Self-Directed CESA

Are You Investing or Gambling?

Gambling is defined as staking something on a contingency—an…
Self-Directed Checkbook IRA

How Does a Self-Directed Checkbook IRA Help You Retire?

Holding checkbook power with an IRA—the ability to make a retirement…
Prohibited Transactions

Five Key (and Prohibited) Mistakes to Avoid in a Self-Directed IRA

If you use a Self-Directed IRA, you are aware of the powerful…
Fiduciary Rule

Is the Fiduciary Rule Making a Comeback?

The Department of Labor’s (DOL) fiduciary rule, initially…
Self-Directed IRA

IRA Balances -Reach Record High: Here’s How to Diversify Using IRAs

Good news: Fidelity Investments is reporting greater-than-ever…
Self-Directed IRA Retirement

Are Your Grown Kids Ruining Your Self-Directed IRA Retirement?

Age Wave is one of the country’s thought leaders on issues…
Roth IRA Investing Benefits—is Self-Directing the Way to Go?

Using Your Self-Directed Roth IRA for Bitcoin Investments

Don’t look now, but Bitcoin (BTC) is on the rise again. This…
Excess Contribution in your Self-Directed IRA?

What if You Have an Excess Contribution in Your Self-Directed IRA?

A Self-Directed IRA is a wonderful tool for saving for a secure…
Prohibited Transactions

Protecting Yourself from Rising Interest Rates Using a Self-Directed IRA

Warren Buffett famously quipped “it is only when the tide goes…
Self-Directed CESA

Coverdells Allow for Self-Directed IRA style Investing for College Savings

These days, lots of people understand that IRAs allow taxpayers…