October 2017 Newsletter

October 2017 Newsletter

Not having enough money in your retirement savings is just plain SCARY. But it doesn’t have to be that way. To diversify your portfolio, you can use a self-directed IRA to invest in a variety of non-traditional assets. This is NOT like your grandfather’s typical IRA....
What to Do with an Inherited IRA

What to Do with an Inherited IRA

Leaving IRA assets to your beneficiaries carries with it many tax and financial implications, and it is more complicated than inheriting cash from the sale of a family home or other assets.

September 2017​​​​​​​

September 2017​​​​​​​

It’s back to school time, and while your kids are learning at school, why not do some learning yourself! Take advantage of our educational resources, and learn more about self-directed IRAs. It’s never too late to start, and there’s always more to learn.

Where Have all the Pensions Gone?

Where Have all the Pensions Gone?

Company pension plans are quickly becoming a thing of the past and are not available to millions of American workers. However, those who are already retired are enjoying their traditional pensions from days gone by…

Mind the Retirement Gap

Mind the Retirement Gap

An aging population and poor investment returns will result in a worldwide retirement savings gap in the trillions of dollars. What’s causing this retirement savings gap? Quite simply, employer-funded pensions have become a thing of the past.