American Association of Private Lenders (AAPL) IRA

Our friends at the American Association of Private Lenders (AAPL) have their fingers on the pulse of the market providing key insights, education, relationships and opportunities to individual and corporate level investors, vendors, and industry professionals. Turbulent times call for a responsible plan to build wealth. Our colleague Clay Malcolm shares The Evolving Mentality of […]

The Differences between IRA’s and 401K Plans

As of December 31, 2018, 401(k) plans held an estimated $5.2 trillion in assets and represented 19 percent of the $27.1 trillion in US retirement assets, which includes employer-sponsored retirement plans, individual retirement accounts (IRAs), and annuities. In comparison, 401(k) assets were $3.1 trillion and represented 17 percent of the US retirement market in 2010. […]

Mail Bag Question Blog

This Month’s Mail Bag Question comes from Orlando Realtor Matthew Rollo: “How did you fund your first flip? How did you fund your most recent flip? I am curious to see the difference, if any, so when the time comes this year I know what I need to have to begin the process myself. Better […]

You Can Invest Like A Rothschild

Times of economic uncertainty often lead to panic within financial markets across the globe. Yet for a small percentage of the population uncertain times have little to no impact on business as usual, in fact some expanded their wealth.  Investing principles gleaned from Biblical lessons played the greatest role in the creation of generational wealth. […]

Action Steps on Life Lessons from The Very Wealthy

Having Money is Better Than Not Having Money When you have money, you have the freedom to live the life you want and not have to worry when something bad happens and whether or not you can afford a vacation. Action Step: If you have money, great keep it up! If you don’t, find ways […]

Has The 2017 Tax Overhaul Law Affected Real Estate?

A recent report from the New York Federal Reserve sheds light on the question: Has the massive tax overhaul adopted by Congress in late 2017 had any effect on whether consumers want to buy or sell homes? It’s an important issue because federal tax laws can make owning a home much less costly or far […]

What Are UBIT and UDFI Taxes Associated with Self-Directed IRAs?

Last week we covered UBIT, today we’ll cover UDFI.   This is unrelated debt financed income. OK, what the heck does that mean?  Like everything else when it comes to the Tax code and the IRS, the definition is often complicated. Basically, it’s when you make money on leveraged debt in a retirement account. So, if […]

Goal Setting

The Goal Setting Process “The fact is that you can’t hit a target that you can’t see. If you don’t know where you’re going, you will probably end up somewhere else. You have to have goals.” – Zig Ziglar   Most people understand that setting goals are important for making progress; however, the overwhelming majority […]

Book Review: 6 Practical Steps to Turning Desire into Wealth

Reading is to the mind what exercise is to the body. And as such, we make it part of our daily habits to nourish our minds not only with YouTube videos and Ted Talks, but with books from a variety of sources on a variety of topics.  For some of you time challenged folks we’ve […]

Deciphering UBIT and UDFI

Since the launch of our Fund 3 in December 2020, we’ve received a lot of questions about a couple of weird acronyms that can be bit of a nuisance. UBIT (Unrelated Business Income Tax”) and UDFI (Unrelated Debt-Financed Income Tax) are two taxes that can apply to your retirement account. Now, it’s not the end […]