Self-Directed Plan Information & Education

In depth information for professionals and beginners alike.





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

Don’t Want to Delay Retirement? Here’s Another Option…

Don’t Want to Delay Retirement? Here’s Another Option…
Savvy investors who are comfortable making their own investment decisions can invest in what they already know and understand, take advantage of certain market opportunities, and enjoy tax-advantaged retirement savings.

Get a RISE Out of Your Retirement Savings

A new online tool allows investors to calculate whether they’ve been saving enough for a comfortable retirement, or if they need to boost their savings or further diversify their self-directed retirement plan.

Investing in Notes Through a Self-Directed IRA

Private notes, also called promissory notes, may be mortgage notes or deeds of trust, private loans, or corporate debt, and are among the many alternative assets allowed in a self-directed IRA....

Private Equity Investing Using a Self-Directed IRA

Learn how you can invest in private equity; one of the many alternative assets self-directed retirement plans can hold.

Raising the RMD, Repaying Student Loans and Other Potential Changes to Retirement Accounts

New proposed legislation in Congress to raise the RMD age, and to help workers repay student debt and save for retirement, will enable self-directed investors to continue building more diverse retirement portfolios over a longer time period.

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.

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...