Posts

Fiduciary Rule

Is the Fiduciary Rule Making a Comeback?

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

Choosing Your Self-Directed IRA Provider

Whether you are a seasoned veteran or have just joined the Self-Directed…
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

There are Exceptions to the Early Withdrawal Penalties in a IRA

Expensive things can crop up out of nowhere, and people do not…
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…
Direct Lending with Self-Directed IRAs

Direct Lending Using a Self-Directed IRA

Many Self-Directed IRA investors choose to do direct lending…
Self-Directed IRA

Reinvesting Cash Flow Within Self-Directed IRAs

Many of our clients are attracted to Self-Directed IRAs because…
Self-Directed Real Estate IRA

Self-Directed IRA, An Additional Source of Funding for Real Estate Investments

More and more investors are becoming aware of the benefits of…
Estate Planning with a Self-Directed IRA

Legacy Planning for Self-Directed IRA Owners and Their Beneficiaries

Most people who are at or near retirement start thinking about…
Self-Directed Roth IRA

How to Roll Over 401(k) Funds into a Self-Directed IRA Correctly

When you leave one employer for another, you have to decide what…