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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.

With the Fed raising rates and good people still rebuilding their credit from the Pandemic, Private Lending is becoming a popular investment for the savvy investor.

In a fluctuating real estate market, short term rentals have become very popular.

Lately, there seems to be a confusion between Self- Directed IRA Companies and those who offer Checkbook Control. This holds true for Self-Directed 401(k)’s too, but today we will deal with Checkbook IRAs.

There are many instances where an IRA/LLC owner would like to invest the cash from their IRA/LLC checking account into stocks or other publicly-traded investments.