what you need to know about IRA annuities

What You Need to Know About IRA Annuities

An IRA annuity is an investment product that allows you to invest your IRA funds in an annuity. An annuity is a financial product that can provide you with an income stream during retirement. An IRA annuity can be a good option for those who want a guaranteed income during retirement. […]

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Rental Property Investing

Maximizing Retirement: Rental Property IRA Investing

Maximizing Returns with a Real Estate IRA As you approach retirement, diversifying your portfolio becomes crucial. One avenue to consider is a Real Estate IRA. A Real Estate IRA is a self-directed retirement account that allows for direct investment in property. It potentially offers higher returns than traditional IRAs. However, investing in real estate through […]

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what are futures

What Are Futures and How to Utilize Them in Your IRA

Individual retirement accounts (IRAs) offer varying investment opportunities, one of which is futures trading. Futures are financial contracts that allow investors to speculate on the future price of an asset. They are high-risk investments, meaning investors can potentially gain or lose substantial amounts of money. It’s, therefore, advisable to learn how they work and consult a professional before […]

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how to roll over 401k

How to Roll Your 401(k) Into a Self-Directed IRA

Employer-sponsored 401(k) plans are a common benefit for employees to encourage long-term savings, but these plans have drawbacks. Chief among them are the options you have for the funds during employment and what you can do with them if status changes occur. When you don’t want the potential financial consequences of withdrawing funds from your plan, there is […]

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SEP IRA vs Solo 401K

SEP IRA vs. Solo 401(k)

SEP IRAs and solo 401(k)s are both retirement plans for small business owners. However, there are differences in terms of their eligibility requirements, contributions and tax benefits. Before deciding which option is best suited for your business, you’ll want to consider the pros and cons of each. This guide examines the difference between solo 401(k) […]

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Private Equity Investment with Self-Directed IRAs

Can self-directed IRAs invest in private equity funds? The answer is yes, but you need to know some essential things. Combining private equity investments and self-directed IRAs provides a unique investment opportunity for individuals seeking comprehensive investment options with a high degree of control. However, there are rules.  In this guide, you’ll learn about private equity investment […]

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2024 IRA contribution limits

What You Need to Know About 2024 IRA Contribution Limits

Almost every year, the IRS updates the contribution limits allowed for individual retirement accounts (IRAs). As someone who contributes to an IRA, you should be aware of how much you can contribute annually. This way, you can maximize your contributions without going over the limit. In 2024, contributions increase for all IRA types. Are IRA […]

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invest in easement thumbnail

What Is an Easement and How Can I Invest in One?

Real estate is a popular investment option for investors. Some real estate includes easements that give another party the right to use a part of the property. While some property owners may see easements as a deal-breaker, they can be a great investment opportunity if you have a self-directed IRA. This article explains everything you […]

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401k withdrawal rules

401(k) Withdrawal Rules

A 401(k) plan is a retirement account that employers offer employees. It allows workers to save a portion of their salary each month before IRS tax withholding. Many companies calculate contributions as a percentage of the employee’s salary and put the amount in a 401(k) account for the worker before paying them. After reaching a […]

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how to know when you are financially ready for retirement

How to Know When You’re Financially Ready for Retirement

As retirement approaches, it’s normal to ask yourself, “Am I financially ready to retire?” The answer is different for everyone. Many Americans estimate they will need $1.8 million to retire — reaching a precise number can be tricky, but ensuring financial readiness, stability and security is key.  In terms of the importance of retirement planning, there are […]

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retiring before 50: pros and cons of early retirement

Retiring Before 50: Pros and Cons of Early Retirement

The enduring popularity of the F.I.R.E. (Financial Independence, Retire Early) movement has revealed an intense interest in the idea of early retirement. There’s no doubt that the desire to retire years or even decades before passing the 60-years-old mark is alive and well in the 21st century. While retiring young is a hot topic, it does raise the question: […]

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