Could Your Property Manager be a Disqualified Person?
Many investors use self-directed retirement accounts to invest in real estate, leveraging the tax advantages of IRAs or Solo 401(k)s to build wealth through rental…
Avoid being a”Missing Participant” in Your SDIRA
What Is a Missing Participant? A missing participant is an account holder in a retirement plan (including a Self-Directed IRA) who cannot be located or…
Could a Sovereign Wealth Fund Replace the 401(k)?
Trump’s Proposed Sovereign Wealth Fund: A Viable Alternative to the 401(k)? On February 3, 2025, President Donald J. Trump signed an executive order directing the…
How Retirement Contributions Can Reduce Your Tax Burden
Saving for retirement isn’t just about securing your future—it can also provide significant tax benefits today. Whether you contribute to an employer-sponsored 401(k), a Self-Directed…
Understand Church Retirement Plans
Church retirement plans, known as 403(b)(9) plans, are specialized retirement savings vehicles tailored to meet the unique needs of churches and their affiliated organizations. These…
Navigating Your K-1: A Guide for Self-Directed IRA...
If you’re investing passively in syndications, you’re no stranger to K-1s, multi-state filing requirements, and the ongoing discussion about bonus depreciation. While these topics may…
10 Layers of Income for a Secure Retirement
Planning for a secure and comfortable retirement involves building multiple layers of income to ensure financial stability throughout your post-working years. Diversifying income sources helps…
Increased Interest from Younger Investors in High-Risk Assets
Younger generations, particularly Millennials and Gen Z, are increasingly allocating portions of their retirement savings into cryptocurrencies. This shift is driven by the allure of…
Rolling over your Thrift Savings Plan (TSP) into a Self-Directed Individual Retirement Account (SDIRA) can offer greater investment flexibility, allowing you to diversify your retirement…
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…
New Year, New Goals: Supercharge Your Retirement Savings...
As we ring in the New Year, it’s the perfect time to take stock of your financial future, especially your retirement savings. Embracing the flexibility…
