5 Must-Reads to Inspire SDIRA Strategy This Winter

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5 Must-Reads to Inspire SDIRA Strategy This Winter
Inspire Your Self-Directed IRA Strategy for 25-26 Tax Year | IRAR
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Ready to take charge of your financial journey?  We've compiled our most popular eBooks designed to empower you with the knowledge and tools you need to succeed with a self-directed retirement plan—and they're all free!

If you’re a seasoned investor, a small business owner, or just starting to think about retirement, these eBooks are packed with actionable insights to help you reach your goals. Now that tax season’s behind us, it’s the perfect time to focus on growing your investments—ideal for a cozy winter afternoon or a weekend recharge!

Let’s dive into what each eBook has to offer!

1. Self-Directed IRAs: What You Need to Know to Get Started 

If you’ve ever wondered how to diversify your retirement portfolio beyond stocks and bonds, this eBook is your go-to resource. Learn how self-directed IRAs work, explore alternative investment options like real estate and private equity, and gain the confidence to make informed decisions about your retirement savings.

Key Takeaways:

  • The benefits of self-directed IRAs
  • Step-by-step instructions to get started
  • Strategies to maximize your investments

 

 

2. YES! You Can Invest in Real Estate With Your IRA!  

Real estate remains one of our industry's most powerful wealth-building assets. This comprehensive eBook breaks down the essentials of investing in real estate with a self-directed IRA, from identifying opportunities to managing risks. Whether you’re a beginner or looking to expand your portfolio, this guide has something for everyone.

Key Takeaways:

  • Strategies for real estate investments A-Z
  • Financing options and tax advantages
  • Tips for managing properties effectively

 

3. The Self-Directed Solo 401(k) Plans Handbook 

Are you a business owner (no employees), freelancer, or independent contractor? This eBook is designed just for you. Discover how Solo 401(k) plans can help you save for retirement while enjoying significant tax benefits. Learn about the plan’s flexibility and why it’s a great fit for those with an entrepreneurial spirit.

Key Takeaways:

  • How to set up and manage Solo 401(k)
  • Contribution limits and tax advantages
  • How to keep your plan compliant

 

4. The Basics of UBIT, UBTI, and UDFI: Self-Directed Real Estate IRAs and Taxes

Navigating the tax implications of alternative investments can be daunting, but this eBook simplifies the process. We break down complex terms like UBIT, UBTI, and UDFI, showing how they apply to your self-directed IRA investments. Avoid surprises and plan smarter with this essential guide.

Key Takeaways:

  • Definitions and examples of key tax terms
  • Scenarios when these taxes apply
  • Tips to minimize tax liability

 

5. The Complete Guide to Small Business Retirement Plans

Tailored specifically for small business owners and entrepreneurs in mind, this eBook addresses the unique challenges and opportunities in retirement planning. From managing fluctuating business income to implementing tax-saving strategies, discover how to secure a financial future while continuing to grow your business.

Key Takeaways:

  • Types of retirement plans for small business owners
  • Contribution limits and rules for each plan
  • Plan comparison to fit your needs

 

How to Get Started

All five eBooks are available for free download on our website. Simply visit the IRAR guide page to claim your copies today. Each guide is written in plain language and designed to give you the tools and confidence to take action. Don’t miss this opportunity to level up your financial knowledge and take control of your future. Download these eBooks now and start your journey toward financial empowerment!

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