Retirement Investing

  • Retirement Plan Advisors
    Retirement plan advisors come in all sorts of different sizes. They may range in size from a large company like Fidelity to a small local independent advisor. Though one may want to gravitate towards ....
  • Self Directed IRAs
    A self-directed IRA is simply one in which you are allowed to control the direction and timing of your investments without having to convince a committee to do so. You still must follow the rules set....
  • Commercial Real Estate Loans
    The loan industry is a massive industry where billions of dollars change hands every year. A large portion of those loans go towards real estate, both commercial and residential. The business of len....
  • 403B Retirement Plan
    It's possible to put 403b retirement plan funds into real estate, business loans and privately held mortgages, and other profitable options. Turning your retirement account into a more self-directed ....
  • Business IRA
    A surprising number of investors are unaware of the extent to which their IRAs can act to invest in businesses without their direct oversight. As long as the IRA owner signs the appropriate documents....
  • Retirement Investment Planning
    Retirement investment planning is a great way to re-assess your retirement portfolio. There are many more options now than the traditional stocks and mutual funds. We have choices, these days, for m....
  • 401K Rollovers
    401K rollovers occur when an individual leaves a company for any given reason and transfers their assets from the company's retirement plan into an individual retirement plan. 401K rollovers are an im....
  • Retirement Plan Information
    Retirement plan information is available from a variety of different sources, and plans are available in a variety of different options. It can be highly beneficial to sit down with an advisor and bri....
  • Self Directed Roth IRAs
    The major difference between the Roth IRA and a traditional IRA is when taxes are levied. Contributions to a traditional IRA are deductible in the year of the contributions but contributions to a Rot....
  • Warehouse Investing
    Warehouses represent commercial real estate investment options that can require fewer maintenance and repair calls. Depending on how the deal is structured and how the space is occupied, warehouses c....