A Word of Caution for Self-Directed Investors: Use a Custodian That Specializes in Alternative Assets
November 14, 2023
The late actor James Caan found himself in a tax tangle in 2015 that his estate has been fighting . . . and lost last month. At issue was an IRA rollover that Mr. Caan...
Why Savvy Investors LOVE Self-Directed IRAs
February 16, 2023
For self-directed investors, love is always in the air when it comes to their retirement portfolios. These savvy investors understand that the answer to romancing their...
Social Security Cost of Living Adjustment (COLA) for 2021
November 5, 2020
It was announced in mid-October that Social Security beneficiaries will see a 1.3% cost- of-living adjustment (COLA) in their monthly distribution checks, effective January...
Promissory Notes and Secured/Unsecured Loans in a Self-Directed IRA
January 16, 2020
As we wrote about last fall, promissory notes are one way that self-directed investors—individuals with a self-directed IRA or other retirement plan—can provide funding...
