Resources

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Additional Resources

  • IRS

    The IRS provides a wealth of information on tax reporting and tax-deferred and tax-free retirement accounts. However, sifting through it all can be quite daunting. Here, we've linked you directly to Form 590 2007 (with updates for 2008). This is their consumer-level guide to the IRA.

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  • NASB

    North American Savings Bank has been - in our opinion - a lone pioneer in the realm of lending to IRAs for the purchase of real estate. We are grateful that they are providing this resource so that savvy real estate investors can leverage their IRA funds into greater tax-sheltered gains.

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  • Sage Harbor

    Sage Harbor is one of very few companies to offer expertise in investment real estate for self-directed retirement accounts. IRA Resource Associates finds investments for self-directed Individual Retirement Arrangements (IRAs), KEOGHs, and SEPs in real estate, trust deeds, notes, and opportunities in limited partnerships.

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  • Virgin Money

    Virgin Money provides documents and servicing for loans between self-directed IRAs and individuals or businesses, pioneering ways to use retirement funds for private lending.

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  • IRAVestor

    Iravestor is a free online business database and forum launched in 2008 to provide education and information to the entire Self-Directed IRA community.

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  • IRAVest

    Launched January 2009, IRAvest.com provides an online resource for IRA investors to find investments outside of the stock market, and represents an industry first in its move to streamline the self-directed investment process by moving it to the web. Currently in beta form.

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  • National Alternative Investment

    National Alternate Investment Forum (NationalAlt.com) provides value to the individual investor by aggregating a list of "Off Wall Street" investment companies that are actively helping self-directed IRA investors meet their retirement goals.

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  • Cash Flow Analyzer

    Douglas Ruthford, CPA, has helped IRA holders investing in real estate keep track of their profits with his Landlord's Cash Flow Analyzer. This software can help you calculate rental cash flow, ROI, profitability & much more for commercial or residential properties.

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