Health Savings Account
Self-Directed HSA – How it Works
A Health Savings Account (HSA) allows you to save for medical expenses in a tax-advantaged way. However, you can only utilize the plan if you
July 27, 2020
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Health Savings Account
Why Establish a Health Savings Account
Establish a Health Savings Account today to maximize the tax advantages of the plan to help cover the cost of medical expenses.
July 27, 2020
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Self-Directed IRA
Annual Filing Requirements for the Self-Directed IRA
The annual filing requirements of a Self-Directed IRA are generally for informational purposes, unless you take a distribution or are subject to UBTI/UDFI.
July 20, 2020
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Self-Directed IRA
Self-Directed IRA Investments You Can Make
IRS-approved investments for your Self-Directed IRA include real estate (the most popular asset), cryptocurrencies, precious metals and tax liens/deeds.
July 8, 2020
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Self-Directed IRA
Self-Directed IRA Custodian – What You Need to Know
Learn the difference between a self-directed IRA custodian from a traditional bank when making alternative asset investments with your IRA.
June 30, 2020
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Financial Success
CARES ACT IRA Withdrawal Rules
CARES ACT IRA Withdrawal Rules – There are several factors to consider before withdrawing funds from your retirement plan if you need money now.
June 17, 2020
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Financial Success
Tapping Retirement Funds During a Crisis
Tapping your retirement funds during a financial crisis is very tempting, however, you should only use this as a last resort to keep your future on track.
June 10, 2020
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Self-Directed IRA
Is the Real Estate Market Prime for Investors?
The real estate market is ever changing, now more than ever. However, using retirement funds to invest in the space remains as popular as ever.
June 1, 2020
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Financial Success
Economic Insecurity During COVID-19
The CARES Act has begun combating economic insecurity, helping citizens of local, state, and federal localities, as well as corporations.
May 26, 2020
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Self-Directed IRA
Is The Stock Market Overvalued?
With the stock market overvalued, now might be the perfect time to take action by investing in alternative assets, like real estate and more.
May 18, 2020
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