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Food for Thought Along the Banks of Arkansas

Summer is on the down slope. I hope as you read this, you’ve had the opportunity to feel a crisp breeze and in some way, enjoy a summer vacation. Currently, I am writing from just outside Breckenridge, Colorado on the edge of the Arkansas River. It is a beautiful day. One of those days that pioneers used to coin the term “Big Sky.” Blue with patches of white mist dotting the horizon, today Arkansas looks to have some promise and the chance to catch some big brown trout. I made the trek to Colorado because my college roommate, Ryan, has started a career in commercial real estate in the mile high city, and I never pass up the chance at unexplored wilderness.

It never ceases to amaze when a great conversation presents itself. I wanted to get it on the page and share it. After a fifteen-minute knock down drag out with a monster brown trout, Ryan posed a thought; what makes a healthy river and why, oh why, are the trout here so big? I wanted to share this comment because I laughed immediately. On the surface everyone can rationalize why something gets big. The reason trout get big is because they eat until they are bigger than anything around. Although most Americans don’t see the food they eat as the key to survival of the fittest, what if we applied the logic of survival and living in a healthy river to loosening our financial belt buckles as we age. Which financial tools can you use to make sure your finances are bigger than anything around? Continue reading →

Green IRA Investments

With the current volatility of the equities market nationally and internationally, investors are constantly seeking new investments and investment strategies to save for their retirement.  Many of our clients are turning to non-traditional IRA investments to save for the future.  Recently I was reading a book regarding this very topic and one of the focuses was on investing in water.  Continue reading →

Paying your Real Estate Bills with your IRA…

For someone that has or wants to purchase real estate with their Self-Directed IRA, paying the bills could not be easier.  Why worry about it at all?  Let’s face it; this is the worse part of investing, right? Nobody likes to pay bills.  Just let Entrust take care of all the work for you.  When we purchase a property with your IRA funds on your behalf we also make sure it is clear to everyone involved that we will be handling all the expenses directly related to your investment. All bills should be coming directly to us well ahead of their eventual due date. The only thing we will need from you is a one page form authorizing us to pay this expense related to your investment. Continue reading →

Prohibited Transactions: The Basics

With all the economic uncertainty going on in today’s world more and more individuals are turning to alternative investments to prepare for their retirement.  Working here at Entrust has exposed me to the many different ways in which individuals can alternatively invest their retirement funds through Self-Directed IRAs. One of the main focuses of Entrust is to educate our clients on all of the rules governing alternative investments in their IRA’s.  Knowing what the prohibited transactions are for Self Directed IRA’s is crucial knowledge that everyone must know prior to investing any funds.  Continue reading →

Transfers Vs Rollovers – What is the difference?

        As Self-Directed IRA Administrators, Entrust Freedom continually receives funds for client transactions. The funds originally come into the account in one of three methods: Via Contribution, Transfer, or Rollover. I think most everyone knows what an IRA contribution is. For those who are new to the IRA world, contributions are simply money that you add to the account out of your own pocket. There are limits to annual contributions which are based on your earnings and/or your age. This article will focus on the other two ways money can enter an Entrust IRA and the differences between each. Continue reading →

Trading Futures in your IRA

Did you know that you can trade in the Futures markets using your IRA? Most investors are unaware that this is an option because your Financial Advisor does not sell these types of investments. In fact, you can use your IRA funds to invest in the following types of Futures accounts: Self-Directed, broker-assisted, and CTA managed. Using a “Self-Directed IRA”, you can direct a portion of your retirement funds to invest in a Futures Trading Account. Continue reading →

Island Real Estate Rip for Tax Strategies

Savvy Sanibel and Captiva real estate investors are always looking for deals, and now may be the best time.  The Golden Rule of real estate investing has not changed – the profit is made by purchasing at the right price and not over paying.  The rule on Sanibel and Captiva has never been truer.  For buyers getting property at the right price, the tax laws have never been more favorable. Continue reading →

Investing for your future while still in college

Being a young adult or college student, you have other things on your mind rather than retirement. Let’s face it, it’s decades away and you don’t have to worry about it now, or do you? With the government in turmoil, do you really want to put your future in their hands? Now is the perfect time to start a Roth IRA. Granted, being young might mean you won’t have much money to put into an account at first, but it still puts you years ahead of the game with investments compounding and building your money. Put the trust of your future in your hands.   Continue reading →

Collaborated Thinking for Solid Investing

Investors often think they cannot make deals happen because they don’t have the experience or complete capital to drive an investment. However, through the past couple of weeks I have seen more and more individuals coming together to form partnerships for sound investment opportunities.

For example, I have had discussions with many investors interested in real estate investing, however are involved in a different profession. This may discourage them from traveling down a path in which they are unfamiliar. This is a valid concern. Continue reading →