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.
Retirement planning isn’t easy these days, especially if you’re getting started late in the game. The amount of money you need to retire depends on many things including but not limited to the quality of life you desire in your golden years, whether or not you want … Read More
Self-directed IRAs are used by those who want to control their own investing funds and decisions. A large number of alternative assets are permissible in these plans, and individuals are encouraged to invest in what they know best to secure successful futures. What is a Self-Directed … Read More
Does your retirement portfolio reflect your personal ethics? It certainly can by using sustainable investments. Doing so can add critical diversity that can potentially help grow that income and make you feel like you’re making a difference in the world at the same time. Sustainable investments, … Read More
In October the IRS released the contribution limits for 2016—such as they are because not much changed. Why? The cost-of-living index did not meet the requirements needed for a change in limits, meaning that inflation this year was low. (Sigh.) Knowing what the contribution limits are … Read More
Last week we blogged about how hard it is for many Americans to save for retirement. The struggle is real, and we aren’t the only ones talking about it. In fact, by many reports, it’s only getting worse. Here’s why. One of the main reasons retirement … Read More
Self-directed IRAs are becoming well known and are widely used by investors seeking greater control of their own retirement funds and investing decisions. However, this account structure has actually been in place since 1974—the year IRAs were created. One reason self-direction goes largely unrecognized by the average … Read More
One of the main attractions of having a Roth IRA is that once you reach the age of 59 1/2 and have had a Roth account opened for five years, you qualify for tax-free distributions. There are a few quirks involved – but when performed properly, these … Read More
A recent article published by Money Magazine titled “1 in 3 Older Workers Likely to Be Poor or Near Poor In Retirement” states: A third of U.S. workers nearing retirement are destined to live in or near poverty after leaving their jobs, new research shows. One … Read More
Yes, time flies. Another year is coming to an end and soon we’ll all be ringing in the New Year. Over the next few weeks, many of us plan to attend holiday parties, shop for presents for our loved ones, and begin our lists of resolutions to … 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