Solo 401(k)
CARES Act and the Solo 401(k) Loan
The CARES Act and the Solo 401(k) Loan provision is a great way for the self-employed to borrow funds in light of the COVID-19 financial crisis.
May 4, 2020
No Comments
Self-Directed IRA
Hardship IRA Distribution Rules Due to CARES Act
If you have been affected in some way by the COVID-19 pandemic, you may take a hardship IRA distribution, a penalty-free way to use $100,000 in IRA funds.
April 27, 2020
1 Comment
Self-Directed IRA
Brokerage Account in Your Self-Directed IRA
Opening a brokerage account with your Self-Directed IRA allows you to invest in stocks and mutual funds in a tax-advantaged way.
April 20, 2020
No Comments
Self-Directed IRA
IRA Financial Trust & You
IRA Financial Trust can help you with checkbook control and your own strengths, choosing traditional or alternative investments.
April 13, 2020
No Comments
Self-Directed IRA
IRA Rules Changing – CARES Act
The CARES Act, short for the Coronavirus Aid, Relief, and Economic Security Act, provides over $2 trillion in relief for businesses and individuals, to battle
April 7, 2020
No Comments
Self-Directed IRA
CARES Act – What Does it Mean for You?
Thanks to the CARES Act, most Americans will see some relief during this crisis. This includes easier access to use retirement funds as a last resort.
April 1, 2020
2 Comments
Self-Directed IRA
Investing Without Leaving the House
Investing Without Leaving the House With everything going on in the world today, it’s more important than ever to get your finances in check. If
March 16, 2020
No Comments
Self-Directed IRA
Types of Self-Directed IRAs
Self-directed IRA types are custodian-controlled & checkbook control. Both structures have advantages. An IRA specialist can help you pick the right one.
March 8, 2020
No Comments
401(k)
Why Participate in Your Company 401(k)
It’s important to participate in your company 401(k), as it has a higher contribution than the IRA and in most cases, your company will match your savings.
March 2, 2020
No Comments
Self-Directed IRA
Why Getting a Raise Can Hurt Your Retirement
Getting a raise can hurt your retirement, according to new research. But there is a way to avoid that, which is to save part of your raise for retirement.
February 18, 2020
No Comments
