How Due Diligence Works in a Self-Directed IRA

A self-directed IRA allows investors to pick investments based on the owners’ experience and expertise. Choosing your assets gives you the freedom to grow and build your retirement in ways most investors never imagine. But with this freedom comes some added responsibility. Specifically, it would be best if you vetted your investments. That’s not something […]

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Proposed Legislation Negatively Impacting IRAs and Private Placements

Your financial security is our priority, and the relationship you have with ACCUPLAN is significant to us. That’s why we want to make you aware that Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. If enacted into law, these changes would have a direct […]

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What are the Potential Pitfalls With a Self-Directed IRA?

Opening up and operating a self-directed IRA is more intensive than a traditional IRA. It can be more intensive because you’re the one in charge. You choose the investments and do all the work that generally someone else does. The other awesome and daunting thing about a self-directed IRA is that there are endless investing opportunities. […]

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Take Control of Your Retirement Investments with a Checkbook IRA

Do you know what your retirement accounts are currently invested in? The likelihood is that you probably don’t. You are not alone because many people have no idea what their IRA or 401k are invested in. This may or may not bother you. If it does bother you and you would like to take control […]

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