December 23, 2022The SECURE Act 2.0 was signed 12/23/2022 and it brings with it many positive changes for retirement savers: Required Minimum…
December 12, 2022Note Lending Basics: Looking to expand the options in your retirement plan? What about "Notes:"? A secured loan note, also…
November 7, 2022The most popular investment class for Self-Directed investors is private equity. An IRA or Solo 401k funds can invest in…
October 22, 2022Are you ready for retirement? You can get ready now, and the IRS is going to “help” you a bit…
October 6, 2022When you found out were you surprised that your Self-Directed IRA or Solo 401k can buy and own physical real…
September 27, 2022Are you self-employed and have no full-time employees, other than yourself? If your answer is “yes”, consider opening a Solo…- August 2, 2022An IRA can owe taxes? Here’s a surprise! Your IRA can be taxed! Yes, that seems counter-intuitive. After all, aren’t…
- August 1, 2022Have you ever thought about opening an IRA for your minor children? It’s a great way to save for their…
July 13, 2022How far along are you on the road to retirement? Some of us are further along than others. Saving for…
June 30, 2022Do you know a proud parent of a kitty? It takes a special breed of person (like me). So even…- May 13, 2022Making a Self-Directed IRA Contribution: You can make a contribution to an IRA regardless of your age! In 2019, Congress…
April 13, 2022Guess what? We’re living longer! U.S. life expectancy in 2020 was 77.0 years. One hundred years ago life expectancy was…
