UltraTrust Irrevocable Trust Asset Protection

  • All
  • Asset Protection
  • blog
  • Divorce
  • Estate Planning
  • Financial Planning
  • Insurance
  • Irrevocable Trust
  • Lawsuit
  • Medicaid
  • Nursing Home
  • Offshore
  • Prenuptial
  • Tax
  • Trusts
  • UltraTrust
  • Wealth Management

April 6, 2017

Buying Notes with your Self-Directed IRA   Now that you know the basics of a Self-Directed IRA, let’s dive into some of the leading trends in Self-Directed Investing. With all of the stock market uncertainty, investing in notes has become increasingly attractive using tax-deferred funds in your IRA or retirement plan. Notes can be a great option because the payment streams come into your IRA and in the...

April 6, 2017

Self-Directed Investing 101   The Self-Directed IRA industry is growing at a staggering pace and is expected to see over $2 trillion enter the market over the next few years. With over 45 million retirement account holders and less than 4% of those being held in nontraditional assets, the time to consider Self-Directed investing is now. The Investment Company Institute- the national association of U.S. investment companies, estimates...

March 8, 2017

With the Favorable IRS Determination Letter to Prove it   For those that have ever thought that they pay too much income taxes, this might be the most important post they ever read.   Mike was a doctor in Texas. He made a lot of money, but he worked his butt off to earn it; with 20 years of schooling, 3 years in residency, and sometimes working 90-100...

Scroll to Top