The Growth Mindset For Your IRA
August 13, 2020
Our office will be closed on Monday, January 18th in observance of Martin Luther King Jr. Day. We will resume normal business hours on Tuesday, January 19th.
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August 10, 2020
A Self-Directed Solo 401(k) plan is an IRS-approved and qualified 401k plan. It is designed for a self-employed sole proprietor, a corporation, or a limited liability company. The participant can make contributions as both the employee & the employer; hence can enjoy higher contribution limits.
Continue reading…August 7, 2020
Looking back to 2005, it’s hard to believe that a college internship expo would be one of the most pivotal moments in my career. Like every other young and eager college student at the event, I stood in long lines at all the “brand” name firms just to hand over a resume, while ignoring the scores of small businesses scattered throughout the room. I don’t know if it was curiosity or empathy that caused me to walk up to the lineless booth with a simple, pull up banner that read “Buy Real Estate in Your IRA,” but I’m glad I did. I was fortunate to have a handful of interviews after the expo, but it was the company with the simple pull up banner that stood out from the rest.
Continue reading…If you’re feeling frustrated with not being in charge of your own investments, the answer may be to self-direct your IRA. We have thousands of clients who feel much more confident in their own choices, than those brokered by others.
Continue reading…August 3, 2020
Originating Private Mortgages from an SDIRA can initially involve a major shift in your investment philosophy and overall thinking – I know that was the case for me, as it took me years to take the first step and actually fund a Private mortgage.
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