November 22, 2025
What You Need to Know About the 2026 HSA Contribution Limits What is a Health Savings Account (HSA)? A Health Savings Account (HSA) is a tax-advantaged account that allows eligible individuals to contribute pre-tax dollars (or take an above-the-line deduction) to save for qualified medical expenses now or in the…
Latest Blog Posts
May 12, 2025
3 Top Reasons to Have a Self-Directed IRA If you're looking for greater control over your retirement funds and the flexibility to invest in real estate, private equity, or even…
May 10, 2025
Unlocking the Power of a Self-Directed IRA: A Smarter Path to Retirement Investing A Self-Directed IRA (SDIRA) opens the door to more than just stocks and mutual funds. With the…
May 7, 2025
Roth Contributions to SEP and SIMPLE IRAs (Post-SECURE 2.0 Updates) Unlocking New Possibilities in Retirement Planning The SECURE 2.0 Act of 2022 has introduced pivotal changes for SEP and SIMPLE…
April 8, 2025
Stock Market Got You Down? Explore the Power of Self-Directed IRAs Discover how self-directed IRAs empower retirement investors to diversify into alternative assets like real estate, startups, and precious metals.…
March 25, 2025
The mortgage finance industry is experiencing significant upheaval following the recent dismissal of top executives at Freddie Mac and the Federal Housing Finance Agency (FHFA). These developments under the Trump…
March 22, 2025
Many investors use self-directed retirement accounts to invest in real estate, leveraging the tax advantages of IRAs or Solo 401(k)s to build wealth through rental properties, commercial buildings, or other…
March 14, 2025
What Is a Missing Participant? A missing participant is an account holder in a retirement plan (including a Self-Directed IRA) who cannot be located or is unresponsive to communications from…
March 6, 2025
Trump's Proposed Sovereign Wealth Fund: A Viable Alternative to the 401(k)? On February 3, 2025, President Donald J. Trump signed an executive order directing the creation of a United States…
February 26, 2025
Saving for retirement isn’t just about securing your future—it can also provide significant tax benefits today. Whether you contribute to an employer-sponsored 401(k), a Self-Directed IRA (SDIRA), or a Solo…
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…
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…
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…
