"Evaluate your options, understand your choices, and be flexible.”– Bill Broich One of the most significant pieces of financial legislation enacted in the last 50 years was The Employee Retirement Income Security Act of 1974, better known as "ERISA." ERISA was a direct response to the realization that most Americans did not have enough saved [...]
Learn the benefits and the downside of directing your own IRA Even many of the more sophisticated, adventurous investors among us know little to nothing about Self-Directed IRAs (SDIRAs). These alternatives to traditional IRAs offer knowledgeable investors the opportunity to customize an exclusive IRA account with a diverse array of products not commonly available in [...]
As with all things, no one will know that you are unhappy unless you say something. While this may sound like an impossibly daunting task, tactfully voicing your complaints and concerns might just make you realize that you are not the only one who has them.
Options, options, options … Here are many misconceptions about what must be done with a 401(k) when someone leaves a company. Some people think they have to cash out their 401(k) upon leaving a job. Others think they must "roll it over" into a new 401(k). Still, others believe that they must leave the 401(k) [...]
Using a self-directed IRA to purchase real estate is a little known trick which is vastly unused by the ordinary investor, if only because few ordinary investors would consider themselves qualified enough to make investment decisions on behalf of their own Individual Retirement Accounts. Most IRAs allow account holders to choose from a bevy of sub-accounts. This selection does not include real estate.