Don’t Want to Delay Retirement? Here’s Another Option…
Don’t Want to Delay Retirement? Here’s Another Option…
Savvy investors who are comfortable making their own investment decisions can invest in what they already know and understand, take advantage of certain market opportunities, and enjoy tax-advantaged retirement savings.
Get a RISE Out of Your Retirement Savings
A new online tool allows investors to calculate whether they’ve been saving enough for a comfortable retirement, or if they need to boost their savings or further diversify their self-directed retirement plan.
Investing in Notes Through a Self-Directed IRA
Private notes, also called promissory notes, may be mortgage notes or deeds of trust, private loans, or corporate debt, and are among the many alternative assets allowed in a self-directed IRA. “Promissory” indicates that there is a written promise to repay the sum...
Private Equity Investing Using a Self-Directed IRA
Learn how you can invest in private equity; one of the many alternative assets self-directed retirement plans can hold.
Raising the RMD, Repaying Student Loans and Other Potential Changes to Retirement Accounts
New proposed legislation in Congress to raise the RMD age, and to help workers repay student debt and save for retirement, will enable self-directed investors to continue building more diverse retirement portfolios over a longer time period.
Updates on Government Oversight and Exemptions Regarding Prohibited Transactions in Self-Directed IRAs
A GAO study on exemptions regarding prohibited transactions in self-directed IRAs recommends greater collaboration on the process between DOL and IRS.
Is that Education Savings Account Ready to go Back to School?
Investors can self-direct an education savings account to build a more diverse portfolio and gain better control over their return on investment.
Why Yes, Millennials are Saving for Retirement
Millennials are indeed saving for retirement, with many having already saved more than Generation X and on track to eclipse Baby Boomer retirement savings.
Including Cannabis Investments in a Self-Directed IRA
“The South Dakota Division of Banking has advised that assets to be transferred into or held by the account holder’s custodial account should not include any illegal or impermissible holdings under South Dakota or Federal law, including, but not limited to, holdings of cannabis related investments or other illegal substances, illegal gambling, or illegal artifacts. Furthermore, the custodial account should not hold or engage in transactions involving illegal or impermissible holdings while Next Generation Trust Company serves as custodian.” (as of July 31, 2019)
Including Precious Metals in a Self-Directed IRA for a Golden Nest Egg
Investors can diversify their retirement portfolios by including precious metals in their self-directed retirement plans, with a precious metals IRA.
Getting Educated About Self-Directed Education Savings Accounts
Individuals can self-direct a Coverdell Education Savings Account (ESA) and enjoy tax-advantaged savings while investing in alternative assets.
Are Your Grown Kids Affecting Your Retirement Future?
Americans are risking their retirement by providing financial assistance to their grown children; a self-directed IRA can shift one’s retirement into savings mode.
Setting Your Retirement on FIRE with a Self-Directed IRA
Millennials following the FIRE strategy for an early retirement can ignite their retirement portfolios by opening a self-directed IRA