June 12, 2025
You Have a Self-Directed IRA — Here Are Some Things You Might Not Think About Self-Directed IRAs (SDIRAs) open the door to investment opportunities far beyond traditional stocks and bonds—think real estate, private lending, startups, and even cryptocurrency. But with that flexibility comes a unique set of responsibilities and potential…
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March 3, 2021
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 or which strategy will best…
January 20, 2021
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 and try to figure out…
January 8, 2021
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 Relief Act of 1997”. This…
December 1, 2020
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 that is what we help…
November 13, 2020
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 set up under different sections…
November 5, 2020
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 savings contribution limits. 2021 Changes…
November 2, 2020
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 plans are set up under…
October 1, 2020
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 sophisticated. It is felt they…
September 25, 2020
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 Security Act, or CARES Act,…
August 12, 2020
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 grow your retirement account. However,…
August 11, 2020
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 were the result of his…
July 21, 2020
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 are a physical commodity. If…
