Blogs

Guide to Setting Up a Self-Directed IRA

Self-directed IRAs create a tax haven for investing retirement funds in alternatives outside the stock market. It allows you to shelter gains while opening the door to investment opportunities not available in conventional IRA accounts. If you are interested in expanding your retirement portfolio, you need a self-directed IRA. Alternative

Read More »

What You Need to Understand About Self-Directed IRAs

Real estate is one of the most popular alternative investments available. It can be a low-risk option that improves portfolio diversification and reduces volatility while providing reliable income and capital gains. The challenge is the high cost of entry. Whether individually or through syndication, real estate purchases often require a

Read More »

How Self Directed IRAs Work

Pensions are becoming rare, making IRAs and company-sponsored investment plans essential for retirement planning. The challenge is that most accounts include significant restrictions on how you can invest contributions. For example, company-sponsored plans, like 401ks, tend to offer a dozen or so mutual funds, making it difficult to diversify adequately.

Read More »

How to Transfer a 401k or Company-Sponsored Account to an IRA

With employees changing jobs about every four years, there are many opportunities to roll over company-sponsored retirement accounts into an IRA. And yet, most employers do not provide information about when and how to transfer account funds. The reality is if you have investments sitting in retirement accounts with a

Read More »

Monthly Newsletter – April 2022

Message From the CEO As inflation grips the nation, interest rates are on the rise. Beyond the concern of an impending recession, higher rates increase borrowing costs and stock market volatility, impacting both real estate and traditional market investments. These conditions call for a review of your investment strategies. We

Read More »

Enter your info below to get a free ebook copy of the "Bringing Value, Solving Problems and Leaving a Legacy"