Business Owners — Why the Self-Directed Solo 401k May Be The Choice For You
The answer depends on your situation, your goals, and how you plan to use the assets in your account. In most cases, we find the investor is better off with […]
Author Archive for: JimHitt
Entries by Jim Hitt
Beyond The Self-Directed IRA: Do You Have a Family IRA Strategy?
Under current law, any individual taxpayer who has earned income can contribute up to $5,500 to a traditional IRA, or if they meet certain income requirements, to a Roth IRA. […]
Self Directed IRAs: The Problem With Mutual Funds
Mutual funds were once a great idea. Most ordinary Americans don’t have the time, expertise or inclination to become stock market experts. Mutual funds made it easy and affordable for […]
Leaving Your Employer? Now’s a Great Time To Get Started in a Self-Directed IRA
If you’re leaving your employer after a long tenure – whether you are retiring or just making a mid-career change — a great opportunity to reshape your retirement plan. If […]
Self Directed IRA – Getting Help In The Fiduciary Rule ERA
Self-Directed IRA investors have always been an independent lot. But the rules governing self-directed retirement accounts can be tricky for novices and people who aren’t financial professionals who specialize in […]
Master Limited Partnerships in a Self-Directed IRA
The Self-Directed IRA is an extraordinarily flexible and powerful vehicle for building long-term wealth for retirement. The ability to invest in companies beyond publicly-traded C-corporations – taxed at nearly 40 […]
Year-End Tax Moves For Self-Directed IRA Investors
The end of a calendar year always brings a series of deadlines and imposes timelines for the execution of tax mitigation strategies, both inside and outside of Self-Directed IRAs. Here […]
So it’s President Trump! What’s In Store for Self-Directed IRA and Retirement Policy?
Most of our Self-Directed IRA clients have been watching the election with a great deal of interest… and a lot of them were surprised. Donald J. Trump, a real estate […]
Self-Directed IRA and Alternative Asset Classes
With stocks breaking new record highs every week, and with yields on most bonds and annuities still stubbornly low, chances are good that diversifying into alternative asset classes could add […]
Stock Investors: It’s Time To Consider a Self-Directed IRA
If you’ve been thinking of moving retirement assets from stocks into a Self-Directed IRA, or increasing your exposure within a Self-Directed IRA to alternative investment classes, it looks like it […]