Financial Success
Saving for Retirement No Matter Your Age
Saving for retirement is a lifelong journey, one that requires unique strategies at each stage of life. Learn how to save no matter your age.
November 26, 2024
Financial Success
Discount Valuations for Family Limited Partnerships (FLPs)
Discount valuations in Family Limited Partnerships offer significant tax advantages by reducing the taxable value of transferred interests.
November 12, 2024
Financial Success
Why Lower Interest Rates will be a Boon for Self-Directed IRA Investors
Lower interest rates can significantly benefit investors who focus on non-traditional investments (such as real estate, private equity, or precious metals) for several key reasons.
September 30, 2024
Financial Success
The Complete Guide to the Self-Directed Coverdell ESA
By investing with a Self-Directed Coverdell ESA, you can help offset the rising cost of education while investing in alternative assets, such as real estate.
September 26, 2024
Financial Success
The Self-Directed HSA Explained
The Self-Directed HSA (Health Savings Account) allows you to save for medical expenses while investing in alternative assets, like real estate.
September 19, 2024
Financial Success
The Self-Directed Defined Benefit Plan
The Self-Directed Defined Benefit Plan is not a common approach since alternative investments are generally too risky for the employer. However, once the plan is fully funded, it can be rolled into a Self-Directed IRA for more investment opportunities.
September 9, 2024
Financial Success
Retirement Portfolio Diversification: A Comprehensive Guide
This guide will explore the key concepts of retirement portfolio diversification, the benefits, potential strategies, and the considerations to keep in mind as you build a diversified retirement portfolio.
August 20, 2024
Financial Success
Power of Compound Interest in the Retirement World
In the following, we discuss compound interest and why it’s such a powerful tool for saving. It’s even stronger in a retirement account because there
June 12, 2024
Financial Success
Why Self-Directed IRA Fees Really Matter
Self-Directed IRA custodian fees matter and could cost you tens of thousands of dollars for your retirement by making the wrong custodian choice for your
June 3, 2024
Financial Success
Navigating the 2023 IRA Contribution Deadline Rules
With over 65 million IRAs and approximately $13 trillion of IRA funds, most American’s savings are in IRAs. The reason that saving through an IRA
April 9, 2024
