Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.
The ability of taxpayers to move funds from a Traditional IRA to a tax-free Roth IRA is one of the great underpinnings of our current tax code. Is NOW the right time to use Roth conversions to your advantage? Read More
Would you do a Roth Conversion if you could save 50% on the taxes?
Have you considered converting your pretax retirement account to a Roth IRA? Many of us have, but we’re intimidated by the tax burden that goes along with the conversion. What if there is a … Read More