Blog

  • A Step Toward Merit-Based Market Access, Not Just Wealth

    July 23, 2025

    Equal Opportunity for All Investors Act Advances with House Approval In a major move toward democratizig investment opportunities, the U.S. House of Representatives has passed the Equal Opportunity for All Investors Act, a bill designed to broaden the path to accredited investor status. Spearheaded by Representative Mike Flood (R-NE), the…

Latest Blog Posts

  • Turbocharging Your IRA

    February 15, 2024

    Are you enthusiastic about real estate investing? Do you envision building a robust portfolio of properties that generate passive income and long-term wealth? If so, then it's time to explore…

  • How Your IRA Can Be the Bank

    February 14, 2024

    Individual Retirement Accounts (IRAs) have been around for about 50 years.  IRAs allow individuals to invest in stocks, bonds, mutual funds, and other traditional assets. What many people don't realize…

  • Leveraging Non-Recourse Lending

    February 14, 2024

    Introduction: Investing in real estate through self-directed retirement accounts offers you the opportunity to diversify your retirement portfolios beyond traditional stocks and bonds. One powerful strategy within this realm is…

  • Understanding the SEP IRA

    February 13, 2024

    Saving for retirement is a crucial aspect of financial planning, especially for entrepreneurs and small business owners who often lack the security of traditional employment benefits. One retirement option worth…

  • Prohibited Transaction Exemptions

    February 6, 2024

    Understanding Prohibited Transaction Exemptions: A Deep Dive into the Department of Labor's Final Regulations On January 24, 2024, the Department of Labor (DOL) announced significant updates to its application procedures…

  • What types of investments can be held in a Self-Directed IRA?

    February 5, 2024

    In the realm of retirement planning, traditional Individual Retirement Accounts (IRAs) often limit investment choices to stocks, bonds, and mutual funds. However, for those seeking more diversified portfolios and greater…

  • The IRA 60-Day Rollover

    January 31, 2024

    Mastering the IRA 60-day rollover provision empowers individuals to efficiently manage their retirement funds while avoiding unintended tax consequences. In this article, we explore the significance of the IRA 60-day…

  • Getting a Property Out of a Self-Directed IRA

    January 30, 2024

    Investors often leverage Self-Directed Individual Retirement Accounts (IRAs) for real estate ventures.  As a result, these inventors capitalize on diversification and potential growth within a tax-advantaged retirement account. However, there…

  • Investing in Property with Your Self-Directed IRA

    January 29, 2024

    Investing in real estate has always been a popular choice for those looking to build wealth, and for some, utilizing their self-directed IRA presents a unique avenue for property investment.…

  • IRA Contributions with Workplace Plans

    January 25, 2024

    Planning for retirement often extends beyond workplace plans. Can you contribute to an IRA while participating in an employer-sponsored plan?  Yes, you can.  The thing to watch out for is…

  • Double IRA Contributions in 2024

    January 25, 2024

    Double IRA Contributions in 2024: Maximizing Your Savings Contributing to your Individual Retirement Account (IRA) is a powerful financial.strategy.  Not only does it help you save for retirement, but it…

  • Real Estate IRA 2024

    January 25, 2024

    Are you intrigued by the idea of expanding your retirement portfolio beyond the traditional avenues of stocks and bonds? Delving into the realm of Real Estate IRAs, also known as…