It’s hard to deny that one in five Americans not having put a single cent towards retirement is a social problem. But the policy solution Congress is enacting to address this issue may affect your 401(k). As investors, we love the 401(k), the 1978 amendment in the Tax...read more
Learn About Our Retirement Planning Products
Learn about our Retirement Planning products
IRA BUSINESS TRUST
The self directed IRA-owned trust is an IRA business trust for real estate investors which gives the IRA owner checkbook control
SOLO 401(K) Compliance
Compliance for 401(k) plans can include a broad variety of services to ensure your plan isn’t running afoul of the law or regulations.
The Solo 401(k), also known as the self-directed 401(k) is a retirement option that savvy real estate investors can exploit with professional guidance.
Our Blog Posts on Retirement Planning
One of the reasons we save for retirement is because medical costs invariably go up with age. Saving for your own eventual care, even if you’re healthy as a horse now, is wise. But recent projections suggest you may actually want to save a little more. Cost of care is...read more
When asked by someone without an estate plan when they should plan their estate, we tend to give a variation of the answer, “Right away.” But updating your estate plan is a little more complex. There are major life events that are critical times to review your estate...read more
As with anything new that breaks from tradition, crowdfunding real estate investments stokes fear in some. We find many of the more irrational fears to be iterations of Internet-phobia backed by little evidence. Some people simply hear words like “Internet-based” and...read more
When making business decisions that affect your long-term goals, like what types of investments to make with your retirement dollars and which vehicles to use, it really is best to be aware of all of your options. We frequently talk about the Solo 401(k) and...read more
Approximately half of Americans fail to make an estate plan, which can be a major mistake. Real estate investors have even more to lose without an estate plan. So what are some of the tools that we use for an effective estate plan? What can you do today to make life...read more