For many retirement investments, it’s easy to see the path forward. Many people like to buy stocks because of the familiarity. Other people like to buy real estate because they understand the scarcity of land. But what about retirement investing with Tax Liens? Well, as a Self-Directed IRA administration firm, we just serve as the […]
It’s easy to look at the possible contributions in a Self-Directed Roth IRA—or any other retirement account—and assume that these are flat limits. And they are, in many respects. But that doesn’t mean that your contribution limit will necessarily be the same as the next person’s. Why? Catch-up contributions are possible in many retirement accounts. […]
Ask around about retirement accounts and you’ll learn that the oldest in the United States is the Traditional IRA. In fact, it used to be known simply as an IRA, but times have changed so much and so many new accounts have been added that many people refer to it as the “Traditional IRA.” And […]
When you hear about investing with Self-Directed IRAs, you might hear about conventional accounts like Traditional IRAs, Roth IRAs, and Solo 401(k) plans. But the SIMPLE IRA isn’t always intuitive for new investors. However, it might be exactly what fits with you and your situation. How do you know? You have to know what makes […]
When using a Self-Directed IRA, perhaps the most obvious change is the wide range of retirement assets you can choose from. Without a brokerage selecting your options for you, you have access to the full range of allowable retirement investments. But that also means you must consider one thing: what does that mean for you? […]
For people who traditionally invest through an employer, the 401(k) is one of the most recognizable forms of retirement investing. In fact, we often talk about our 401(k) plans as though they represent our entire retirement portfolio, whether or not that’s the truth. But there is more an investor can do with a 401(k), even […]
When you need to save for a child’s education, it can be an intimidating process. You’re looking at years of planning, lots of saving, plus the possibility of using investment accounts you haven’t heard of. Fortunately, there is an account that keeps things simple: the Self-Directed CESA. But what is this account, how does it […]
The math is simple: if you believe that gold holds on to its value well enough to make a powerful retirement asset, it only makes sense for investors to hold gold in an IRA. Using a Self-Directed IRA, investors can add approved gold sources to that IRA, thus creating what is unofficially known as a […]
It’s easy to think that some retirement accounts aren’t available to the average person. They sound like complicated tax situations, and many of us might not think we’d qualify. But that’s not always the case. One clear example is the Self-Directed SEP IRA. It’s true that most individuals who work as W-2 employees probably wouldn’t […]
If you believe it’s come time to open a Self-Directed IRA, it’s easy to feel overwhelmed. This, after all, is a decision about taking control of your finances. And for many people, especially young investors, this can be a scary time. It means that it’s the first time you’ve had more direct control of what […]