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.
Education savings accounts (ESAs) are cool little tools that allow you to save and accrue income for your child’s education. ESAs are commonly established by parents for their children, but, contributors can include anyone from grandparents to the beneficiaries of the accounts. Annual contributions limit out at … Read More
Saving enough money for retirement is important. That statement is an absolute truth, yet somewhat mundane and largely underrated for many. Kind of like the words “I love you.” Anyone can say it and mean it. But, the proof lies in the actions that show love and, … Read More
Self-directed IRAs are becoming more widely known and appreciated. In fact, some report that self-directed accounts are evolving into quite the trend among savvy investors. However, investors that use these accounts to build tax-free or tax-deferred income for retirement would probably tell you these accounts are not … Read More
There is plenty of good news for many retirement and other savings plan holders regarding 2015 contribution limits. While traditional and Roth IRAs contributions remain the same as 2014, other plans see an increase in limits—and every little bit counts! Below is a basic recap of … Read More