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Self-Directed Plan Information & Education

In depth information for professionals and beginners alike.

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Avoiding a Prohibited Transaction For Your Self-Directed IRA

Defining  Prohibited Transactions Examples of Prohibited Transactions Scenarios in which Prohibited Transactions would occur The steep cost of Prohibited Transactions SIGNUP...

What You Need to Know About Valuing Alternative Assets in Self-Directed IRAs

What is Fair Market Value (FMV)? Why FMV Matters Investor Responsibilities Next Generation Responsibilities Key Dates & Helpful Resources SIGNUP...

The Government’s Take on “Unconventional Assets” — Are You Prepared?

The U.S. government's 'take' on unconventional assets Basic structure of self-directed retirement plans Common prohibited transactions to avoid Fair market value reporting Reporting distributions...

The Truth About Using Retirement Funds To Start Your Own Business

What is ROBS? Steps required to set up Potential risks Alternative ways to invest SIGNUP...

Building a Better Retirement Foundation with Real Estate and Self-Directed IRAs

Allowable real estate investments Guidelines for investing (do's and don'ts) Maintenance/repairs, Insurance & Taxes Foreign investments House flipping & Tiny homes SIGNUP...

How To Protect Yourself From Self-Directed IRA Fraud

Indicators of self-directed IRA fraud Questions to ask before investing “Safe” investment checklist Top 10 investor threats SIGNUP...

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.

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...

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...

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...

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...

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...

Avoiding a Prohibited Transaction For Your Self-Directed IRA

Defining  Prohibited Transactions Examples of Prohibited Transactions Scenarios in which Prohibited Transactions would occur The steep cost of Prohibited Transactions SIGNUP...

September 2018 Newsletter

Want Tax-Free Savings for a Child’s Education? You Can Self-Direct a Coverdell ESA, Too! It’s that time of year again - school supplies, tuition, homework and education. To help you and...

Oh, the places we’ll go! – August 2018 Newsletter

"Just never forget to be dexterous and deft. And never mix up your right foot with your left. And will you succeed? Yes! You will, indeed! (98 and 3/4 percent guaranteed.)" These words,...

Let Freedom Ring! YOUR JULY NEWSLETTER

In the truest sense, freedom cannot be bestowed; it must be achieved. These words, spoken by Franklin D. Roosevelt, could not be truer today. This also rings true when it comes...

June 2018 – Summer Loading…

SUMMER Loading… Just as the seasons continue to change, so do the generations of hardworking taxpayers like yourself. Whether you’re a Baby Boomer, Gen Xer or Millennial, at some point down the...

What You Need to Know About Valuing Alternative Assets in Self-Directed IRAs

What is Fair Market Value (FMV)? Why FMV Matters Investor Responsibilities Next Generation Responsibilities Key Dates & Helpful Resources SIGNUP...

Prohibited Transactions

As of early 2016, the average retirement savings of all American families was $95,776 —not enough to go very far during those retirement years. Of course, self-directed account holders understand that they have the potential to grow that figure more...