Learn From Experts

Learn from experts
Learn more from our blog on how you can take advantage of a Self-Directed IRA or 401K to gain Financial Freedom.
Learn More

Company 401Ks

Company 401Ks
Learn how your IRA or 401K can invest in businesses Large or Small. And, we are not talking about purchasing stock.
Learn More

401k Basics

401K Basics
Loans can be a great investment for your IRA. Your IRA can make a loan to others for any purpose whatsoever.
Learn More

IRA Basics

IRA Basics
Would you rather invest in Real Property vs. the stock market with your IRA or 401K funds? You can!
Learn More

Solo 401(k) Plans — Common Law Employees (Part 2)

In the previous blog post we addressed what types of employees must be included in a company’s 401(k) plan. ...

Solo 401(k) Plans — Beware of Common Law Employees

Had a call that I absolutely welcomed receiving today from a client.  The issue he raised can always be...

“Transfers” of 401(k) Plans

Many of you are familiar with an IRA transfer where you “transfer” assets from one IRA to another IRA.  ...