Precious Metals IRA

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…

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How Do I Retire?

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…

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Become a Hard Money Lender with Your IRA

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…

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Taking RMDs in 2020

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…

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New Deadlines for Setting up the Solo 401k

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…

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How to Complete a Self-Directed IRA Rollover/Transfer

How To Complete a Self-Directed IRA Rollover/Transfer

Many benefits come with self-directed IRAs, such as having the freedom to invest in whatever you want. However, you may be wondering how you can…

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Planning for Retirement

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…

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How to Open A Self-Directed IRA

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…

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Your IRA Can Be the Bank with Note...

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…

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Why Removing Money from Your IRA is the...

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…

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Does a Roth Conversion Make Sense?

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…

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IRA Prohibited Transactions

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…

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How the CARES Act Impacts Your Retirement Account

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

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Covid-19 and Rent Collection

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…

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The CARES Act

Currently the world is attempting to maintain, control and defeat COVID-19 which is the official name for a new version of the Corona virus. The…

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2019 Contribution Extension

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…

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Taking RMDs from your Self-Directed IRA

How do you avoid having to take Required Minimum Distributions (RMD’s)? You can’t. But, you might get to wait longer before you have to take…

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New RMD Limits

New Year, new rules.  Congress has passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) which became effective January 1, 2020. It…

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Elimination of the Stretch IRA

What is a Stretch IRA? The term refers to your beneficiaries taking Required Minimum Distributions (RMD’s) from an Inherited IRA or 401k over extended periods…

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Save More in 2020!

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…

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