In times of economic turmoil, people may feel they need to wait to wait to open a self-directed IRA. Some say they are hesitant to move forward until the market stabilizes. Others want to leave money in their stock account until they “recoup” their losses and get … Read More
Are you aware of how the provisions in the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act impact your retirement planning? The act’s main purpose is to provide immediate financial relief to individuals, families, and businesses that face somewhat dire financial straits due to COVID-19. It … Read More
There are some people who believe investing in gold and other precious metals is critical to survival if the global economy faces trouble. Well, it’s facing trouble now as the world is fighting the coronavirus pandemic. And, in times of crisis, gold and other precious metals may, … Read More
Affordable housing is always in demand. The cost to purchase and/or rent homes, apartments, and condos today is high. This makes mobile home living appealing to people in low-income brackets. But there are also many affluent retirees who enjoy mobile homes as a second-home getaway in their … Read More
This article covers five ways your self-directed IRA can invest with limited funds. Because, even the most seasoned investors had to start somewhere. And, if you’re new to the freedom of self-directing your IRA or solo 401(k), you may decide to start small until you get the … Read More
If you’re saving for retirement, you probably know you there are investment alternatives to the stock market. You can invest in things besides stocks, bonds, and mutual funds. In fact, many individuals use self-directed IRAs to acquire real estate, gold, private equity, Bitcoin, and much more. But, … Read More
What are alternative investments? You may already know that real estate is a popular alternative asset in self-directed retirement plans. But, what you probably don’t know is that this asset class includes much more than real estate and offers a whole new world of possibilities beyond Wall … Read More
Guest blog by investor Laura Oldanie It feels so good to invest my retirement funds in socially responsible investments, knowing my money is working to solve social and environmental problems instead of causing them. The vehicle that enables me to direct these funds this way is the checkbook … Read More
Do you know how the SECURE Act impacts retirement plans? Below is a short list with explanations of the main elements that impact our clients. This list is not comprehensive. We advise you to consult your financial and/or tax professional to help you navigate the new law. Take … Read More
The Setting Every Community Up for Retirement Enhancement act, also known as the SECURE Act, passed in December 2019. The new law is designed to help more Americans save for retirement. But, of course, detractors don’t agree with everything the final law imposes, such as the elimination … Read More
