Category Archives: IRA Education

Alternative Investments: 5 Things You Need to Know

May 18, 2020

Alternative investments are increasing in popularity as both individuals and institutions search for ways to change their volatility exposure and potentially generate surplus returns beyond traditional investments. From cattle to fishing rights, oil and gas investments to equipment leases, alternative investments can be a compelling choice for the right investor. Alternative investors often prefer “hard” […]

The Ultimate Guide: Investing in Precious Metals

April 22, 2020

The term “precious metals IRA” simply refers to a self-directed IRA account that invests in precious metals. A wide variety of investors hold physical metals in their retirement accounts. In fact, one of the advantages of the self-directed IRA account is that investors have the ability to hold traditional assets like stock and bond investments […]

4 Things You Need to Know Before Tax Day 2020

March 16, 2020

We’re approaching Tax Day 2020 very quickly. While most have already completed their tax return, others will do so within the next month. It’s important to understand how Tax Day could impact your retirement savings. Here are a few items you may want to add to your tax prep checklist. 1. Max out 401(k) and […]

Do You Know the Differences Between Transfers, Rollovers and Contributions?

February 25, 2020

When saving for retirement, it’s important to fully understand the type of account you hold and the options you have in order to properly move funds into your account. Do you want to move your retirement savings into a self-directed IRA? If you are unsure about the process, this article provides a brief description of […]

Year-End Reminders for Real Estate Investments

December 10, 2019

Before heading into the new year, it’s important to conduct a review of your finances and investments. Many real estate investors have year-end expenses to check off their list. Do you have expenses that are due by December 31st? Here are several year-end reminders to consider. Common Real Estate IRA Expenses HomeOwners Association (HOA) Business […]