October 16, 2026There is a side of investing that rarely makes the headlines until something goes terribly wrong. It isn't the excitement…
August 21, 2024When it comes to investing with your self-directed retirement account, timing can be everything. I received a phone call from…
June 14, 2023Someone contacted my office and asked an interesting question. Could they make a loan from their self-directed Roth IRA…
January 5, 2023In this interview with Lauren Wells and Christopher Seveney for the Creating Wealth Simplified Podcast, Jeff Watson and Toni Shackelford…
March 22, 2022On more than one occasion, I’ve heard my friend John Hyre make the statement, “The books tell a story.” …
March 17, 2022This series of emails on the recent Tax Court decision involving the McNultys and their IRA-owned LLC, of which…
March 15, 2022An important practice taught to me early in law school was that when you read a court decision, always…
March 9, 2022This is the second in a series of articles I am doing relative to checkbook control questions that have…
March 9, 2022When I use the term “checkbook control”, I’m referring to a situation in the self-directed IRA investing world in…
September 23, 2021In this interview, Jeff discuss with Brian Trippe some of the implications of the proposed $3.5T spending bill for real…- September 22, 2021In this interview with Chris Seveney for Good Deeds Note Investing Podcast, Jeff talks about whether to choose between seller…
September 16, 2021The bottom line is that all title companies are “investor-friendly” if you know what you are doing and can…- September 23, 2020There are two big mistakes that I see way too many self-directed IRA account holders make. Let me remind you…
