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.
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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.
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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.
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IRA Basics

IRA Basics
Would you rather invest in Real Property vs. the stock market with your IRA or 401K funds? You can!
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IRS Form 5500-EZ and 401(k) Reporting Requirements

Folks, I can’t leave this alone, so pardon me for the fact that I am referencing it again. As...

IRS Rules for Reporting IRA and 401(k) Rollovers

You have created a self-directed IRA or Solo 401(k) plan and you rolled over funds from other retirement plans...

2015 New IRA Rollover Rules — Married Couples

As many of you may be familiar, there is a new IRS rule effective no later than the 2015...