May 30, 2025
What Is the Difference Between an IRA and a 401(k)? When planning for retirement, two of the most common options you'll hear about are the Individual Retirement Account (IRA) and the 401(k). While both offer tax advantages designed to help you save for the future, they have important differences in…
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July 15, 2020
Planning to retire? If you are asking, “how do I retire?”, you are not alone. 20.7 million people are expected to reach retirement age in 2020. According to this survey…
July 8, 2020
Becoming a hard money lender is one way to grow your IRA. Promissory Notes, both secured and unsecured, are extremely popular with investors as an option for their IRA. Investing…
July 1, 2020
Your need to take a 2020 RMD is waived Earlier this year the CARES Act was signed into law. One of the benefits of this Act was the elimination for…
June 24, 2020
Are you self-employed? Do you do the work yourself without any employees in any of the companies you own? Then you may qualify for a Solo 401(k) account due to…
June 10, 2020
Many benefits come with self-directed IRAs, such as having the freedom to invest in whatever you want. However, you may be wondering how you can move money that you have…
June 9, 2020
Ready to retire? Most people aren't. So, how much will you really need in savings to retire? When planning for retirement there are several variables regarding your retirement expenses. Things…
June 5, 2020
You have heard about investing your retirement outside of Wall Street but how do you get started. This article will tell you exactly how to open a self-directed IRA. Things…
May 28, 2020
Note Investing How would you like to be the solution to the problem small businesses face (and build your retirement at the same time)? During this Covid-19 pandemic many businesses…
May 26, 2020
Should You Break the Piggybank? When you lose your job or have unexpected bills, your finances are negatively impacted. Looking at the funds you saved in a retirement account may…
May 7, 2020
Does a Roth Conversion Make Sense for you? Imagine having a retirement account where the proceeds are entirely tax-free! You can “convert” funds from a pre-tax account (Traditional, SEP,…
May 1, 2020
You have a Self-Directed IRA, but do you know the rules? Some of these rules are referred to as IRA Prohibited Transactions. While the IRS has only a few limitations…
April 13, 2020
The CARES Act Retirement passed recently, and as a result, there are some changes to your retirement account to be aware of: RMD – Required Minimum Distribution Waived Are you…
