When it comes to retirement planning for business partnerships, the Solo 401(k) emerges as a significant option. The term “Solo 401(k)” typically brings to mind…

Navigating the complex world of retirement plans can be a daunting task.  You need to understand the intricacies of rollovers. A common question many people…

Navigating the realm of retirement plans can be complex, particularly when you’re considering rolling over your previous employer’s retirement plan into a self-directed Individual Retirement…

Moving into the new year, it’s crucial for investors to stay updated on the changes affecting their retirement savings plans, particularly Self-Directed Roth IRAs. The…

When I speak with people about opening an account, I often start by asking them what type of retirement account they are considering moving to…

Understanding your Self-Directed IRA and how it works is crucial to the success of your account.  Each year, the custodian files forms 1099 and 5498…

Grasping the Concept of Self-Directed Plans Fundamentally, self-directed plans are a type of retirement account where, unlike traditional plans overseen by fund managers or administrators,…

You probably have some idea of how you’d like to spend your retirement. As you approach this significant life transition, it’s crucial to crystallize these…

The case of Estate of James E. Caan v. Commissioner of Internal Revenue highlights a significant aspect of Individual Retirement Accounts (IRAs), particularly the “same-property…

Over the past 5 years the landscape of self-directed IRAs (SDIRAs) and self-directed Solo 401(k) accounts has changed.  As a result, we see several key…

The retirement planning landscape is rapidly evolving in today’s world. We are grappling with the challenges of an aging population, an uncertain social security future,…

Have you been contemplating diving into the alternative investment space but haven’t yet taken the plunge? Now might be the perfect time, as the demand…

Introduction Stepping into the year 2024, it’s essential for investors and retirement savers to stay updated on the latest changes.  There are changes in contribution…

Introduction: In the world of retirement planning and investment, a Self-Directed Individual Retirement Account (SDIRA) stands out as a powerful tool for those looking to…

What Is Elder Financial Abuse? “Financial exploitation” means the illegal, unauthorized, or fraudulent use, or deprivation of use, of the property of a vulnerable adult…

Why Private Equity? When considering a Self-Directed IRA, Private Equity stands out as one of the asset classes of choice. It offers financial freedom, security,…

Introduction Retirement planning has evolved significantly over the years. Typical retirement accounts, such as 401(k)s and IRAs, have been the go-to options for many, but…

Introduction In the realm of wealth management, much of the talk centers on amassing assets inside Individual Retirement Accounts (IRAs) and devising strategies to supercharge…

Now that you invested with your self-directed account, what’s your next step? Did you know that a lack of available cash in your Self-Directed account…