Qualified vs. Nonqualified Roth IRA Distributions
June 16, 2022
Traditional and Roth IRAs – which can both be self-directed – help individuals to build retirement wealth. However, these retirement plans handle contributions and...
September is National College Savings Month. Have You Considered Self-Directing an Education Savings Account?
September 9, 2021
With classes underway in colleges and universities across the country, families are reminded of the importance of saving for college, to make higher education available for...
Getting Educated About Self-Directed Education Savings Accounts
May 30, 2019
Thoughts of college are in the air at this time of year, with PSATs, SATs, ACTs and other tests. High school juniors are deciding where to apply to school and seniors have...
You Could Work a Little Longer to Build More Retirement Savings—or Invest More Creatively through Self-Direction
December 17, 2018
Did you know that by working six months longer, workers can reap significant Social Security compounding benefits? A Stanford University economics professor, John Shoven,...
