Blogs
IRA vs. 401(k)? Which Plan Wins When it Comes to Estate Planning for HNIs
image source: www.freepik.com With most employers now offering attractive 401(k) plans with multiple investment options and a matching contribution, retirement planning funds have become easily...
Is Bitcoin a Good Option to Consider While Investing for Retirement?
Are you tempted to invest your retirement savings in digital currency? Do you think Bitcoin could be your primary source of retirement income? Bitcoin and other digital currencies seem to have become all the rage as an investment option these days. In addition to...
When Can You Move an Existing Retirement Account to a Self Directed IRA?
Self directed IRAs offer many benefits, such as access to a wider range of investing options and greater control over asset allocation. By moving your existing account to one of these plans, you can maximize the growth of your retirement funds by selecting investments...
Private Lending Using Self-Directed IRA or a Self-Directed 401(k)
Your retirement account can be a small lending institution. Private lending through your IRA or any other qualified retirement plan typically involves creation of a new promissory note, the purchase of an existing promissory note, either performing or non-performing,...
Top 7 Retirement Planning Tips for Couples
As a couple, a smart retirement planning strategy can help you enjoy a comfortable and happy life when you’re older. However, you need to sit down and figure out the basics about each other’s financial or retirement goals, annual income and savings. Knowing where you...
7 important Year End Tax Planning Strategies
Year end is a good time for tax and retirement planning since the last day of the calendar year is also the contribution/distribution deadline for many retirement accounts. You may get extra time with other plans, but planning now could help you avoid higher taxes...
How Small Business Owners Can Benefit From SEP IRA
Do you as a small business owner find the process of choosing a retirement plan expensive and confusing? A Simplified Employee Pension IRA or SEP IRA might be the perfect option for you. A wide-array of small businesses, ranging from partnerships, LLCs,...
Catch-Up Contributions: A Guide to Boost Your Retirement Savings
Most of us are guilty of not contributing regularly to our retirement fund. So as we grow older, retirement feels like a fast approaching deadline. Are my investments on track? Have I saved enough for retirement? Questions like this loom large especially if you are 50...
Self Directed Roth IRA Investment Options
Self-directed Roth IRAs expand your investment options massively. However, to ensure that you gain maximum tax benefits and investment returns, you need to know about the types of investments you can and cannot make using your self-directed Roth IRA LLC. Self-directed...
4 Retirement Planning Tips for Young Singles
While you are young and single, enjoying your freedom from family obligations and spending on trips, movies, and parties, don’t forget to save for your own future self. Of course, you have a life to live and concert tickets to buy but then again life is too short and...
How Can Self-Directed IRA Investing Help You Raise Capital for a Business?
Have you ever wanted to use your retirement portfolio for investments that really matter to you? For instance, you may be interested in an upcoming business or have one of your own that you want to invest in. However, all of your savings are sitting in your IRA! With...
The Why and How of Investing in Startups with a Gold IRA
An IRA allows you to save for retirement and invest your money in real estate, stocks and bonds, mutual funds, and more. You can also use your IRA assets to invest in startup equity, through startup funding platforms or “accelerators” that bring investors together and...