Which investment is right for you? Many investors are drawn to the idea of note investing, and understandably so. I feel that it can be quite a powerful asset class that deserves consideration for just about any investor’s portfolio. When it comes to getting started with note investing, there are two ways to get involved – the active... [ Read More ]
A Solo 401(k) is a retirement account designed for self-employed individuals or small business owners with no full-time employees other than themselves and their spouse. While you must be self-employed and have no employees other than your spouse to be eligible for this account, if you qualify, they can be extremely useful for self-employed investors. A Solo 401(k)... [ Read More ]
Passive income has become a financial buzzword in recent years, and for a good reason. Building wealth through passive income streams using a Self-Directed IRA can provide financial security, freedom, and flexibility. Whether you are looking to grow your retirement for the future or are simply looking for an investment that isn’t as demanding and active, there are... [ Read More ]
You’ve taken the first step! You have opened a Self-Directed IRA, a type of individual retirement account that allows you to invest in a wider range of assets beyond the traditional investment options, and you are now ready to do your first investment. Where do you start and what are your options? While Self-Directed IRA custodians like Quest... [ Read More ]
Your IRA is one of the most important tools you have when planning for the future, and one of the best ways to help your IRA grow while reducing your taxable income by making yearly contributions. The good news is that right now, we are in an amazing window that allows account holders to not only begin contributing... [ Read More ]
The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded the options for retirement savings by allowing SEP IRA and SIMPLE IRA contributions to be designated as Roth IRAs. This “rothification” means that contributions to these types of savings plans can now be made on a post-tax basis, allowing the funds to grow tax-deferred and to be... [ Read More ]
We’re a few days into February and right now is a perfect time to begin taking the steps towards securing your financial future. There are countless benefits associated with self-directed IRAs, like tax advantages and investing in what you know best, but it’s important to take action so you can reap the benefits of the tax savings and... [ Read More ]
While most of us spent the Christmas holiday eating fruit cake, opening presents, and spending time with the ones we love, Congress was busy making decisions that would affect SDIRA retirement account holders. If you haven’t heard yet, Congress has passed a massive piece of retirement legislation that will have a significant impact on IRAs and the entire... [ Read More ]
It’s no secret that real estate is a hot market, but there’s been a shift in the way people invest into that market. There is no doubt a change has occurred. It has always been common practice for the average property investor to invest their money into single-family homes by doing deals like fix-and-flips, rentals, or contracts such... [ Read More ]
When we opened our doors in 2003, we never expected to grow into the company we are today. Here we are twenty years later, and we’re proud to celebrate our 20th anniversary in 2023! Since we started and continue to grow, our name has changed over the years, but the same great service our clients have come to... [ Read More ]
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