Balancing Cost of Living and Future Savings

As you navigate the challenging waters of a rising cost of living, saving for the future can seem daunting. Despite the financial squeeze affecting their…

Read more

Using Seller Financing with a Self-Directed IRA

Using Seller Financing When Buying Real Estate with a Self-Directed IRA Investing in real estate through a self-directed IRA (SDIRA) provides significant flexibility and tax…

Read more

Short-Term Rental with a Self-Directed IRA?

Investing in short-term rentals through a self-directed IRA (SDIRA) has gained traction as an effective strategy for generating significant income while diversifying retirement portfolios. This…

Read more

A Gen Z Guide to Self-Directed IRA Retirement...

Introduction In a world where financial stability and independence are increasingly important, planning for retirement might not be the first thing on your mind. However,…

Read more

Treasury Update on SECURE 2.0 Guidance Projects

Treasury Update on SECURE 2.0 Guidance Projects: Key Takeaways from Helen Morrison’s Speech On June 4, 2024, Helen Morrison, Benefits Tax Council at the U.S.…

Read more

Alternative Asset Investing

Investing for your future does not have to mean restricting yourself to market-correlated assets. In fact, you can explore self directed ira investing trends beyond…

Read more

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)…

Read more

Understanding 401(k) Plan Loans

Borrow from a 401(k) plan?  Yes!  You can borrow funds from a 401(k) for personal use! A 401(k) is a retirement savings plan sponsored by…

Read more

What to Expect from a Self-Directed Account Provider

What to Expect from a Self-Directed Account Provider Investing with a Self-Directed IRA (SDIRA) can be an empowering way to take control of your financial…

Read more

Consequences of Prohibited Transactions in an IRA

The Consequences of Prohibited Transactions in an IRA Individual Retirement Accounts (IRAs) offer tax advantages for retirement savings, but they come with rules. Engaging in…

Read more

Real Estate Private Credit

Real Estate Private Credit — a Timely Strategy for Your SDIRA Dollars Investing in real estate private credit through a self-directed IRA can be a…

Read more

Self-Directed IRA Services: A Comprehensive Guide

In the evolving landscape of retirement planning, savvy investors are increasingly turning to self-directed Individual Retirement Accounts (SDIRAs) as a means to diversify their portfolios…

Read more

Achieving Financial Freedom with Tax-Efficient Investing

Retirement Income Solutions: Achieving Financial Freedom with Tax-Efficient Investing Retirement income solutions are a critical component of a sound financial plan. For those looking to…

Read more

Navigating Tax Forms for Your IRA

Navigating Tax Forms for Your IRA: What You Need to Know Managing your Individual Retirement Account (IRA) involves more than just contributions and withdrawals.  Managing…

Read more

Tax-Deferred Growth

Tax-Deferred Growth: Maximizing Your Retirement Savings with Self-Directed IRAs Introduction When planning for retirement, one of the most powerful strategies you can leverage is tax-deferred…

Read more

IRA 60-Day Rollover Rule Exceptions

IRA 60-Day Rule Exceptions The IRS allows waivers for the 60-day rollover requirement if unforeseen circumstances caused the missed deadline, granting additional time for rollover…

Read more

Bridging the Savings Gap: PLEAS

In today’s fast-paced and unpredictable world, financial stability is a cornerstone of well-being. Yet, for many Americans, the prospect of facing a sudden financial emergency…

Read more

The Future for Women in Retirement

As we step into the future, women are poised to play a significant role in the landscape of retirement. With shifting demographics and evolving societal…

Read more

IRA Allowable Precious Metals

Investors seek to safeguard their retirement savings against market volatility and inflation.  As a result, the appeal of alternative assets within Individual Retirement Accounts (IRAs)…

Read more

Changes to Inherited IRA Rules: Understanding the 10-Year...

Introduction: In recent years, significant changes have reshaped the landscape of inherited Individual Retirement Accounts (IRAs) and defined contribution plans. The implementation of the Setting…

Read more