Self Directed IRA Rules & FAQs

Commonly asked Self Directed IRA questions Q.  What is a self directed IRA? A.  A Self Directed IRA is an IRA, whether it be a Traditional, Roth, Simple, or SEP, that allows you to invest in non traditional invesments.  This includes Real Estate, tax liens, gold and silver, loans, private placements, and other hard assets […]

Read More…

Who are we?

I commonly get asked about who is Accuplan Benefits Services and American Estate & Trust, LC.  I thought it would be good to briefly explain who we are and what relationship between the two companies. Accuplan Benefits Services is not an IRA custodian.  They are a facilitator (administrator) of IRA accounts.  Accuplan Benefits Services answers […]

Read More…

Is your Retirement Plan Ready?

We are getting closer and closer to the start of another year. Which is a reminder for all to get your retirement accounts in order Have you maximized your contributions? Have you taken your required distributions? For more help making sure your retirement accounts are in order check out THE END IS COMING – Preparing […]

Read More…

Is Financial Advice Always Sound?

I love reading about financial help and there is no shortage of it out there. It seems like everyone and their dog are dishing out financial help. You will find help on saving money, investing, retirement and so on. With so much information out there how do you know which information is good or bad? […]

Read More…

Back to Top