Investing in a Self-Directed IRA is a great alternative to investing in traditional investments such as stocks, bonds, and mutual funds. Through a Self-Directed IRA, you can invest in more non-traditional investments such as real estate, private placements, gold and silver, loans, and other hard assets. Many individuals shy away from investing in Self-Directed IRAs […]
Category: Self-Directed IRA
2014 and Your Self Directed IRA
A self directed IRA allows you to invest in non-traditional investments. There are a few things that you must do in order to take full advantage of your self directed IRA. One of the most important and easiest things you can do is to make sure you know the following dates and if they apply […]
MAKE SELF-DIRECTING YOUR NEW YEAR’S RESOLUTION
You don’t have to start your resolution on January 1st, but you should start your resolution with the intent of following thorough. According to StatisticBrain.com, 34% of people make money related resolutions. How many times have you thought about taking control of your financial future? About having more money in your retirement? Well, the beginning […]
Self Directed IRA Rules
It may seem daunting and too difficult to understand and maintain a Self Directed IRA. You probably think that there are too many rules and issues that you don’t know that will get you in trouble or you think it is a better option to stay with a regular IRA at a brokerage company because […]
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 […]
Self Directed IRA, The Way to Diversify Your Retirement Portfolio
Self directed IRAs and 401ks only account for a minimal percentage of all the retirement accounts in the U.S. because they are not nearly as known as 401ks and IRAs. There are many people that aren’t utilizing self directed IRAs that could really benefit from them. Why should you open up a self directed account? […]
Need a good smile? Retirement Facts to Chew On!
If it could only rain money for real! Wouldn’t that be the day? Even though we can’t make it rain money there are some things we can do to make sure we are more financially ready when retirement comes. I stumbled upon a great article by the department of labor where I got most of […]
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 […]
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? […]
Happy Thanksgiving from Accuplan
Happy Thanksgiving! We hope that you have a very safe and healthy start to your holiday season this week. No matter what you are thankful for we hope you can take a moment to remember what you are thankful for. […]
THE END IS COMING – Preparing for the Year’s End
THE END IS COMING! Our 2013 year is about to come to a close. Here are some year-end reminders for you. These rules apply to you if self-directed IRA is a Traditional (pre-tax) or Roth (after-tax). MAX IT OUT! Hitting the max out limit on your credit card, BOOOOOO! Hitting the max out limit in […]
Know Your Parents Financial Situation Before it’s too Late
Do you know your parents’ financial situation? If a medical emergency or old age incapacitates one or both of your parents do you have enough knowledge to know what to do with their bills? What about their retirement accounts? Do they have an IRA or 401K? If you do not know any of this information […]
