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The Investing Power Combo – Pairing a Company 401(k) With a Self-Directed IRA
Balancing a 401(k) and a Self Directed IRA The basic tenet of successful investing has never changed: thoughtful diversification. It’s impossible to accurately predict which assets or investments will be profitable. However, with thoughtful diversification you don’t need a crystal ball. Financial history has shown that investment spread out over a wide variety of assets will usually deliver a decent return. If you or your advisor can […]
Read MoreHow To Minimize Tax Payments for RMDs
As your Self Directed IRA saves for retirement, you are probably receiving regular statements as to the size of your nest egg. Those statements can provide a nice number, but they may not be accurate. If you have a Traditional retirement account (as opposed to a Roth), then you might be looking at a large tax bill when you start taking Required Minimum Distributions. Why should that be the […]
Read More8 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 MoreHow to Evaluate a REIT
REITs are a popular investment for Self Directed IRAs. They are usually not accessible from standard brokerage platforms, yet they provide a more structured venue for real estate investing. For investors who want to get into real estate but don’t necessarily want to personally manage a property, a REIT can be the perfect option. For an introduction to investing in REITs with a Self Directed IRA, please […]
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 MoreInvesting In a Private Placement With a Self Directed IRA
One of the distinct advantages of a Self Directed IRA is its ability to invest in non-market offerings. Wall Street is limited to companies of a certain size and revenue, and does not allow for smaller (yet equally profitable) ventures. One of the most popular alternative investments is the private placement. Here we will discuss how a private placement works, which private placements are the most popular, and […]
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 […]
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