Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.
Investing in cryptocurrency, especially Bitcoin, was at the forefront of news in the financial world in 2017 because of its record-breaking rise. However, 2018 proved to be somewhat of a disappointment for some cryptocurrency investors as it entered a bear market, producing one low after another. But … Read More
People turn to self-direction these days because they want control. There is a certain security in making your own choices, especially when it comes to investing accounts. Self-directed health savings accounts (HSAs) give you control over your own investing decisions just like a self-directed IRA. And, yes, … Read More
We all want it—enough money to finance our lives in our later years. That dream home where we can retreat to after a long day of playing golf, or whatever it is we do when we retire. We want to retire comfortably. We want to be worry … Read More
When it comes to real estate investing, you’ve got a plethora of options you can use to net the income you’re looking for. One of the most popular assets we see people invest in is multifamily real estate.
Not only is multifamily real estate used by those who … Read More
Roth IRA conversions allow you to move some or all of the funds from your traditional IRA account into a Roth account. If you’re going to convert, you must do so by December 31st of the tax-reporting year. And, as you know, that deadline is coming up … Read More
Fair market valuations (FMVs) are required by the IRS for the assets in your retirement plan. The valuations must be assessed as of the end of the income tax reporting year. You’re not allowed to complete these valuations yourself—you must request a qualified, independent third party to … Read More
The housing market looks pretty solid right now. Consumers are challenged with low inventory and rising home costs. New construction can’t keep up with the demand and experts predict home prices to continue increasing. Interest rates have risen, too, which makes renting appealing to many. So, if … Read More
We live in a world of instant gratification. We want what we want, when we want it, and with today’s technology, we usually get it. But, there are exceptions to this rule, and achieving the desired returns on the investments in our retirement plans is one of … Read More
As you may already know, when people feel stressed, they turn to unhealthy habits such as poor eating, smoking, drinking, and often lose sleep. Your health today will directly impact what your future quality of life will be when you retire. And, the decisions you make now … Read More
In 2017, the stock market boomed as our country enjoyed encouraging economic growth and sizeable corporate profits. So far in 2018, stocks are continuing to perform well, hopefully adding much-needed funds to your retirement account. Another year to achieve desired returns in your IRA. Another year closer … Read More