Achieve FIRE Faster with a Self-Directed HSA

Achieve FIRE Faster with a Self-Directed Health Savings Account The Financial Independence, Retire Early (FIRE) movement offers a roadmap to break free from traditional work…

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Navigating Capital Calls as an IRA Investor in...

Capital calls are becoming a growing challenge for limited partners (LPs) in real estate syndications.  This is particularly true in the multifamily sector. With shifting…

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Converting Your Traditional IRA to a Roth IRA...

Retirement planning involves a myriad of strategies, and one common consideration is whether to convert a Traditional IRA to a Roth IRA. This decision can…

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Rental Real Estate in Your IRA

Investing Your IRA Savings into Rental Real Estate Investing your IRA savings into rental real estate can be a lucrative way to diversify your retirement…

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Enhancing Understanding of 401(k) Distribution Options

Enhancing Understanding of 401(k) Distribution Options: Insights from GAO’s Latest Report In a recent report published on May 22, 2024, the Government Accountability Office (GAO)…

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Becoming a Passive Real Estate Investor

So, you’ve set your sights on becoming a passive real estate investor? Well, congratulations are in order! After all, a staggering 90% of the world’s…

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Accredited Investor Status 2024

Navigating Accredited Investor Status in 2024: Exploring Evolving Criteria and Future Prospects In the realm of investments, the designation of “accredited investor” carries substantial significance.…

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Your IRA Could Be Taxed

Your IRA Could Be Taxed – Here’s What You Need to Know Hey there, savvy investors! Let’s talk about something you might not expect: your…

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