By: Kyle
Hey Jeff– Do you now have an in-house note expert? Notes are something I haven’t dabbled in. Would this be something you advise your younger clients to invest in outside of a “tax-advantaged”...
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By: Jeff Brown
Hey Kyle — I’ve owned/bought/sold/taught discounted notes since Carter was in office. Yes, I’m an expert, but have secured another expert in-house. There are only so many hours in the day. I’ve brought...
View ArticleBy: Shari Posey
Are solo IRA fees holding notes less than self-directed IRA fees holding property? I have property in a Equity Trust account and the fees are pretty steep. (Equity Trust fees are based on the value of...
View ArticleBy: Jeff Brown
Hey Shari — First, it’s a Solo 401k, not IRA. There are many differences, mostly positive for Solo owners, between the other plans. I strongly suggest you speak to my in-house expert on the subject,...
View ArticleBy: Kyle
Hey Jeff– Do you now have an in-house note expert? Notes are something I haven’t dabbled in. Would this be something you advise your younger clients to invest in outside of a “tax-advantaged”...
View ArticleBy: Jeff Brown
Hey Kyle — I’ve owned/bought/sold/taught discounted notes since Carter was in office. Yes, I’m an expert, but have secured another expert in-house. There are only so many hours in the day. 🙂 I’ve...
View ArticleBy: Shari Posey
Are solo IRA fees holding notes less than self-directed IRA fees holding property? I have property in a Equity Trust account and the fees are pretty steep. (Equity Trust fees are based on the value of...
View ArticleBy: Jeff Brown
Hey Shari — First, it’s a Solo 401k, not IRA. There are many differences, mostly positive for Solo owners, between the other plans. I strongly suggest you speak to my in-house expert on the subject,...
View Article
