1-888-857-8058

Self-Directed Plan Information & Education

In depth information for professionals and beginners alike.

EXPLORE OUR RESOURCES

FINANCIAL PLANNERS

REAL ESTATE PROS

SELF-DIRECTED BASICS

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 NOW

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 NOW

Is Your Retirement at Risk?

As Baby Boomers continue to retire—and age—and therefore the number of retirees is swelling, especially in the 75+ age group. As their numbers grow, so do the financial risks many of...

Are You Financially Prepared for a Secure Retirement?

American workers without access to pension plans or employer-sponsored plans can become more financially prepared for retirement with a self-directed IRA

You Could Work a Little Longer to Build More Retirement Savings—or Invest More Creatively through Self-Direction

By working a little longer, Americans can save more for retirement, but a self-directed IRA can do the work with a more diverse retirement portfolio

Want to Make a Difference in the World? Invest in a Social Cause Startup through a Self-Directed IRA

High-net-worth women are using their wealth to change the world, support communities and create opportunities. This is according to a study by RBC Wealth Management (in partnership with...

Boomer Bankruptcy is a Growing Trend

The number of baby boomers filing for bankruptcy is rising, fueling the need for investors to become more educated about self-directed IRAs and alternative assets.

Do you have a leaky 401(k) plan?

Plug up the hole with self-direction According to a study published earlier this fall, many households are pulling their retirement savings together again, 10 years past the Great...

February Newsletter 2019

As you may, or may not know, February 5th marked a new year on the Chinese calendar. Each year, the calendar is represented by a different zodiac animal and for 2019 it’s none other than the pig.

New Year, New Goals – Your January Newsletter

"Let this year be a time when you set your goals and achieve what perhaps you only once dreamed of." We truly hope this new year brings you all that you could have ever dreamed of. But...

2018 Reflections: Your December Newsletter

  As 2018 comes to a close, there isso much we have to reflect on.Check out some of what we've accomplished this year: We've seen continued growth within our office, adding four new...

November 2018 Newsletter

This month we give thanks to you! We would not be where we’re at today without you as our loyal clients and followers.

OCTOBER 2018 NEWSLETTER

AVOIDING A PROHIBITED TRANSACTION FOR YOUR SELF-DIRECTED IRA Self-directed IRAs give investors greater freedom to pursue tax-advantaged strategies for building wealth. Instead of the...

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...

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...