Retirement Accounts

The Checkbook Control Self Directed IRA LLC. What Is It, And Who Should Have One?

August 16, 2021

In this video, we discuss the checkbook control IRA, LLC. What is it? Who should have one? And, what are the problems associated with it, as well as what solutions it provides.

All About Roth Conversions

July 29, 2021

The Self-Directed IRA: What Is It and Why Should You Have One?

May 7, 2021

Podcast | Ideal Strategy For Tax-Free Wealth

May 3, 2021

How To Grow Your Small-Dollar IRA

November 12, 2020

Investing in Real Estate with a SDIRA: Everything You Need To Know

September 30, 2020

A self-directed individual retirement account (SDIRA) gives you the advantage of investing in alternative assets, such as real estate. It enables you to diversify your retirement portfolio and grow the funds higher. Continue reading…

Self-Directed Individual 401k Plan: Advantages, Eligibility & Contributions Limits

August 10, 2020

A Self-Directed Solo 401(k) plan is an IRS-approved and qualified 401k plan. It is designed for a self-employed sole proprietor, a corporation, or a limited liability company. The participant can make contributions as both the employee & the employer; hence can enjoy higher contribution limits.

Using a Self-Directed IRA to Invest in Precious Metals

July 14, 2020

Self-Directed Individual Retirement Accounts (SDIRA) are becoming immensely popular nowadays. An SDIRA is a retirement savings account that can be a traditional or Roth IRA with the same contribution limits. But the notable tax benefits of an SDIRA are of one its differentiators from a regular IRA.

At the same time, the number of investment options also differentiates an SDIRA from a traditional IRA. An SDIRA allows you to invest in more assets than what an IRA allows. With an SDIRA, you can diversify your portfolio by investing in alternative assets, like real estate, precious metals, etc. Continue reading…

Invest in Real Estate With Your Retirement Funds

July 10, 2020

And the “Good News” About COVID-19 Is? Rollover Options

July 6, 2020

America has been taught to save through payroll deductions and investments in company sponsored plans such as 401k, 403b, 457, and Thrift Savings Plans. While these plans have grown to over $5.7 Trillion,¹ the provisions can be rigid and the investment choices very limited. Truth is most employer plans require you to either leave the company or achieve the age of at least 59.5 years before you are allowed to take a distribution (or roll-over) of your retirement funds.