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What is a Prohibited Transaction?

I love self-directed IRA’s. I recommend them all the time to investors and private lenders. A questions I get a lot is… “Susan, I am looking into setting up a self-directed IRA but I have read some horror stories about people getting in trouble with the IRS because they did a “prohibited transaction.” What is [...]

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All About Self-Directed IRA’s

Here’s the replay of the September 2009 Insights Training: All About Self Directed IRA’s: How to Tap the Purchasing Power of Your IRA Before retirement With No Taxes or Penalties

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No Non-Recourse Loans in Arizona

I just found out that North American Savings Bank, the premiere provider of non recourse loans for buying properties with your self-directed IRA, has suspended loans in Arizona until further notice. That means you can live in Arizona and buy a property in another state but NASB won’t finance a

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Alternative Financing Strategies

Alternative Financing Strategies Here is the replay of the virtual class from November 12, 2008.

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Private Money – How to Get it and How to Pool It

Earlier this week, I was interviewed by my friend Trevor Mauch over at the REI Brain. He’s putting together a Private Money course and has invited me to be a contributor and coach. Anyway, he recorded the interview and was gracious enough to send me a copy

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Lender Discriminates Against Ugly House

In this era of political correctness, we have just encountered one seemingly unprotected class – houses. Yes, just today one of our lenders declined a loan for an investor client because the house lacked “curb appeal.” That’s like when your friend wants to fix you up with someone who has

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