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Don’t Want to Delay Retirement? Here’s Another Option…

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.

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Get a RISE Out of Your 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.

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Investing in Notes Through a Self-Directed IRA

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...

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Including Cannabis Investments in a Self-Directed IRA

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)

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