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Financial Mistakes Retirees can Still Make in Their Golden Years

Unbeknownst to a lot of people, some, well into their golden years, still have some financial issues when it comes to their retirement. There are still mistakes to be made, there are still some downfalls and hard times, and there are ways to navigate around those issues unscathed. We’re here today to talk about some […]

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Protecting your Retirement from a Financial Crisis

So first thing’s first, I’m not the fear-mongering type. I personally really hate it when pundits prey on people’s worst instincts. But there is, unfortunately, something to be said for financial forecasting, right? It’s more (at least somewhat) more science-based, and less I’ve-got-a-feeling-something-bad-is-gonna-happen. There are patterns and signs for what’s to come, and we know […]

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Know your IRA Lingo: Rollover vs. Transfer

It can seem a little overwhelming trying to figure out if you are doing a rollover or a transfer. In theory, they are very similar and are very easily confused. Because there are differences and if handled incorrectly costly difference you will want to make sure know the difference between a rollover and a transfer. […]

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Self-Directed IRA Rules – Indirect Benefit

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 […]

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Checkbook IRA, Self Directed IRA LLC With Checkbook Control

A Self Directed IRA, like other traditional IRAs, follows the same tax laws and rules but it allows you to invest in non-traditional investements that are typically not available through your investment advisor or broker. These investment choices can be private LLCs, or corporations, private lending, real estate, precious metal and much more. The options […]

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SELF-DIRECTED IRA WITH CHECKBOOK CONTROL – an example of how it works

An ICO account is a great way to team up with a partner or your spouse to invest in real estate and build both of your retirement accounts. Meet George and Betty.  They each have an IRA account. George’s account value = $250K (Roth IRA) Betty’s account value = $125K (Traditional IRA) Total IRA = […]

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