Blog

While a SEP IRA does offer high annual contribution limitations, there is another retirement plan that offers better retirement options…

Most of you who subscribe to our newsletter understand that life insurance is prohibited to retirement accounts as an investment. Its hard to forget, given that there are only two investment classes prohibited to IRAs and 401(k)s – life insurance and collectibles.

As we wish all of you a very happy Thanksgiving and hoping that you surrounded yourself with family or loved ones, we also want to note a phenomenon that happened this holiday season.

A few days ago, the IRS issued updated contribution limits to retirement accounts for 2019… With these new limits, Solo 401(k)s remain the best option for those wanting to aggressively save for retirement and reduce taxes.

We see the most successful investors build an All-Star team and use them to achieve investment success. Even the greats need the support of the team.

There are a lot of great things about the Solo 401(k), but one of most convenient is the fact that you can take a loan from it.

We do not give and cannot give financial advice, but we can pass along investment strategies and tips that our successful clients use on a daily basis.

Recently, we’ve had a few questions about Unrelated Debt Financed Income (UDFI) and how it might apply to investments in the Check Book IRA structure.

Guiding, growing and guarding your retirement without the right tools is hard as well… Stessa is a free software program that helps track your real estate investments.

The Federal Housing Finance Agency made a little-known change in their policies which will help individual investors and moneylenders in ways that is invisible to the naked eye.

The IRS has a birthday present for you; if you forget your age……A 50% penalty for not taking a Required Minimum Distribution once you reach age 70 1/2.

We talk to people every day that are looking at different ways to accelerate the investments in areas other than what their custodian or investment company offers. Self-directing is the answer to this.

What happens to your Check Book IRA if life knocks on your door and you end up moving to another state?

Kim’s “why” is to learn things people think only experts can learn, make it her own in some systematic way and then teach it back to others who need that information to improve their business or life.

WE came across some information that should be helpful in getting your offer accepted when you find the ideal property.

Clients are often confused about the role of the Custodian after their Check Book IRA is completed.

Retirement Guardians is honored to Have an Affiliation with Russell Wilkie

One of the many advantages of having Checkbook Control of your retirement account is the ability to buy, sell, trade or hold real estate notes.

“Having to be financially literate is something that I learned from a young age.”

Many of you use financial advisors and are extremely happy with them, but if you are shopping around, here are some things to consider.

If you haven’t yet taken the step into self-directing your own retirement funds, take a second and hard look at the Solo 401(k). Its worth it.

There is one area that is often overlooked by clients: the IRA beneficiary.