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Category: In The News
The financial world is constantly changing. Keep up to date on the current headlines that may affect your financial planning and goals.
8 Birthdays that Matter for Retirement
Birthdays can be exciting, especially when you are young. Of course, there is your 1st birthday, 10th birthday (double digits – woohoo!), 13th birthday (let the teenage angst begin), 16th birthday (new driver in town), 18th birthday (let your opinion be heard – vote!), and 21st birthday (margaritas on the beach anyone?). As you get older, birthdays […]
Read MoreFinding a New Job in Retirement – Part 2
Identifying Your Next Job In Part 1, we discussed how companies are addressing ageism and are becoming more aware of the value of an age diverse workforce. With that in mind, why exactly would an individual want to take advantage of this trend? If retirement is officially the “golden years”, why offset that by going back to […]
Read MoreFinding a New Job in Retirement – Part 1
How the Workplace is Changing Retirement has always been considered the big vacation. Workers have put in their time, saved a little for later years, and are now ready to sit back and relax. However, a number of factors are presently emerging that turn that idea on its head. Let’s take a look at why Americans may be staying in the work place […]
Read MoreChild Tax Credit and Retirement Investing
Can I Use the Child Tax Credit For a Self Directed IRA? Many Americans received a pleasant surprise last month with a deposit from the new Child Tax Credit. For some it’s a welcome relief to get some bills out of the way. For others, it can be an opportunity to add to a retirement account. If you’re a participant in a […]
Read More7 Fun and Interesting Retirement Facts
As you invest with a Self Directed IRA, you might be wondering about the rest of America. Are your fellow citizens also engaging in retirement planning, and if so, what are they thinking? Will their retirement plans cover the costs? Do they want pets in the golden years? And why exactly is Florida so popular? These facts may not affect your Self Directed IRA strategy, but they’re definitely good for […]
Read More5 Tips to Get the Most Out of Financial Awareness Day
Every year on August 14th, we celebrate National Financial Awareness Day. This holiday serves as a reminder to brush up on your finances and work towards achieving financial stability. The financial world is constantly changing, so it’s important to make sure you are aware of any news and change any habits that may affect your […]
Read More2020 Census Data and Real Estate Investing
What is the most important thing to look for in an investment property? Thousands of classes, experts, and even cartoons have hypnotized us with the mantra: location, location, location. However, that just begs the question. What exactly is it about a specific location that will be indicative of investment success? This is an important question for Self Directed IRA investors. Most private retirement investors can only get into a few […]
Read MoreWhat Investors Need To Know About Investing In Hedge Funds
About Professor Kevin R. Mirabile, C.P.A, D.P.S.: Following last week, we are happy to share the second part of our interview with Dr. Kevin R. Mirabile, C.P.A., D.P.S. Dr. Mirabile received his B.S. in Accounting from S.U.N.Y Albany in 1983, M.S. in Banking and Finance from Boston University in 2008, and a doctorate in Finance […]
Read MoreAn Introduction to SPACs
One of the newest assets to hit the investment markets is known as a SPAC, or Special Purpose Acquisition Company. SPACs are generating excitement both amongst regular investors, as well as those using Self Directed IRAs. Let’s take a dive into the world of SPACs and get educated about this unique asset. SPACs – The Basics A SPAC […]
Read MorePeter Thiel’s Roth IRA Is Erroneously Reported
In a recent report from ProPublica, the Roth IRA activity of Peter Thiel was portrayed as a massive gaming of the system. In short, the government gives various tax incentives to help Americans save for retirement, and Peter Thiel was able to take advantage of that to cheat the country out of well-deserved taxes. The facts themselves are certainly true: Peter Thiel is using […]
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