Self-Directed IRA

Self-Directed IRA benefits

There are many benefits of the Self-Directed IRA, mainly, the ability to make any investment you want with retirement funds.

What is a Solo 401(k) Loan?

Solo 401(k) Loan

Solo 401(k) Loan – Learn about the rules surrounding the Solo 401(k) plan loan and how you can borrow up to $50,000, without tax or penalty.

What is the Mega Roth Strategy?

Mega Roth Strategy

The advantage of using the mega Roth strategy is to maximize your retirement savings. Report Roth 401(k) plan conversions with IRS Form 1099-R.

CARES Act and the Solo 401(k) Loan

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.

IRA Financial Trust & You

financial trust

IRA Financial Trust can help you with checkbook control and your own strengths, choosing traditional or alternative investments.