Should You Opt Out of a 401K and into a Self-Directed 401K?

April 2nd, 2018

Many of those reading this article will hopefully know what a self-directed IRA is, but we’re here to talk about what exactly the lesser-known self-directed 401K is, and why you should think about opting in for one. A self-directed 401K is essentially the same thing as a regular 401K, it’s a retirement savings account. The […]

IRA Rollover Mistakes You Cannot Afford to Make

March 19th, 2018

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 […]

Q&A: Partnering Your IRA with Real Estate

March 14th, 2018

Why real estate? What are the benefits? For one, you’re diversifying your retirement portfolio, and getting it out of the stock market where it’s tied to the ups and downs of the same market that we saw lose $2 trillion in 2008. Your IRA is also more secure since it’s backed by tangible real estate, […]

Deciding Between Roth or Traditional Self-Directed IRAs

March 5th, 2018

There more than one type of self-directed IRAs out there. Most of us have heard of a few of the most important types of retirement accounts, like the Individual Retirement Plan which is more commonly referred to as an IRA. An IRA is one of the most effective ways to save for retirement. If you […]