Webinar – Tips on Multiplying Money to Build Retirement Savings
Understand the power of multiplying money for retirement with Scott Maurer of Advanta IRA and Ellis Hammond of Symphony Capital Group. Register today to learn more. Read More
10 Ways to Find Investment Alternatives to the Stock Market for Your IRA
Choosing the right investment for your portfolio can be challenging, especially in today’s economic climate and erratic stock market. People who use self-directed IRAs don’t like to rely on the stock market. They want to use investment alternatives to the stock market that have the potential to … Read More
Retirement Planning Checklist for 2023
If you’re the type to plan, you probably created retirement and financial goals towards the end of last year. But perhaps you didn’t, or maybe you’re just beginning to start saving for retirement. Either way, this article provides a retirement planning checklist for 2023 that can get … Read More
Quick Guide to Self-Directed IRA Investment Options for 2023
It’s common knowledge that real estate is one of the most popular alternatives to investing in the stock market. However, there are a large range of investments available besides Wall Street’s typical stocks, bonds, and mutual funds. This article provides a deeper look into the alternative asset … Read More
2022 Contribution Limits and Deadlines for Opening and Funding Retirement Plans
While most of us start preparing our income taxes at the beginning of the year, there are moves you can take now to help relieve your tax burden before the year ends. When it comes to retirement planning there are strategies that can maximize your savings benefits, … Read More
7 Ways to Build Retirement Wealth the Right Way
The pandemic has caused significant health and financial issues over the past two years. True to form, the stock market has played its typical part of rising and falling during this period of economic uncertainty and rising inflation. If your retirement plan has suffered or if you … Read More
The Self-Directed Solo 401(k) for Small Business Owners
You don’t have to work for a big company to have a 401(k). Small business owners and self-employed individuals can open and contribute to an individual 401(k) and enjoy the same retirement-saving benefits that the traditional corporate plan offers. A self-directed solo 401(k) has the same features … Read More
How Does the CARES Act Impact Your Retirement Planning?
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
Top 8 Ways the SECURE Act Impacts Retirement Plans
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 SECURE Act Passed—Now What?
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
