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About: Ben

Profile
Director of Business Development | B.S Finance, CEA | Ben Barker previously held positions as an Accounting Manager for a retail outlet chain and as a Financial Analyst for an education firm. Ben is a Certified Estate Advisor with over 20 years as a fiduciary officer, and he has extensive experience in the creation of business entities and retirement accounts. With Accuplan, Ben supports and oversees client and B2B relationships including helping clients with alternative IRA investing (such as real estate, private placements, and private businesses), plus the creation of entities and Self-Directed 401K plans.

Posts by Ben:

  • Know Your Business Retirement Accounts: Simple IRA, SEP, Solo 401K and ESOP (Updated for 2021) Posted on July 21, 2021 by Ben Barker in Self-Directed 401K&Self-Directed IRA
  • Taxes, Contributions, and a Self-Directed IRA: Your Questions Answered Posted on June 28, 2021 by Ben Barker in Self-Directed IRA
  • How a Gold-Backed IRA Helps Diversify Retirement Portfolios Posted on June 14, 2021 by Ben Barker in Gold IRA
  • Self-Directed IRA Accounts – Introduction to a Roth IRA (updated) Posted on June 2, 2021 by Ben Barker in Self-Directed IRA
  • How and When a Hardship Withdrawal is Allowed in an IRA or 401K Posted on May 31, 2021 by Ben Barker in Self-Directed 401K&Self-Directed IRA
  • What are the Potential Pitfalls With a Self-Directed IRA? Posted on May 4, 2021 by Ben Barker in Self-Directed IRA&Uncategorized
  • Investing in Precious Metals with your Retirement Account (updated for 2021) Posted on April 27, 2021 by Ben Barker in Gold IRA
  • How to Navigate your First 401K/Retirement Plan Posted on April 5, 2021 by Ben Barker in Self-Directed 401K
  • What you Need to Know About REITs Before Diving in Posted on March 15, 2021 by Ben Barker in Real Estate IRA
  • Opening a Self-Directed IRA? Here’s Where to Start Posted on February 22, 2021 by Ben Barker in Self-Directed IRA Account
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Recent Posts

  • Self-Directed IRA Prohibited Transactions: What to Know
  • What Investors Need to Ask Their Self-Directed IRA Provider
  • How Due Diligence Works in a Self-Directed IRA
  • Private Lending with a Self-Directed IRA
  • What You Need to Know About Annuities in an IRA

Categories

  • Checkbook IRA
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  • Health Savings Account
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  • IRA-LLC
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  • Self-Directed IRA and The Economy
  • Self-Directed IRA Custodian
  • Silver IRA
  • Uncategorized

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Disclaimer: This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

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