Self-directed IRAs are growing more popular among individuals who want to invest in alternative assets like real estate and private equity. Account owners have complete control over investment acquisition for their plan and do not rely on plan administrators, investment bankers, or brokers to make those decisions … Read More
The SECURE Act 2.0 of 2022 delivered sweeping changes that effect retirement planning rules and benefits. The Act was passed in a continued effort to both encourage and help Americans save for retirement. We recently published an article outlining the highlights of the SECURE Act, but this … Read More
With inflation and interest rates on the rise this year, combined with the erratic state of the stock market, it’s more important than ever to create a solid financial plan that includes saving for retirement. Below are important tax payment deadlines and other dates you need to … Read More
As part of the 2023 Consolidated Appropriations Act, the SECURE Act 2.0 of 2022 was signed into law during the last few weeks of 2022. The act offers a great deal of incentives and enhancements meant to help Americans save for retirement. How the SECURE Act 2.0 of … Read More
In times of economic turmoil, people may feel they need 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 back to … Read More
Once again, there are retirement planning reforms for Americans on the horizon. The SECURE Act 2.0 recently passed through the House and is currently making its way through the Senate for final approval by the end of the year. Whether the provisions in the SECURE Act 2.0 … Read More
If your retirement plan holds stock, you’re probably aware that your portfolio will take a few hits over your lifetime. Everyone loves bull markets, but you should be prepared for bear markets, too. This article explains how alternative investments can help offset losses when the stocks tumble. What … Read More
With inflation and interest rates on the rise this year, combined with the erratic state of the stock market, it’s more important than ever to create a solid financial plan that includes saving for retirement. Below are important dates you need to know on how to start … Read More
Those in favor of Biden’s infrastructure bill would have you believe that only the uber-wealthy will be taxed to pay for its provisions. This is simply not true. If passed in its current form, specifically sections 138312 and 138314, the bill will have a direct impact on … Read More
The House Ways and Means Committee recently released proposed tax legislation intended to pay for President Biden’s $3.5 trillion infrastructure bill. Several provisions severely restrict your freedom to self-direct the investments in your IRA. Continue reading to find out how you can protect your self-directed IRA. Regardless of … Read More
