Are Alternative Assets Coming to Defined Contribution Plans? President Trump’s August 7 Executive Order Seeks to “Democratize Access to Alternative Assets”
August 25, 2025
Investors with self-directed retirement plans certainly know the value of including alternative assets within their plans. It seems that idea may be catching on if President...
Planning on Making Early Withdrawals from Your IRA or 401(k)? Include These Tips in Your Plan.
March 17, 2025
Even the best savers may find themselves in a situation where they need to tap their retirement account before reaching age 59½, the minimum age at which an individual can...
Do You Have a 401(k) at a Former Employer? You can roll it over into a self-directed IRA
November 28, 2023
According to the Investment Company Institute’s 401(k) Center, 401(k) plans held $6.3 trillion in assets as of September 30, 2022. The assets were in more than...
Has Your Work Situation Changed? You Can Roll Your 401(k) Funds into a Self-Directed IRA
August 27, 2020
Do you have a retirement plan that is still with an employer where you are no longer working? If you have recently lost a job due to COVID-19, or are in job transition, make...
