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Don’t Forget the Title Insurance

Blog, Real Estate,

Guest article by Greg Fencik: In real property law, title is the means whereby a person’s right to property is established. Title should not be confused with a deed. A deed is merely a piece of paper that serves as evidence of title. The possessor of a deed may not, in fact, have legal title to […]

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Year-End Tax Planning & Retirement Accounts

Blog, News,

Guest article by James K. Duerr: So you thought you could defer taxes on your IRA forever?     Sorry, the IRS will not wait forever. Although pretax money going into a Traditional IRA is tax deferred, there is a requirement at age 70 ½, to take RMD’s (required minimum distributions). The minimum distribution is based […]

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Technology Levels the Playing Field for Self-Directed Investors

Blog, Other Investments, Private Companies,

Guest article by Matt Lutz: Anyone with a self-directed retirement account will tell you adding alternative investments to the portfolio can supercharge investment returns and enables investors to participate in asset classes where they are most skilled and knowledgeable. After one learns about self-directed investing, he or she will typically make the same types of investments utilizing the […]

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