The Beginners Guide to Self-Directed IRAs

Smart investing means knowing your options. Many people are familiar with regular individual retirement accounts (IRAs) which hold stocks, bonds, certificates of deposit, and mutual or exchange-traded funds. However, few people understand the characteristics of another major retirement account—self-directed IRAs (SDIRA). We are going to cover what self-directed IRAs are, what their benefits and risks …

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What You Need to Know about 7702 Plans

What You Need to Know about 7702 Plans Many insurance agents market “7702 plans” as a type of retirement plan and explain it to be similar to typical retirement plans, like a 401(k). Sometimes important details are ignored in this process. We’re going to break down what 7702 plans really are, what these plans mean …

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The Secure Act — What You Need to Know

What is the SECURE Act? The SECURE Act of 2019, was signed into law by the president on December 20, 2019. It is an acronym for the Setting Every Community Up for Retirement Enhancement Act. The act is a far-reaching law which will affect the way Americans can save for retirement when using tax-deferred accounts. …

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