Call: 1-866-454-2649   Text: 702-728-3322

Know Your Retirement Accounts: Simple IRA, SEP and Solo 401K (Updated for 2021)

Being aware of the different types of self-employed retirement accounts that are available to you is important to get the most out of your retirement and retirement planning. The accounts that are available to most employees are your typical IRA and 401K with Roth and Traditional kickers. However, your account options are much more plentiful […]

Read More…

Inflation Can and Will Deplete Your Self-Directed IRA Income – How to Fight it

Inflation is something most Americans don’t think about much, but it has a significant influence on all of our financial lives. Not only does inflation impact the prices of consumer goods; but the federal government also uses it as a benchmark in determining whether to increase contribution limits to qualified retirement plans or to raise […]

Read More…

The Importance of Diversification of Your IRA Portfolio

Whether you’re new to the investing game or a novice, there’s something that everyone needs to learn, and that’s diversification of assets. Diversification is fundamental, not only for your portfolio’s sake, but also for your future retirement’s sake. When you have a self-directed IRA, and the investment options available to you are practically limitless, that’s […]

Read More…

Using a Self-Directed IRA to Invest in a Private Company

The Internal Revenue Service puts few restrictions on what assets you can own in an individual retirement arrangement. You can’t use your self-directed IRA to buy life insurance, collectibles, jewelry, alcoholic beverages or some forms of precious metals. But there’s nothing in the law that says you can’t buy an interest in a closely held […]

Read More…

Self-Directed IRA Rollover Terminology Broken Down

Rollovers are the most common way to transfer funds within retirement accounts. Transfers and rollovers are transactions that allows for the movement of assets between IRAs and 401K plans. Let’s go over the basic terminology. Direct Rollover A Direct Rollover is generally used when moving funds from an employer plan (like a former employer 401K) […]

Read More…

Starting at the Basics with Self-Directed Individual Retirement Accounts

A self-directed individual retirement account is an account held with a custodian that allows investments in a range of alternative assets inside of that account. Depending upon what your custodian allows, these could include IRAs (both Traditional and Roth accounts), SEP-IRAs and Solo 401Ks. Why a self-directed individual retirement account? A self-directed individual retirement account, […]

Read More…