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.
The deadline to file your income taxes is right around the corner! If you're looking for a way to reduce your taxable income, there are a few retirement plans the IRS allows you to open and contribute to up to the day you file and have that … Read More
Did you max out the contribution limits in your IRA for 2017? If not, you still have time. In fact, you can make last-minute contributions to your IRA for 2017 and get a head-start on your contributions for 2018 right now, before you file taxes for 2017.
How … Read More
SIMPLE and SEP IRAs are retirement plans designed for small business owners as well as self-employed individuals. These popular plans allow today’s business owners to offer easy, tax friendly savings options for their employees. Self-directing either plan allows account owners to make their own investment choices to … Read More
SIMPLE IRAs are designed for employers to make it easy to offer benefits to themselves and employees. Employees choose their own retirement plan and designate a portion of their salary to be deposited (before tax) into these accounts. These plans are attractive because they offer low … Read More
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
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
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
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