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.
Did you max out the contribution limits in your retirement plan for 2017? If not, you still have time. In fact, you can make last-minute IRA and 401(k) contributions for 2017 to get a head-start on your contributions for 2018 right now, before you file taxes for … Read More
While you are unable to borrow funds from an IRA to give yourself or a business you own capital, you are able to do so using funds from a qualified plan, such as a 401(k). The following case study outlines the different options in structuring these types … Read More
The last week in January, the Obama administration announced a proposal, which if approved will make retirement planning easier for many Americans. In the face of today’s retirement planning crisis, this is good news for many. A large number of individuals across the country are unable to … Read More
Also known as an individual(k) or solo 401(k) plan, this retirement account is designed for small businesses where the only employees are the business owners and/or their spouses. Examples for qualifying businesses could be sole proprietorships, partnerships, LLCs, and corporations, so long as you do not have … Read More
Small business owners are able to take advantage of a very beneficial retirement savings account commonly called an individual(k). These are profit sharing plans with a 401(k) option, but involve more relaxed compliance rules and minimal cost compared to a traditional 401(k). There are also Roth options … Read More