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
VIDEO – Self Directed IRA’s for Real Estate Investing
Join CalTier Co-Founder Matt Belcher and James Jones of Alto IRA as they discuss using your Self Directed IRA to invest in commercial real estate. 12-minute video. PRESS PLAY BELOW
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. ...
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 ...
Assets for Inflation Protection
Over the last year, we have already seen hard goods such as lumber double and, in some cases, triple in price. If you own a home and have been making improvements, then you know this all too well. It's great for Home Depot, Lowes, and lumber yards but not for our wallets! There have been a lot of talks recently in the press about inflation getting out of control. So what can you do to protect against it, and are there assets that help? In this outstanding Investopedia Article - 9 Assets for Protection Against Inflation, they list the ...
Is Real Estate Part of your Retirement Plan?
It is generally agreed that a balanced portfolio is a sensible strategy for most folks planning their finances for retirement. But what does this usually look like? Typically, most people have some mix of directly owned stocks or through a mutual fund or EFT, bonds, and perhaps some other asset classes. Real Estate is considered a solid alternative to adding to the mix. Why? It often performs as well as the S&P 500 (historically, this has been the case, as seen in this Fool.com article) but doesn't tend to fluctuate as stocks do. So there is a little more confidence and ...
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