You Could Work a Little Longer to Build More Retirement Savings—or Invest More Creatively through Self-Direction
By working a little longer, Americans can save more for retirement, but a self-directed IRA can do the work with a more diverse retirement portfolio
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Want to Make a Difference in the World? Invest in a Social Cause Startup through a Self-Directed IRA
High-net-worth women are using their wealth to change the world, support communities and create opportunities. This is according to a study by RBC Wealth Management (in partnership with The Economist Intelligence Unit), conducted in the U.S., Canada, the...
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Boomer Bankruptcy is a Growing Trend
The number of baby boomers filing for bankruptcy is rising, fueling the need for investors to become more educated about self-directed IRAs and alternative assets.
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Do you have a leaky 401(k) plan?
Plug up the hole with self-direction According to a study published earlier this fall, many households are pulling their retirement savings together again, 10 years past the Great Recession. A Retirement Security Retrospective: 2007 Versus 2017 reported...
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How Does the US Rank for Retirement Compared to Other Countries?
Saving for retirement with a self-directed IRA can help investors boost their retirement portfolios by including alternative assets within their retirement plans.
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Self-directed IRAs and Financial Planners
If you’re a financial planner with financially savvy clients who wish to include alternative assets in a retirement plan, you can play an important role in guiding your clients as they explore the various nontraditional investments allowed within a...
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Millennial Business Owners are Fans of Retirement Plans
Here’s something that may surprise you: younger business owners of the millennial generation are putting their employees’ retirement on their radar more so than their older counterparts (Generation X and baby boomers). According to a Nationwide survey,...
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Are You on Track for College Savings? A Self-Directed Coverdell ESA Can Help
For non-retired investors falling short of their college savings goal, a self-directed Coverdell ESA can help boost education savings!
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Forget About Social Security in Your Financial Plan; Focus on a Self-Directed IRA Instead.
Shift the focus of your retirement income from Social Security, to building retirement security with a self-directed IRA.
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Are You Headed for a Retirement Income Crisis?
Social Security benefits will be cut by 23 percent in 2034, causing a retirement income crisis for millions of retirees. Avoid that meltdown with a self-directed IRA.
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Americans are Stressing about Retirement – are your Savings Giving you Nightmares?
A survey by Bankrate.com found that saving for retirement is the biggest financial worry among Americans today, especially among younger Baby Boomers (ages 54 to 63) and Gen Xers (between 38 and 53 years old). That should come as no surprise, given those...
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Enhance Your Retirement with a Self-Directed IRA
There are several legislative bills in play in both houses of Congress, including two versions of a bill (H.R. 5282 and S. 2526) called the Retirement Enhancement and Savings Act of 2018 (RESA). Provisions of these acts are meant to: Improve multi-employer...
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Are Americans on Track to go Broke?
Americans Aren’t Breaking the Retirement Bank... But They Can Get on Track with a Self-Directed IRA A 2018 Retirement Savings survey by GOBankingRates found that American adults on average are not doing well when it comes to saving for retirement. While...
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