Supreme Court Decision could reshape prohibited transaction claims
Cunningham v. Cornell University: What It Means for Prohibited Transactions in ERISA Plans This week, the Supreme Court tackled a case that could have big…
Why So Many Baby Boomers Are Continuing to...
Why So Many Baby Boomers Are Continuing to Work During Their Golden Years Retirement has long been associated with leisure, relaxation, and the chance to…
The IRA Turns 50!!
50 Years of ERISA Fifty years ago, ERISA, the Employee Retirement Income Security Act of 1974, changed the game for retirement savings. It was the…
The Proposed Future of Accredited Investor Status
The Proposed Future of Accredited Investor Status: What Self-Directed Retirement Investors Should Know With the new presidential administration and the appointment of Paul Atkins as…
Take Control of Your Financial Future with A...
Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing by Kaaren Hall Are you ready to take charge of your retirement…
How Much Have We Saved?
Retirement planning is an essential part of financial well-being, yet many Americans find themselves uncertain about how much they should have saved. To better understand…
Why Invest in a Syndication Deal with Your...
Investing in real estate syndications with your IRA can be a powerful strategy to build wealth, diversify your portfolio, and secure your financial future. Syndications—where…
The Financial Impact of Boomerang Children
The phenomenon of “boomerang children”—adult offspring returning to live with their parents—has become increasingly prevalent in recent years. While this arrangement can offer temporary relief…
Tax and Financial Benefits of Self-Directed Retirement Investing
Self-directed retirement investing offers powerful advantages for individuals seeking to build wealth and secure their financial future. By taking control of your retirement accounts and…
When Can I Have My Roth Tax-Free?
Withdrawing funds from a Roth Individual Retirement Account (IRA) can be more complex than it appears, especially when dealing with converted funds. Understanding the specific…
