July 28, 2026
How Much Money Do I Need to Retire, and Am I Saving Enough? The most common question people have about retirement saving is: “How much money do I need to retire, and am I currently saving enough?” There is no universal retirement number that works for everyone. The amount…
Latest Blog Posts
January 8, 2025
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 multiple investors pool their resources…
January 8, 2025
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 for young adults facing economic…
January 3, 2025
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 exploring non-traditional investment opportunities, you…
January 2, 2025
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 rules and timelines is crucial…
December 31, 2024
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 and control of self-directed IRA…
December 28, 2024
If you’ve been eyeing the tax-free growth potential of a Roth IRA but find your income too high to qualify for direct contributions, the backdoor Roth IRA may be the…
December 28, 2024
How Much Can You Contribute to Your 401(k)? A Guide to Employer Plans vs. Solo 401(k)s Saving for retirement is one of the smartest financial moves you can make, and…
December 27, 2024
Roller-Coaster of Changes: BOI Reporting Enforcement Reinstated – What You Need to Know The legal saga surrounding Beneficial Ownership Information (BOI) reporting requirements has been a whirlwind of changes, leaving…
December 10, 2024
Moving cash into your IRA is straightforward. Complete a Transfer or Rollover form. Want to transfer non-cash assets? While the process is similar, there are additional steps to ensure everything…
December 9, 2024
A self-directed Individual Retirement Account (IRA) offers investors the flexibility to diversify their retirement portfolios beyond traditional assets like stocks and bonds. By allowing investments in alternative assets such as…
December 3, 2024
Achieve FIRE Faster with a Self-Directed Health Savings Account The Financial Independence, Retire Early (FIRE) movement offers a roadmap to break free from traditional work life and retire decades ahead…
December 2, 2024
The retirement landscape is evolving in 2025, bringing several significant changes to Individual Retirement Accounts (IRAs) and 401(k) plans. These updates are influenced by legislative adjustments and cost-of-living considerations. They…
