When you invest in real estate using your self-directed IRA or 401(k), there are some common mistakes that even many experienced investors make.
If you have saved for retirement in an employer-sponsored retirement plan, like a 401(k) plan, or in an IRA, you’re probably aware that you can move those assets to another plan or IRA.
When it comes to planning for wealth transfers, it’s extremely important to review your beneficiaries periodically…especially if you have had children, divorced, or remarried since you first established your retirement account.