What do you want for your retirement? What type of things do you plan on doing? Where do you plan on living? Do you want to go on vacations? There are so many things you can dream about when it comes to your retirement. For most of us though we want the best retirement that […]
Month: August 2014
ACCT HOLDER CAN SIGN PROP MGMT AGREEMENTS
PROPERTY MANAGEMENT AGREEMENT GUIDELINES FOR A SELF-DIRECTED IRA ACCOUNT This document provides guidance on how to set up property management agreements for a property owned by a self-directed IRA account. 1. Document Titling – The agreement should be between the property management company (“The Company”), and American Estate & Trust FBO . Please note that […]
LEARN MORE ABOUT INVESTING IN THE BIG D AND FORT WORTH!
It’s no secret that the Dallas / Fort Worth area is a playground for investors, so we went looking for a qualified professional to give you some much needed information. In this article, you will meet Robyn Bullard of Red Phone Real Estate. Robyn has over 30 years real estate experience and is not only […]
Investing Your Retirement In Your Startup
Are you looking to start your own business and are wondering where to get the capital? I bet you never thought it was possible to invest your retirement into your own startup. This is very possible and it is done through what we call a mysop. This is done with a self directed 401k and […]
Want to Invest your IRA yourself? A Self-Directed IRA LLC is Right for you!
Have you ever thought that you could do better in the market by investing your IRA funds yourself rather than trusting your IRA funds to a financial advisor? This is a common problem and one that can be very justifiable. There are many times that financial advisors just don’t put in the same effort as […]
Investment Professionals Are Terrified Of The Future
There is a new survey out that was done by Bank of America/Merrill Lynch that shows just how leery investment professionals are with the current market. Leery is a mild term to what these investment professionals are actually feeling. A significant amount of investment professionals are simply terrified. What things are they worried about? They […]
Would You Take Lower Pay For A Higher 401k Match?
Findings from Fidelity suggest that many employees prefer the match and are willing to take a hit on instant gradification for a bigger payoff when retirement comes. Of the workers surveyed more than 4 out of 10 suggested that, if offered, they would prefer to have lower compensation in return for a higher employer contribution […]
Estate Planning Trend
Baby boomers are switching up the way they are planning their estate and how they are dealing out the inheritance from their estate. In the past trusts were liquidated and distributed to children when they were 18, 21 or even 25. But that was the past. Those currently setting up their estate or figuring out […]
SELF-DIRECTED IRA BACKED BY PRECIOUS METALS
Thank you for your inquiry about our self-directed IRAs to purchase precius metals. We are the Nation’s premier provider offering the simplest and best gold-backed IRA and precious metal program! Advantages of our Precious-Metal IRAs: § Highly competitive IRA account fees and precious metals storage fees. § Expertise to keep your program fully legal with the IRS. […]
What Sets Us Apart? How About Our Bill Pay?
Accuplan has recently launched the ability to pay certain bills and expenses from your Self Directed IRA through an online system. This new bill pay feature will greatly enhance the speed and efficiency in which bills can be paid through your Self Directed IRA. Many of our clients have started to use this system and […]
Social Security Has Its Issues
It is 2014 and things are good. Unless you are talking about social security. Today we are going to hit on some recent numbers that were given by the Social Security Trustees. These Social Security Trustess release every year a report about the long-term outlook for these programs. What came from this report? The following […]