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Before pursuing a self-directed IRA or checkbook IRA, it’s advisable to consult with a financial advisor or tax professional.

Changing your SEP IRA to a Solo 401(k) can be a beneficial financial move for some individuals, but it’s not the right choice for everyone. The decision should be based on your specific financial goals, circumstances, and needs.

The decision to convert a Traditional IRA to a Roth IRA is a complex one and depends on your individual financial situation and goals.

Real estate notes, also known as mortgage notes or promissory notes, are legal documents that represent a borrower’s promise to repay a debt.

A growing number of individuals are recognizing the merits of self-directed retirement investments.

AI-powered trading systems can process information at lightning speed, enabling them to react swiftly to market changes.

Here are some steps to consider when vetting a private loan investment.

Vetting a real estate investment requires a comprehensive evaluation of various factors, including property fundamentals, market conditions, financial analysis, and legal considerations.

Vetting an investment involves conducting a thorough evaluation and analysis to assess its potential risks and rewards.

Roth IRA owners don’t have mandated withdrawal requirements during their lifetimes. But that’s not the case for those who inherit a Roth IRA.

If you have a Solo 401(k), remember that you must file a Form 5500-EZ by July 31, 2023 if your Solo 401(k)’s total value exceeded $250,000 as of December 31, 2022.

Retirement savers who withdrew money from their accounts in the early days of the Covid-19 pandemic may have just days or weeks left to repay those funds and reap the tax benefits.

While traditionally, IRA beneficiaries have been designated as individuals, nothing in the tax code says your IRA beneficiaries have to be individuals.

The best way to invest retirement funds in alternative assets is to do your research and choose investments that are appropriate for your risk tolerance and investment goals.

If you’ve recently purchased a rental property with your Check Book IRA, LLC, then you probably have an important question on your mind: Should I self-manage my IRA property, or hire a property manager?

Raising the debt ceiling can have various effects on investments, depending on the specific circumstances and market conditions.

Here are some tips that we learned from the people who have had success over the last year.

Here is a breakdown of some of the changes that could affect your planning for contributions and also your future RMDs.

Many of our clients have reported back that when they got checkbook control of their retirement accounts, they got much more than an increased number of investment choices.

To get started in crypto, you must open the exchange/crypto account in the name of the LLC. You cannot use a previously set up crypto account for the LLC.

Here are some tips to secure your assets or expose those trying to get their hands on them.

By the rules, yes, but there is a caveat. You must find an institution that deals on the exchange that you want to trade in.

The simple solution is to always have a custodian of your accounts that charges a flat rate and can be easily calculated.

This is the time of year when we look for tax deductions and plan for next year. Planning our IRA and Solo 401(k) is part of the process.