, Crypto, Startups and of course Real Estate! Tax Efficiency - Often the gains made within a Self Directed IRA are tax free* Roll Over - You can often 'roll over' your IRA, 401(k) and 401(b) funds to maximize retirement gains Speed - ...

April 7th, 2023|

Tax Efficient Investing for Real Estate

Matt Belcher talks with James Jones about tax-efficient real estate investing using self-directed IRA's.   Click below to watch the video  

July 9th, 2021|

Using a Self-Directed IRA for Real Estate Investments

If you have been following CalTier for any length of time, you have likely seen the term 'self-directed IRA' mentioned several times on our website or in emails.   So what is a Self-Directed IRA? Self-directed IRAs (often called SDIRA for short) are self-directed individual retirement accounts that many favor in conjunction with a traditional Roth IRA. The big difference with a self-directed IRA is that these accounts can hold various alternative investments, such as real estate or an investment into a company. A custodian company administers them; however, you decide where the monies are invested as the account owner. ...

June 10th, 2021|

CalTier Welcomes James Jones as Strategic Advisor!

We are delighted to announce that James Jones is joining CalTier as our Strategic Advisor for Wealth Management and Self Directed IRA's.   This is fantastic news for CalTier and our current and potential investors. James brings years of business, wealth management, and financial services experience to the table and has been a pioneering leader of the Self Directed IRA market.   To say we are excited to have James helping us grow our Self Direct IRA market would be an understatement!   "Aside from James' experience and knowledge in the Self Directed IRA market, he is just one of ...

June 1st, 2021|