You’re likely familiar with the concept of taking out a loan, but did you know you can invest in private lending and hold promissory notes with your retirement account? While you cannot borrow money from your own IRA, just about any other non-disqualified person or business can. A loan from your tax-advantaged plan is no … Read More
The world of retirement planning is poised for significant changes with the implementation of the SECURE 2.0 Act. This legislation is an extension of the original SECURE Act, which introduced a host of provisions designed to enhance retirement security for Americans. While some provisions were implemented in 2023, there are a few that take effect … Read More
Interest rates are a critical tool in the Federal Reserve’s arsenal for managing the economy. But when the rates change, what does that mean for your investments? As an investor, it’s important to understand why the Fed raises or lowers rates and the relationship between interest rates and alternative investments. So why Does the Fed … Read More
Many people have never heard of self-directed IRAs, and while they aren’t a secret, there are plenty of myths and misconceptions surrounding them. With so much information readily available across trusted and not so trusted sources, it’s hard to determine what’s true and what’s just noise. We’re here to help set the record straight when … Read More
Since their inception in 1997, Roth IRAs have been a popular tool for investors, and it’s easy to understand why. Earnings in a Roth IRA can grow tax-free, there are no required minimum distributions, and assets in a Roth can be passed on to beneficiaries free of taxes. Because of these benefits, you may be … Read More
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