Blog
Know the Rules to Comfortable Retirement
It’s no secret that most Americans don’t have faith in the social security system to take them thorough their golden years. Ideally one begins saving for retirement with the first paycheck from their first job, but we also understand how unrealistic for that to...
Planning For Retirement
Retirement requires a good deal of attention to be a successful venture; especially when it’s right around the corner. In a recent report from interest.com, retirees will need about 70 percent of their working income in order for their retirement to be comfortable,...
Baby Boomers Letting Go of Their Businesses
With the economy back on the rise, and confident buyers presenting themselves, it’s not hard to understand why there has been a surge in baby boomers are selling their businesses in preparation for retirement. In the first quarter of 2013, we have seen a jump of 56...
Over 50: Decrease Joint Pain, Improve Heart Health
As we age, our body lets us know. Aches, pains, and feelings of lethargy are common ailments of the over 50 crowd. However, it is never too late to modify your behavior to improve your health and well-being. If you are starting out anew on an exercise program, it is...
Precious Metals: Diversify Your Retirement
An Individual Retirement Account, commonly called an IRA, is a way for people to save for retirement while often receiving specific tax advantages. IRAs are offered by many financial institutions and come in a variety of types, including Traditional IRA, Roth IRA, SEP...
Looking For Work After 50
It is unlikely that many of us plan for a job hunt after age 50. By that time, we think, we’ll be situated in a dream job and moving towards retirement. However, as corporate America down-sizes and economic pressures force workers to make tough choices, many Americans...
The Right Age For Retirement
As Americans draw nearer and nearer to retirement, most of find themselves pondering the appropriate age to step away from our daily grind. For the past couple decades, the standard age of retirement was 65, but more and more Americans are planning on staying in the...
Retirement: Income For Life
The biggest issue faced by retirees is running out of money. Even if you’ve saved wisely over the years, you just do not know how long you will live and if your money will last. However, depending upon your financial situation, there are predictable sources of income....
Do The Math & Time Your Retirement
Saving and investing money is the foundation of retirement planning. However, while saving is critical, it is only part of the picture. To have a successful retirement, it is also important to understand your projected retirement lifestyle as well as to calculate your...
Retirement: More Than Martinis And Golf Courses
You are ready to retire, but maybe the traditional lifestyle of casual lunches, golf courses, and games of bridge aren't how you want to spend your golden years. As baby boomers move into retirement, there is a growing variety of retirement communities available to...
Booming Business: Senior Fitness
There are over 70 million baby boomers in the United States. This large group is less healthy than their parents’ generation, but with a longer life expectancy. They are faced with a litany of health issues, including heart disease, high blood pressure, hypertension,...
Obama Care has a code for injury by Turtle
One of the many reasons we love the Check Book IRA is it cuts out bureaucracy. Listen to some of the new medical codes your doctor will have to deal with courtesy of Obama Care. Hilarious but sad.
Mark Your Calendars: Retirement Dates To Remember
No matter what stage you are in, it is important to be aware of certain dates in your own life cycle in order to reap the benefits of your retirement planning.
Your Investment Choices Are Daily
Each year, dozens of books, websites, videos, and magazine articles are devoted to investing. But what is investing? Most of us think of investing as putting money into financial products that provide growth and income. However, investing encompasses much more than...
Should You Handle Your Own Investing?
Each year, more retirees decide to forego using a financial adviser or large investment firm and attempt to manage their retirement savings themselves. This trend reflects a distrust of financial agents and an increased sense that to do something ‘right’ requires one...
Baby Boomers : Longer Life Expectancy, Less Healthy
A recent study, published in February 2013 in JAMA Internal Medicine, tells a striking story. Despite the common belief that baby boomers are a health-aware generation, their health is actually worse than their parents at the same age. These results are despite the...
Realtors using the self directed IRA LLC
Realtors - Our Check Book IRA is giving many of them an ADVANTAGE! They are educating their clients on how to use their Retirement to INSTANTLY invest in their listings. (Simply click on this link & print this brochure and give to your clients.)
Protect your IRA from this Real Estate Scam
For you IRA-LLC Managers buying property, this is worth the read. It’s from a very good web blog called Mortgage Fraud Blog. (http://mortgagefraudblog.com) Woman Sentenced To 34 Years for Selling Houses That She Didn’t Own Shela Amos of Indianapolis, Indiana was...
Hiring Subcontractors with Your Check Book IRA
If there’s one thing I learned while remodeling and flipping 50 houses in the South Bend Indiana, it’s that subcontractors can make you or break you
Check Book IRA University
7 Lessons to a Check Book IRA "Knowledge is Power." Lesson One: The Summary Learn about the IRA LLC and how you can get checkbook control of your IRA. Lesson Two: The Players Learn about Self Directed Custodians and all the different players that make the IRA LLC...
Daily Practices to Boost Your Brainpower
In the grand scheme of health and wellness awareness, the brain is often overlooked. Thankfully, with regular practice of a few key techniques, you can keep your brain strong, and help to prevent long-term mental illnesses like dementia and Alzheimer’s. Like any other...
Check Book IRA Client Buys and Leases Out Oil Tanker in North Dakota
Check Book IRA Client Buys and Leases Out Oil Tanker in North Dakota We received a call from one of our clients that had a tax related question and while on the phone I asked him what he was doing with his IRA LLC. “Oh, I’m in the oil business”, he said. I quizzed...
IRA Prohibited Transaction Chart
Occasionally we get clients that have a difficult time understanding what a Prohibited Transaction entails. Basically it is either investing in something prohibited or dealing with a prohibited party.
Self-Directed IRAs Offer More Risk, Reward
Self-Directed IRAs Offer More Risk, Reward By Jordan Sheppherd Investors who contribute to an Individual Retirement Account (IRA) typically invest their funds in a combination of stocks and bonds, often using index funds for ease of maintenance. However, a smaller...