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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Are You Planning to Work Longer to Fund your Retirement?
Your Plan Might Not Succeed As we’ve noted in prior posts, Americans in general are not saving nearly enough for retirement. Although people think they’ll work longer to put money in their retirement plans, it turns out that they often miss that mark....
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Retirement Savings Fall Short of What We’ll Really Need
When we’re working, we are acutely aware of how our income matches up against our cost of living. But what will that cost of living be when you’re no longer working? If you’re planning on retiring, it’s more than you think and you may not be as prepared as...
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Will Millennials Have Enough Money to Retire with Confidence?
Save, save, save—early, often, and enough for your future retirement. It’s sound advice but are younger workers following it? Saving for retirement is a challenge for many younger workers, who are faced with student debt and are trying to establish...
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You Can Take it With You – Use Your 401(k) to Fund Your New Self-Directed IRA
Analysts forecast that within the next five years, assets held in IRAs will nearly double those in 401(k) plans, with IRA assets growing to $12.6 trillion by the end of 2022—up from $9.2 trillion at the end of last year. Assets in 401(k)’s in the US. are...
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Want to Invest in Real Estate Without the Need for Big Bucks?
Try Investing Through a Self-Directed IRA Individuals who are starting out as real estate investors are often concerned about lack of investment capital. With relatively limited funds, they don’t want to plunk down the whole amount on one property, or...
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