Using a Self-directed IRA to Invest in Startups and Early-Stage Companies: Become an angel investor or private equity investor with funds from a tax-advantaged retirement account
July 1, 2025
Entrepreneurs who are starting up a business often have tremendous vision but may be short on start-up or growth funding for their private enterprises. That’s where private...
Americans are Living Longer. Will Their Retirement Savings Stand Up to Greater Longevity?
June 16, 2025
Among the calculations for retirement savings is longevity. Consider these numbers: In 1900, the average lifespan of men was only 46.3 and women 48.3. By 1946—the...
Concerned About Market Volatility? Try the Bucketing Strategy for Your Retirement Portfolio: Including alternative assets in a self-directed IRA is a good start
May 12, 2025
The woes of the stock market’s current performance and increased talk of a possible recession have many retirees and near-retirees concerned about their retirement...
What to Do With Your Employer-Sponsored Retirement Plan if You’ve Been Laid Off (Hint: Roll the Assets into a New Self-Directed IRA)
April 28, 2025
The job market has seen its share of ups and downs over the past 24 years (even further back if you consider the dot-com bubble burst of the 1990s). Between the attacks on...
