If you use a Self-Directed IRA, you are aware of the powerful potential that using non-traditional retirement assets in a tax-protected account can have. In many cases, it can mean establishing a strong cash flow for retirement and even exceeding the returns of the stock market. But it’s not too good to be true, either. […]
Depending on your company and your goals, you may find it to be a good idea to open a Self-Directed SIMPLE IRA program or a Self-Directed SEP IRA. The problem? Most people don’t know the distinctions between the two, even though these distinctions can really add up. What’s the Difference Between Self-Directed SIMPLE IRAs and […]
Naming beneficiaries is a critical step in any financial plan. Get it right and your financial legacy and your skilled, patient Self-Directed IRA investing and other saving, investing and insurance decisions can be a great blessing to loved ones and help you successfully pass on a financial legacy to your heirs. Get it wrong and […]
Many retirement investors are turning to Self-Directed Roth IRAs because of the tax-free withdrawals they are allowed, even before retirement. If you’re already contributing to a Roth or are thinking about converting your current traditional pre-tax account to a Roth, you need to understand the “Five Year Rule.” Here are the basics of how this […]
Many investors who use a Self-Directed IRA do it to diversify their assets and get themselves out of the market. But what if you wanted to hold alternative assets in your retirement account without necessarily separating yourself from the market entirely? Are there some investments that “feel” like stocks? Real Estate in a Self-Directed IRA […]
On the long journey to retirement, eventually you will be faced with perhaps the most important question of all: when should you actually retire? After decades of saving and investing, you will hopefully notice that your Self-Directed IRA is full of investments and funds that can give you a comfortable living while you exit your […]
You hear this buzz word all the time—diversification. But what does it mean, and when can it be more than a buzz word? When can it be a legitimate retirement investment strategy, and what does it offer you that a lack of diversification cannot? Let’s look at a Self-Directed IRA, diversification, and what it means […]
When you save for retirement, you want the confidence that your portfolio does not have to constantly be micromanaged and manipulate to compensate for market conditions. Yet even with the independence afforded you by a Self-Directed Roth IRA, you can build an “all-weather portfolio” that gives you peace of mind and a high degree of […]
Are you ready for a Self-Directed IRA? Then like a pilot prepping for takeoff, you will need a plan—a checklist. The good news is that this checklist is not as complicated as a flight plan and you can get be off the runway much faster than you think. But it still helps to know the […]
Coast property is always a popular investment. There is a constant shortage of quality beachfront or oceanfront housing, and demand is high. But there are certain things investors should know before buying that beachfront property using a Self-Directed Real Estate IRA. Respect prohibited transaction rules First, you cannot use your Self-Directed Real Estate IRA property […]