Updated 01/26/2023 For self-employed individuals, SEP IRA and Solo 401k accounts are both popular business retirement plans. You will find that these retirement plans are…

Is saving for the future important to you?  Then this will interest you!  The IRS has issued Notice 2020-79, which contains the annual update on retirement…

The SEP IRA and Solo 401k are both business retirement plans. We will take a look here at how the plans differ.  For example, these…

Accredited Investor Status Are you “Accredited”? Accredited Investor is a term used by the Securities and Exchange Commission (SEC) to describe investors who are financially…

What’s new for Roth IRA RMDs? Trying to figure out the changes in retirement accounts for 2020? For instance, the Coronavirus Aid, Relief, and Economic…

Does your IRA have a loan out on real estate?  Making a secured home loan from your Self-Directed IRA can be a great way to…

In the court case “Rollins v. Commissioner” the court ruled, based on the facts and circumstances that the taxpayer was engaging in prohibited transactions that…

There are several big pluses to investing in a precious metals IRA that many people point to.  Positives: One reason people choose a precious metals IRA is because metals…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

The CARES Act Retirement passed recently, and as a result, there are some changes to your retirement account to be aware of: RMD – Required…