The Investor Insights » self-directed IRA

What is a Prohibited Transaction?

lassiter — Mon, 17 May 2010 16:21:59 +0000

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 a prohibited transaction and how do I know I’m not accidentally doing one?” — Jimmy Davis

Hey Jimmy, it’s good that you are aware of this. Here’s what you need to watch out for… In

All About Self-Directed IRA’s

lassiter — Tue, 06 Oct 2009 15:49:04 +0000

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

No Non-Recourse Loans in Arizona

lassiter — Wed, 08 Jul 2009 15:12:39 +0000

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

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

lassiter — Fri, 14 Nov 2008 00:38:22 +0000

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. (Watch your email to learn how you can participate.) Anyway, he recorded the interview

Lender Discriminates Against Ugly House

lassiter — Mon, 18 Aug 2008 21:28:27 +0000

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

Private Money Magnet Class

lassiter — Tue, 15 Jul 2008 00:11:20 +0000

Investor Insights Virtual Class Original Air Date: July 12, 2008 In this 1 hour video, we discuss how to RAISE private money for your projects AND how to earn big returns by becoming a private lender. Just click the video below to start the video.