December 20, 2025
Solo 401(k) vs SEP IRA Which Retirement Plan Is Right for Self Employed Business Owners in 2026 If you are self-employed or own a small business, two of the most powerful retirement plans available to you are the Solo 401(k) and the SEP IRA. Both plans allow for high contribution…
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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,…
December 12, 2023
(updated 02/20/2025) If you have an IRA-Owned LLC, be aware that in, you will need to file a Beneficial Ownership Report due to the Corporate Transparency Act (CTA). The Act,…
December 12, 2023
In a regular IRA, you can to invest in traditional assets like stocks, bonds, and mutual funds. However, if you opt for a Self-Directed Gold IRA, you can significantly broaden…
December 9, 2023
The IRS website is a valuable resource for understanding the intricacies of retirement plan and IRA rollovers. Initially, it provides a thorough explanation of the different rollover types, including direct…
December 8, 2023
Creating a Self-Directed Individual Retirement Account (IRA) offers investors a greater degree of control and as result, you have a wider range of investment options compared to traditional IRAs. However,…
December 7, 2023
Introduction In the ever-evolving landscape of retirement planning, individuals are increasingly seeking ways to gain more control over their investments and potentially enhance returns. An avenue gaining traction is the…
December 6, 2023
When it comes to retirement planning for business partnerships, the Solo 401(k) emerges as a significant option. The term "Solo 401(k)" typically brings to mind a business with a single…
December 6, 2023
Navigating the complex world of retirement plans can be a daunting task. You need to understand the intricacies of rollovers. A common question many people face is, "Can a 457…
December 5, 2023
Navigating the realm of retirement plans can be complex, particularly when you're considering rolling over your previous employer's retirement plan into a self-directed Individual Retirement Account (IRA). This type of…
