July 16, 2025
Trump Accounts: A New Generation of Retirement Savings and How They Compare to Self-Directed IRAs In a bold move to reshape the financial future of America’s youth, the federal government has introduced a brand-new savings vehicle for children: Trump Accounts. Established under the "One Big Beautiful Bill," these accounts are…
Latest Blog Posts
January 8, 2024
Understanding the World of Accredited Investors Introduction In the financial sector, the term "accredited investor" has been a cornerstone since its inception in the 1930s. Defined by the Securities and…
January 5, 2024
Navigating Your Approach to Retirement: An Active Approach When planning for retirement, it’s crucial to understand your retirement account balance in the context of your age group. This guide actively…
January 3, 2024
Your IRA Could Be Taxed - Here's What You Need to Know Hey there, savvy investors! Let’s talk about something you might not expect: your IRA could be on the…
December 29, 2023
Can I Convert a 529 Plan to a Roth IRA? Understanding the New Rules for 2024 Recent changes in financial planning impact education and retirement savings. Starting in 2024, a…
December 28, 2023
The new year brings significant changes to IRA, 401(k), and H.S.A. plans. These changes address the financial challenges many Americans encounter in their retirement planning. The changes, though seemingly modest,…
December 27, 2023
The Federal Reserve's Financial Accounts of the United States report is a crucial resource that offers insights into the state of retirement assets across the nation. Significantly, these retirement assets…
December 26, 2023
Introduction Investing in lien notes has become an increasingly popular way for investors to diversify their portfolios and tap into the real estate market without the need for direct property…
December 21, 2023
Inheriting a traditional IRA brings with it certain responsibilities and options. If you find yourself in this position, first step is to discuss this with your financial advisor to determine…
December 19, 2023
Any child, regardless of age, can contribute to an IRA provided they have earned income; others can contribute too, as long as they don't exceed the amount of the child's…
December 18, 2023
Self-Directed retirement investing means the saver chooses their own assets and directs a custodian to fund these choices. Self-directed IRA providers are not fiduciaries in that they do not provide…
December 16, 2023
Cryptocurrency has gained popularity as an investment. It's now a viable option for self-directed Individual Retirement Accounts (IRAs). This article explores the benefits of using cryptocurrency in a Understanding Self-Directed…
December 16, 2023
In addition to the existing penalty exceptions, the SECURE 2.0 Act, effective December 29, 2022, introduces new exceptions to the 10% early withdrawal penalty from retirement accounts. As a result,…
