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Blog

A brown leather briefcase bag on a table next to a note pad that says Roth IRA conversions.
August 8, 2023Scott MaurerPlans for Individuals

When Is the Deadline for Roth IRA Conversions?

Roth IRAs offer great benefits you don’t get with other retirement plans. The problem is some people aren’t eligible to contribute to a Roth IRA due to income limits. The good news is you may be able to perform a conversion from your pre-tax retirement plan to … Read More

A man pointing at an overlay of houses and tall buildings depicting different types of real estate investments.
July 27, 2023Scott MaurerReal Estate IRA

The Smart Investment Strategy of Real Estate in a Self-Directed IRA

Real estate in a self-directed IRA is the number one strategy of smart investors who choose their own investments to build retirement income. You can do this, too, if you use a self-directed retirement plan. You’ll become part of a growing class of individuals who control their … Read More

A man and woman sitting at a table with their young daughter wrapping up a private mortgage investment deal with their private lender.
July 20, 2023Scott MaurerNotes & Mortgages

How a Private Mortgage Works in a Self-Directed IRA or Solo 401(k)

Private lending for real estate is an investment strategy that allows your self-directed IRA or solo 401(k) to earn income on the interest payments and other terms of the loan. Income from a private mortgage enjoys the tax-advantaged status of a retirement plan asset, provides critical diversity, … Read More

Handsome African American small business owner leaning against his desk, smiling because he loves the benefits of his self-directed solo 401(k).
July 14, 2023Scott MaurerPlans for Small Businesses

7 Benefits of Self-Directed Solo 401(k) Plans for Small Business Owners

Solo 401(k) plans allow corporations, partnerships, and sole proprietorships with no employees (aside from you, your spouse, and/or business partner) to make contributions toward retirement. Self-directed solo 401(k) plans give small business owners the freedom and control to choose their own assets and use alternative investments to … Read More

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July 7, 2023Scott MaurerAlternative Investments

Strategic Investments in Oil and Gas Help Build Retirement Income

In today’s economy, smart retirement savers invest in alternative assets to the stock market to build earnings in their portfolios. Investments in oil and gas are examples of alternative assets, and the potential returns are worth exploring. Have you ever considered how investments in oil and gas can … Read More

A white piece of paper with the words Roth IRA Rules, indicating information for the Roth IRA five-year rule for distributions.
July 1, 2023Scott MaurerIRS Rules and Regulations

What Is the Roth IRA Five-Year Rule?

What is the Roth IRA five-year rule, and how does it work? This article explains the rule and additional rules you must follow to avoid tax and penalties for taking early withdrawals from a Roth IRA. The main attraction of having a Roth IRA is the ability to … Read More

Older couple holding hands and walking along the beach together, thankful they performed a Roth IRA conversion.
June 22, 2023Scott MaurerIRS Rules and Regulations

How Do Roth IRA Conversions or Backdoor Roth IRAs Benefit You in Retirement?

Roth IRA conversions, also knows as backdoor Roth IRAs, allow you to convert funds you’ve saved in a pre-tax account like a traditional IRA into Roth dollars. This transaction is favored by individuals whose income limits prevent them from contributing to Roth accounts and enjoying the benefits … Read More

invest in duplexes and triplexes
June 15, 2023Scott MaurerMultifamily & Commercial

4 Reasons to Invest in Duplexes and Triplexes in a Self-Directed IRA

Multifamily real estate investments can provide a considerable income, especially if the property is high value, such as a large condominium complex in a posh vacation location. The benefits of investing in large and lucrative multifamily properties are significant. But, if you prefer to invest on your … Read More

An young adult, Asian brother and sister at a table high-fiving each other because their mother is standing in front of a white board teaching them retirement saving tips.
June 8, 2023Scott MaurerRetirement Planning

Important Retirement Saving Tips to Teach Your Children

The retirement saving tips for children in this article are aimed to help you teach your child how important it is to be financially secure in their golden years. As with any lesson, this may take some time. But your efforts will provide a solid foundation for … Read More

Image of a calculator, a stack of cash, and a notebook with the words "rollover IRA" at the top to illustrate IRA transfer and rollover transactions.
June 1, 2023Scott MaurerIRS Rules and Regulations

IRA Transfers and Rollovers: The Differences and How They Work

There are three ways you can fund your retirement account. Of course, you can always make a cash contribution to the account if that contribution falls within annual limits. But if you own an existing retirement plan, IRA transfers and rollovers allow you to move funds from … Read More

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