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Self-directed IRAs and Financial Planners

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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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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