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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...

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...

How Does the US Rank for Retirement Compared to Other Countries?

Saving for retirement with a self-directed IRA can help investors boost their retirement portfolios by including alternative assets within their retirement plans.

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...

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...

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 team...

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...

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,...

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...