Retirement readiness – Include preparing for family caregiving expenses
January 6, 2025
Many Americans are already struggling to save for retirement due to the high cost of living. Another factor that’s throwing pre-retirees and retirees off their retirement...
Happy Golden Anniversary to ERISA
September 9, 2024
ERISA stands for the Employee Retirement Income Security Act of 1974, which became federal law in September 1974. It implements standards for certain employer-sponsored...
Americans’ Favorite Long-Term Investment is Real Estate – the Most Popular Asset Class in Self-Directed IRAs
July 1, 2024
A survey from Gallup showed that Americans feel the best long-term investment is real estate. The organization’s annual Economy and Personal Finance survey was conducted in...
Why Family Offices Should Consider Investing Through Self-Directed IRAs
May 20, 2024
High-net-worth families can build multi-generational wealth through the alternative assets allowed through self-direction One of the prime activities of family offices—the...
