TAX ADVANTAGES

  • SELF-DIRECTED-IRAS-TAX-ADVANTAGES-ROTH-IRA

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|
  • INCOME-GROWTH-ASSETS-CASH-FLOW

Income & Growth?

In most investment circles, one desired goal is to have a balanced portfolio that provides income and growth (upside). The income-to-growth ratios can depend on many things, such as your personal goals and often your stage in life. Multi-Family can provide both income and growth. One of the reasons (one of the many!) we love fractionally investing in Multi-Family is that it allows for income (from rent payments) and growth. It gives you the best of both worlds. Not only that but as our fund grows in size, so too does the value of the units that an investor holds.   ...

May 13th, 2021|