What is a Self-Directed IRA? + Upcoming Class

What is a Self-Directed IRA? + Upcoming Class

What is a Self-Directed IRA? + Upcoming Class Have you been held to the belief that your IRA can only invest in stocks, bonds and mutual funds? “Self-directed IRA” is not a legally defined term, it is simply a description of an account that allows the...
Is A Checkbook IRA Legal?

Is A Checkbook IRA Legal?

Is a Checkbook IRA Legal? The ability to invest retirement funds in a newly established limited liability company (“LLC”) owned by an IRA and managed by the IRA holder was deemed legal by the Tax Court and IRS in the Tax Court case Swanson V. Commissioner...
What To Know About Comprehensive Law Reform

What To Know About Comprehensive Law Reform

Lawmakers Advance Comprehensive Retirement Reform: What to Know The House Ways and Means Committee voted on Tuesday to advance several pieces of legislation aimed at encouraging retirement savings among Americans and strengthening their long-term financial security....