Moving 401k Funds into a Self-Directed IRA
Have you left your employer? If you recently changed jobs, you are not alone. The global pandemic has affected many and as a result he…
Time to Think About Taxes
By now a lot of you are starting to think about taxes…we have a little bit of time left before Uncle Sam comes knocking. One…
Taking Distributions from Your IRA
You read articles every day on growing your wealth. There is much written about the best ways to grow IRAs, detailing the best investment assets…
IRAs & 401(k)s – Who Makes the Rules?
So much goes in to creating the rules for IRAs and Solo 401ks. As a result, it can be confusing when you research them and…
Your Guide to the Roth IRA
What is a Roth IRA? The Roth IRA provides a way to save for retirement with tax-free earnings. Congress created the Roth under the “Tax…
How Do You Foresee Retirement?
How do you foresee your retirement? Who could have foreseen the way 2020 has gone so far? We must plan, even for the unexpected, and…
2020 and Beyond
Updated 01/26/2023 For self-employed individuals, SEP IRA and Solo 401k accounts are both popular business retirement plans. You will find that these retirement plans are…
2021 IRA/401(k) Contribution Limits
Is saving for the future important to you? Then this will interest you! The IRS has issued Notice 2020-79, which contains the annual update on retirement…
SEP IRA vs. Solo 401k
The SEP IRA and Solo 401k are both business retirement plans. We will take a look here at how the plans differ. For example, these…
What’s new about the Accredited Investor Status?
Accredited Investor Status Are you “Accredited”? Accredited Investor is a term used by the Securities and Exchange Commission (SEC) to describe investors who are financially…
What’s New for Roth IRA RMDs and Solo...
What’s new for Roth IRA RMDs? Trying to figure out the changes in retirement accounts for 2020? For instance, the Coronavirus Aid, Relief, and Economic…
Foreclosing on a Loan Made by Your Self-Directed...
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…
Rollins v. Commissioner
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…
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…
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…
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…
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…
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…
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…
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…
