Category: Self Directed IRAs

How will the newly passed SECURE Act impact your Self-Directed IRA?

If you are interested in Self-Directed IRAs, or if you already have one, you may have been following the news about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). The Act was signed into law in December of 2019, and most provisions in the law went into effect on January…


Taking control of your retirement account: switching a 401(k) to a Self-Directed IRA

Have you recently left one employer to start a new job with another? Have you retired recently? If so, did you leave a former 401(k) behind? In these types of  situations, it’s not uncommon for 401(k)s to stay behind with the previous employer’s custodian.  Employer-sponsored 401(k) plans typically include traditional  investment options: stocks, bonds, mutual…


What you need to know about updates to IRS Publication 590

  IRS Publication 590 for individual retirement arrangements (IRAs) refers to an Internal Revenue Service (IRS) document that outlines and elaborates on rules for IRAs. The IRS publishes Form 590 to provide information about setting up IRAs, how to contribute to them, how much may be contributed, how to treat distributions, and how to take…


What to Know About Self-Directed IRAs

Self-directed IRAs are rapidly becoming investors go-to investment to save for retirement. Self-directed IRAs are no different than a normal IRA besides the fact you can invest in alternative assessments outside of the traditional options like stocks, bonds, mutual funds, and CDs. Many people don’t realize the wide array of options for investments that self-directed…


Learn How To Choose a Self Directed IRA Custodian

What is a Self Directed IRA Custodian? Investing in alternative investments inside a retirement account (IRA, Roth IRA, SEP IRA, SIMPLE IRA or 401k) is a new experience for most people. Anyone who has ever bought a traditional investment (a stock, bond, or mutual fund) has most likely already used a custodian for these investments….


Asset Allocation for Self-Directed IRAs

Having sound investment strategy behind the management of a retirement portfolio is as important as understanding the markets in which investments are made. One method of investment strategy is in asset allocation. Asset allocation is an investment strategy that aims to balance risk and reward through the division and distribution of assets in a portfolio…