Author: Kaaren Hall

Does your IRA have a loan out on real estate?  Making a secured home loan from your Self-Directed IRA can be a great way to…

In the court case “Rollins v. Commissioner” the court ruled, based on the facts and circumstances that the taxpayer was engaging in prohibited transactions that…

There are several big pluses to investing in a precious metals IRA that many people point to.  Positives: One reason people choose a precious metals IRA is because metals…

Planning to retire? If you are asking, “how do I retire?”, you are not alone.  20.7 million people are expected to reach retirement age in…

Becoming a hard money lender is one way to grow your IRA.  Promissory Notes, both secured and unsecured, are extremely popular with investors as an…

Your need to take a 2020 RMD is waived Earlier this year the CARES Act was signed into law. One of the benefits of this…

Are you self-employed? Do you do the work yourself without any employees in any of the companies you own? Then you may qualify for a…

Ready to retire?  Most people aren’t.   So, how much will you really need in savings to retire? When planning for retirement there are several variables…

You have heard about investing your retirement outside of Wall Street but how do you get started.  This article will tell you exactly how to…

Note Investing How would you like to be the solution to the problem small businesses face (and build your retirement at the same time)? During…

Should You Break the Piggybank? When you lose your job or have unexpected bills, your finances are negatively impacted. Looking at the funds you saved…

Does a Roth Conversion Make Sense for you? Imagine having a retirement account where the proceeds are entirely tax-free!   You can “convert” funds from…

You have a Self-Directed IRA, but do you know the rules? Some of these rules are referred to as IRA Prohibited Transactions. While the IRS…

The CARES Act Retirement passed recently, and as a result, there are some changes to your retirement account to be aware of: RMD – Required…

Did the tenants in your IRA-Owned property pay rent this month? Nearly a third of U.S. apartment renters didn’t pay any of their April rent…

Does the IRS now give me more time to contribute money to my IRA for 2019? Yes. Contributions can be made to your IRA, for…

NEW CONTRIBUTION LIMITS ANNOUNCED The Internal Revenue Service announced that employees in 401(k) plans can contribute up to $19,500 next year starting in 2020. This…

When you have a pre-tax retirement account (like a Traditional IRA, SEP IRA or 401(k)) the time will come when you will need to begin…