10 Things to Consider Before Investing in a...

Are you considering investing in real estate through a self-directed IRA? If so, you’ve likely pondered the idea but may find yourself short on funds…

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2024 Changes to Substantially Equal Periodic Payments

For individuals using retirement accounts, planning for financial stability during their post-employment years is crucial. One strategy often employed is the Substantially Equal Periodic Payments…

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Key Changes for Self-Directed Accounts

The SECURE Act of 2022 (SECURE 2.0) brought about changes to both individual retirement accounts (IRAs) and employer-sponsored retirement plans. However, akin to prior similar…

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