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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 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

Updates on Government Oversight and Exemptions Regarding Prohibited Transactions in Self-Directed IRAs

A GAO study on exemptions regarding prohibited transactions in self-directed IRAs recommends greater collaboration on the process between DOL and IRS.

Is that Education Savings Account Ready to go Back to School?

Investors can self-direct an education savings account to build a more diverse portfolio and gain better control over their return on investment.

Why Yes, Millennials are Saving for Retirement

Millennials are indeed saving for retirement, with many having already saved more than Generation X and on track to eclipse Baby Boomer retirement savings.

Including Cannabis Investments in a Self-Directed IRA

Cannabis-related investments may be included as an alternative asset in a self-directed retirement plan.

Including Precious Metals in a Self-Directed IRA for a Golden Nest Egg

Investors can diversify their retirement portfolios by including precious metals in their self-directed retirement plans, with a precious metals IRA.

Getting Educated About Self-Directed Education Savings Accounts

Individuals can self-direct a Coverdell Education Savings Account (ESA) and enjoy tax-advantaged savings while investing in alternative assets.

June Newsletter 2019

We've seen a lot of buzz on our local towns' community forums of local college kids or college grads looking for summer work, internships, and full-time jobs. If you, or your child, has earned...

May Newsletter 2019

This month, we celebrate the working moms, the stay-at-home moms, the work-from-home moms, and the entrepreneur moms! Whatever type of "mom" you are, we celebrate YOU. We know it takes a...

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 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.

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...