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

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

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 […]

The Difference Between Secured and Unsecured Private Lending

Private lending is truly a historical investment method, perhaps dating back to the first millennium AD. But today’s investing world considers it an alternative investment method. Many investors, however, consider private loans to be a great way to diversify beyond the traditional stock and bond markets. Plus, lending investments can result in regular cash flow […]

Early IRA Withdrawals via 72(t) Payments

Occasionally, clients ask if they should use 72(t) payments out of their IRAs. Generally, some hardship requires a client to take this course of action, as he or she does not otherwise qualify for an early withdrawal exception. Of course, Kingdom Trust cannot recommend any such decision with one’s retirement account. But this provides us […]

Defining a Fiduciary

We’ve posted in detail the activities in Washington regarding the DOL Fiduciary Rule and whether it is truly dead. And now, states like Massachusetts, New Jersey, and Nevada are pursuing their own state-specific fiduciary rules. But those not deeply ingrained in the investing world may not fully comprehend the scope of that activity because of […]

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