A retirement account is one of the most important assets you will accumulate in your lifetime. Whether you have a 401(k), IRA, or another type of retirement account, it is crucial to protect it from external and internal threats. Protecting your retirement account is crucial to ensure that you have enough funds to sustain your lifestyle after you... [ Read More ]

With Tax Day this week, some people might be wondering about last minute deductions. last-minute tax deductions that you can take advantage of before the tax filing deadline. I want to share some information with you about saving for retirement and reducing your tax bill at the same time. As you may know, taxes can remove a large... [ Read More ]

Millennials, those born between 1981 and 1996, make up a significant portion of the US population. According to the US Census Bureau, there are 77.12 million millennials in the US, making up 23.6% of the overall population. With such a large demographic, it's important for millennials to be well-informed about investing, particularly in regard to benefits plans. Investing... [ Read More ]

As the world becomes more uncertain and traditional investment options offer lower returns, many investors are turning to alternative assets like real estate investing, notes, and private equity to diversify their portfolios. One option for investing in these assets is through a Self-Directed IRA (SDIRA), which allows investors to take control of their retirement savings and make investment... [ Read More ]

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 ]