Retirement Guides
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
The Ultimate ROBS Guide to Business Funding
The ROBS strategy lets you invest your existing retirement funds into your own business or franchise without paying taxes or early withdrawal…
The Solo 401(k) Guide for Business Owners
If you’re self-employed or own a business with no full-time employees, a Solo 401(k) offers unmatched benefits. Make both employee and employer…
The Self-Directed IRA Guide
Want more than just stocks and mutual funds in your retirement plan? The Self-Directed IRA (SDIRA) gives you the freedom to invest in alternative…
The Self-Directed HSA Guide
A Health Savings Account isn’t just for covering medical bills—it’s one of the most tax-efficient retirement vehicles out there. This guide explains…
Coverdell ESA: Education Savings with Flexibility
The Coverdell ESA allows you to grow savings for K–12 or college expenses through a wide range of investment options. This guide shows how a…
Crypto Investing with Your IRA or 401(k)
IRA Financial’s crypto platform gives you direct access to Bitcoin, Ethereum, and over 30 other cryptocurrencies through your IRA or 401(k)—with no…