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IRA Rollover Mistakes You Cannot Afford to Make

There are times when having an IRA can be trickier than anticipated. There are a lot of rules to follow, there are papers that need to be signed, certain accounts that have to be opened, and sometimes it can be intimidating. This is one reason why having an experienced administrator and custodian on your side […]

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Is Investing in Real Estate for your IRA?

Real estate is definitely one of the more lucrative, and sought-after investment types. The reason it’s so sought-after is that the possibility of return on real estate investment is higher than other types. Plus it’s familiar, right? The question though is whether or not it’s right for you, and your IRA. First thing’s first You […]

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Five Changes Coming to the Retirement World in 2016

It’s still early in 2016, but big changes are coming in the retirement world, as it’s always changing. As you plan for retirement, it’s important to stay on top of specific changes that can affect your self-directed IRA retirement accounts, regular retirement accounts, Social Security and investment vehicles. These changes could impact your saving strategy: […]

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New Year’s Resolutions: Apps That Will Help Get Your Finances in Order in 2016

Behind losing weight and being healthier, getting out of debt and saving money might be one of the biggest New Year’s resolutions that Americans set for themselves. It’s also one of the most broken New Year’s resolutions, because like all resolutions, it’s easier said than done. If you’re serious about getting serious, and want to […]

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