Entries by Jim Hitt

Self-Directed IRA -The Best Places to Retire

The excellent web resource Bankrate.com just released a list ranking the best and worst states for retirees, which is of interest to any Self-Directed IRA owner. Bankrate’s editors took the following characteristics into account: Cost of living Crime rate Community well-being Quality of health care Tax rate Weather Naturally, everyone wants to know the best […]

Self-Directed IRA Investors – Watch the Calendar!

If you are a Self-Directed IRA investor – or you own any kind of retirement account, for that matter, now’s a critical time of year. A number of important deadlines are coming up, and it pays to stay on top of them. Contributions For most of us, the deadline for making contributions to a Self-Directed […]

Self-Directed IRA -Consolidate Investments Under One Roof

Most of our Self-Directed IRA-owning clients have been investing for a while. By the time many of them reach their peak earning years, they have often amassed a confusing array of IRAs, Roth IRAs, 401(k), 403(b) and SIMPLE accounts with previous employers, and other retirement plans at different investment companies. That’s on top of annuities, […]