Retirement Investing

  • Solo 401K Plans
    Solo 401K plans are a viable option to consider when deciding what type of retirement plan to choose. Solo 401K plans are a spin-off of the popular 401K plan common to many large corporations. Solo 40....
  • Retirement Plan Services
    Retirement plan services can be complicated or simple depending on who is performing the service and what they are doing. Retirement plan services may mean a whole load of things. An employer providin....
  • 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 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 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....