Outlook 2010: Real Estate

To get straight to the point…2010 will look a lot like 2009. In other words, BIG opportunities for Self Directed IRA real estate investors.
In the early part of 2009, we forecast that real estate prices would stabilize either in late 2009 or early 2010. And, at this point, it looks like the worst is [...]

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5 Keys to Investing Success

At Safeguard Financial, we speak with hundreds of investors each month interested in using a self directed IRA to gain more control over their retirement investing.  Whether these clients are seasoned pros or new to the concept of managing their own investment decisions, we are always intrigued by the variety of investment goals and methodologies [...]

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Yes, You Can Have a Solo 401(k)

So you’re not currently self-employed and you think you don’t qualify for a “sole proprietor” 401(k) plan?  Think again.
You can set up a Solo 401(k) even if you already contribute to an employer sponsored retirement plan….and, there are HUGE benefits.
Combined with the ability to invest into non-traditional assets, such as real estate, the Safeguard Financial [...]

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Foreclosures: Worst 3 months…

In the past months, we have posted numerous articles related to real estate investment opportunities as a result of short sales, foreclosures and bank-owned properties (REOs) for investors who who have set up a Self Directed IRA plan to hold real estate.
Now comes the news that foreclosures have just seen the “worst three months of [...]

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Smart Diversification

One of the first things we learn as investors is the importance of diversification.  How many times have you heard the expression “Don’t keep all your eggs in one basket”?  A well balanced investment portfolio, we are told, should provide higher returns and pose lower risk than any single or concentrated group of investments.
And then, [...]

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IRAs & Distressed Property – Pt3

This is Part 3 of a 3 Part series exploring the relationship between “distressed” properties and Self Directed IRA real estate investing.
In Part 1, we took a look at the opportunity (for investors) created by foreclosures, short sales and REO (real estate owned) property.
Part 2 dealt with the advantages of being a cash buyer utilizing [...]

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IRAs & Distressed Property – Pt2

This is Part 2 of a 3 Part series exploring the relationship between “distressed” properties and Self Directed IRA real estate investing.
In Part 1, we took a look at the opportunity (for investors) created by foreclosures, short sales and REO (real estate owned) property.
Part 2 deals with the advantages of being a cash buyer utilizing [...]

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IRAs & Distressed Property – Pt1

This is Part 1 of a 3 Part series exploring the relationship between “distressed” properties and Self Directed IRA real estate investing.
In Part 1, we’ll take a look at the opportunity (for investors) created by foreclosures, short sales and REO (real estate owned) property.
Part 2 will deal with the advantages of being a cash buyer [...]

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Using the Right Tool for the Job

Every day we talk to retirement investors who are desperate to get out of the stock market and have the option to invest into alternative assets.  Through online research, a newspaper or magazine article, or talking with a friend or co-worker, they discover the world of Self Directed IRAs.
Some people we speak with have a [...]

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2010 Roth IRA Conversions

With 2010 right around the corner, many of our forward-thinking Self Directed IRA investors have been asking us about Roth IRA conversions.  There seems to be something about Tax Free Investing that has captured their attention.
2010 marks the implementation of changes to the Roth IRA rules included in the Tax Increase Prevention and Reconciliation Act [...]

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Safeguard Financial is an innovative provider of Self Directed IRA plans for individuals and entrepreneurs who want to take control of their own wealth building future. As the “Value Leader” in our industry, we offer a Low Cost Guarantee and lifetime consultation services for our clients. Regardless of your investment focus, our professionals have the expertise to help you accomplish your goals quickly, cost effectively and with the highest level of confidence.