Industry News & Articles
The Difference Between a Transfer and a Rollover
There are many ways to fund your IRA, whether it is done as a transfer, rollover, or contribution. Often the words “transfer” and “rollover” are used interchangeably; however, there are differences between the two terms. In this article, we will explore the key...
Real Estate Investing with Retirement Funds: The Good, the Bad, and the UDFI
Today’s savvy investors are looking to tap into their retirement funds to invest into the lucrative real estate market. Whether they want the steady income and appreciation of a rental property, or a quick fix and flip, it’s easy to see why real estate is such an...
Direct Your Retirement
As an owner of a Self-Directed Individual Retirement Account (SDIRA), the necessity of investing is crucial in order to reach your ideal account potential. Whether your investments are in promissory notes, real…
What to consider with Self-Directed Retirement
Is your goal to enhance and improve the overall performance of your retirement? Do you often wonder how you can access additional capital for investments? A self-directed retirement account may provide you with added benefits to take your financial goals to the next...
The Key Differences Between Wills and Trusts
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option…
Real Estate and Self-Directed Individual Retirement Accounts
Did you know you could benefit from your real estate investments while growing your retirement account in a tax-deferred status? It sounds almost too good to be true but since 1974, when the Employee…
6 Factors That Could Delay Your Direct Rollover to a Self-Directed IRA
Qualified retirement plans that were sponsored by a previous employer can be rolled to a Self-Directed IRA in a few easy steps. However,…
Gold as an Alternative Asset
During 2017 and 2018, markets worldwide have become more volatile. In such an environment, diversification plays an important role and continues to be a foundational component of Modern Portfolio Theory. One asset class that aids in diversification is using gold as an...