August 20, 2025
Investing in Cryptocurrency via a DAO with Your IRA: Opportunity and Risk Decentralized Autonomous Organizations (DAOs) are quickly becoming a popular way to participate in cryptocurrency projects. For investors, they offer an innovative model of collective governance, where decisions are made transparently through smart contracts on the blockchain. But DAOs…
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December 2, 2024
Keep More of Your Retirement Savings Required Minimum Distributions (RMDs) can create a significant tax burden if you have large balances in traditional IRAs or workplace retirement accounts. Starting at…
December 2, 2024
Avoiding the middle-class trap and achieving financial freedom involves adopting a proactive and strategic approach to personal finance, investing, and mindset. Here’s a roadmap to help: Shift Your Mindset Think…
December 2, 2024
Cybersecurity Best Practices The world of cryptocurrency offers exciting opportunities for financial independence and innovation. However, it also comes with risks, particularly when it comes to protecting your personal and…
November 29, 2024
Harnessing the Power of Qualified Charitable Distributions (QCDs) If you’re 70½ or older, Qualified Charitable Distributions (QCDs) provide a unique opportunity to fulfill your philanthropic goals while optimizing your retirement…
November 29, 2024
As 2024 comes to a close, self-directed IRA investors face several important deadlines that could impact their retirement savings and tax strategies. From required minimum distributions (RMDs) to Roth conversions,…
November 18, 2024
Retirement planning is like piecing together a complex puzzle—you want the big picture to make sense and work for you. You've probably been caught between earning for today and saving…
November 15, 2024
Cryptocurrencies such as Bitcoin, Ethereum, Dogecoin, and many others have revolutionized the investment landscape. With their potential for high returns and the innovative promise of decentralization, digital currencies are increasingly…
November 12, 2024
Elder Financial Abuse: How to Recognize It and Protect Yourself Financial abuse of older adults is a growing issue that deserves attention. Elder financial exploitation happens when someone illegally or…
November 4, 2024
California residents now face the reality of reduced protections for both tax-qualified plans and IRAs. As of January 1, 2025, a new California law will change the landscape for tax-qualified…
November 2, 2024
Maximizing Your Retirement and Health Savings: 2025 Contribution Limit Updates With 2025 upon us, it’s time to review the contribution limits for various retirement and health savings accounts. The IRS…
October 30, 2024
Self-Directed IRA (SDIRAs) provide investors with an exciting opportunity to break free from the limitations of traditional publicly traded assets. With access to around $40 trillion in U.S. retirement savings,…
October 30, 2024
Individual Retirement Accounts (IRAs) serve as a cornerstone of retirement savings for millions of Americans, providing a tax-advantaged way to accumulate wealth for the future. Understanding how IRA balances vary…
