Where Do They Stand ?: The Presidential Candidates and Retirement
With Election Day right around the corner, knowing where the candidates stand on retirement is crucial to making informed decisions about the candidate that best protects your interests. President Obama’s lead has narrowed since the first debate, but Medicare is still one of the areas in which he still comes out on…
On the Go? A Quick FAQ For Savvy Investors with Busy Lives
Q: What is a self-directed IRA? A self-directed IRA is an individual retirement account that allows account holders a wider choice of investments, including but not limited to, traditional options such as stocks, bonds and mutual funds. Many SDIRAs include real estate. SDIRAs must be opened at financial institutions with trust powers…
Retirement: Do You Picture Yourself in Heaven, Or Hell?
The prevailing logic is that everyone is excited to retire. But how true is that nowadays? With the Great Recession still in our rear view mirrors, in some cases, still inches from our bumpers, many people near retirement age are frightened of what retirement may bring. Foreclosure, a widespread decrease in consumer…
How Much Do You Need to Retire?
We are often asked how much money an individual should have for retirement. There is no easy answer. Depending on your lifestyle and goals, the answer could vary greatly. Even between individuals who have similar retirement savings goals, the answer is as individual as each person asking! Below we list the best…
Real Estate and Your IRA
Lots of self-directed investors come to us because they aren’t happy with the yields they are seeing in their traditional IRAs. Even if they put a large amount of their money in stocks with higher risk, with the low interest rates, the yield is often unsatisfactory. Enter real estate investing with a…
Considering a 401(k) What is Next?
Now that we’ve shared the merits of an Individual 401(k), how do you proceed? These popular and unique plans give the self-employed and small business owners plenty of options for retirement planning and investing. To carry on with next steps, make sure you’re eligible for an Individual 401(k). You’ll be surprised to…
Go Solo with Your 401(k)
What is an Individual 401(k)? If you are self-employed or own a small business you could be missing out on retirement savings options. An Individual 401(k), also known as a Solo 401(k) plan, is a retirement savings plan that all investors should consider. Usually, brokers and financial planners advise self-employed and small…
The Benefits of Owning Real Estate in Your IRA
Real estate can be a fantastic investment and when you combine that with the power of either tax-deferred or tax-free growth in a self-directed IRA, there are even more benefits. I often hear clients ask the question “why is real estate such a popular investment for self-directed accounts?” Here are some of the…
Five Things to Consider for Your First IRA Investment Property
Experienced real estate investors often purchase properties using their IRA assets. They have a familiarity in these transactions and take advantage of the tax benefits from using their IRA. However, if you are considering your first investment property, there are several factors in determining if it is a good decision. Specifically, if you are purchasing a…
Why Rental Properties are a Great Investment for Retirement
I invest in rental properties for my retirement because they offer continuous cash flow and I have control over my investment. I used to invest most of my money in the stock market, but the amount of money I had to save to retire early with stocks was discouraging. When I plugged in…
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