Self-Directed IRA Custodians
As the President of a Self-Directed IRA custodian, it surprises me how often I am asked by clients, friends, and colleagues what is a Self-Directed IRA custodian and how it differs from a traditional bank or financial institution. Pursuant to Internal Revenue Code (IRC) Section 408, an IRA can only be established and administered by a bank, […]
What is a Self-Directed Coverdell ESA?
A Self-Directed Coverdell ESA allows you to use Coverdell funds to make alternative and traditional investments without custodian consent. Learn more.
IRA Asset & Creditor Protection by State, Including Lawsuits
Asset and creditor protection for a self-directed IRA LLC is one means of guarding your wealth. Find out about IRA protection from creditors by state.
IRA Financial Group Self-Directed Solo 401(k) Plan with Wells Fargo
IRA Financial Group and Wells Fargo have worked together to allow IRA Financial Group Solo 401(k) clients to establish a Checkbook Control Solo 401(k) Plan account with Wells Fargo with no custodian fees. IRA Financial Group clients will be able to use IRA Financial Group’s IRS-approved Self-Directed Solo 401(k) Plan and open the plan account […]
How Do Self-Directed IRAs Work?
Learn how the Self-Directed IRA works and how you can benefit by investing in alternative assets alongside traditional assets, like stocks.
Pros and Cons of a Self-Directed IRA
Learn more about the Self-Directed IRA and what investments it can be used to make, with our latest post specifically for those new to it.
Self-Directed IRA Mistakes
Are you making a mistake with your Self-Directed IRA? You could be costing yourself money in any number of ways. Learn more!
How to Choose the Best Self-Directed IRA Custodian
Choosing the best self-directed IRA custodian means finding a custodian that can align with your financial needs. You have many options, so it’s important to find the right custodian for your investment decisions,
Benefits of Staying on a Job You Don’t Like
There are benefits of staying on a job you don’t like, such as access to a 401k plan and the ability to hone your skillsets. But if you leave, do it right.
Retiring to Run a Winery
If retiring to run a winery is your passion, then it’s important to start saving for your retirement. Choose a Solo 401k to reach higher contributions.
