Blog

  • What’s Inside Your Solo 401(k) Plan Binder?

    August 21, 2025

    What’s Inside Your Solo 401(k) Plan Binder? If you’re self-employed or run a small business with no full-time employees (other than your spouse), the Solo 401(k) is one of the most powerful retirement plans available. But if you’ve recently adopted a Solo 401(k), you’ve likely received a plan binder full…

Latest Blog Posts

  • Understand Church Retirement Plans

    February 25, 2025

    Church retirement plans, known as 403(b)(9) plans, are specialized retirement savings vehicles tailored to meet the unique needs of churches and their affiliated organizations. These plans offer distinct advantages, including…

  • Navigating Your K-1: A Guide for Self-Directed IRA Investors

    February 24, 2025

    If you’re investing passively in syndications, you’re no stranger to K-1s, multi-state filing requirements, and the ongoing discussion about bonus depreciation. While these topics may seem complex, gaining a deeper…

  • 10 Layers of Income for a Secure Retirement

    February 15, 2025

    Planning for a secure and comfortable retirement involves building multiple layers of income to ensure financial stability throughout your post-working years. Diversifying income sources helps mitigate risks and provides a…

  • Increased Interest from Younger Investors in High-Risk Assets

    February 14, 2025

    Younger generations, particularly Millennials and Gen Z, are increasingly allocating portions of their retirement savings into cryptocurrencies. This shift is driven by the allure of high returns and a desire…

  • Increased Interest from Younger Investors in High-Risk Assets

    February 5, 2025

    Rolling over your Thrift Savings Plan (TSP) into a Self-Directed Individual Retirement Account (SDIRA) can offer greater investment flexibility, allowing you to diversify your retirement portfolio beyond traditional assets. Here's…

  • Supreme Court Decision could reshape prohibited transaction claims

    January 27, 2025

    Cunningham v. Cornell University: What It Means for Prohibited Transactions in ERISA Plans This week, the Supreme Court tackled a case that could have big implications for how prohibited transactions…

  • Why So Many Baby Boomers Are Continuing to Work

    January 21, 2025

    Why So Many Baby Boomers Are Continuing to Work During Their Golden Years Retirement has long been associated with leisure, relaxation, and the chance to enjoy the fruits of a…

  • The IRA Turns 50!!

    January 16, 2025

    50 Years of ERISA Fifty years ago, ERISA, the Employee Retirement Income Security Act of 1974, changed the game for retirement savings. It was the birth of IRAs—those trusty tools…

  • The Proposed Future of Accredited Investor Status

    January 13, 2025

    The Proposed Future of Accredited Investor Status: What Self-Directed Retirement Investors Should Know With the new presidential administration and the appointment of Paul Atkins as the likely new Chair of…

  • Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing

    January 13, 2025

    Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing by Kaaren Hall Are you ready to take charge of your retirement savings and unlock the potential…

  • How Much Have We Saved?

    January 11, 2025

    Retirement planning is an essential part of financial well-being, yet many Americans find themselves uncertain about how much they should have saved. To better understand the state of retirement preparedness,…

  • Why Invest in a Syndication Deal with Your IRA?

    January 8, 2025

    Investing in real estate syndications with your IRA can be a powerful strategy to build wealth, diversify your portfolio, and secure your financial future. Syndications—where multiple investors pool their resources…