Medicare Facts You Need to Know Workers should learn about Medicare enrollment and benefits before they reach age 65 so they can factor health care costs into their retirement savings goals and avoid late enrollment penalties.
3 Things to Know About Investing in Pre-IPO Private Stocks & IPO Stocks with a SDIRA Everyone dreams about discovering the “next Microsoft” or “next Amazon” and investing in the company before it goes public or during the initial public offering (IPO).
Saving for Retirement Social Security Facts You Need to Know There are many frequently asked questions about Social Security funding, eligibility & timing. Use this helpful article to answer all of your SSA questions.
Real Estate 3 Self-Directed Investing Pitfalls Promissory Note Investors Never See Coming Ask a self-directed investor how they got started using a self-directed IRA (SDIRA) for their retirement investing and you’ll hear the same answer time and again: real estate.
Private Lending, LLCs & Other Alternative Investments What is a Deed of Trust? Why Does It Matter for Retirement Investments? When considering the purchase of real estate as part of your retirement investment strategy, it’s crucial to understand the various legal documents involved in real estate transactions. One such document is the deed of trust, which plays a vital role in securing home loans. But what exactly is a deed of trust, and how does it impact retirement investments?
Self Directed IRAs Do you need a Full-service Retirement Account Administrator like STC? Do you need a Full-service Retirement Account Administrator like STC?
Self Directed IRAs Last Call for 2020 IRA Contributions: Maximize Your Retirement Savings Most of us couldn’t wait to put 2020 behind us and start the new year. But there is still time for you to make 2020 better, at least as far as your income taxes and retirement savings are concerned.
Real Estate Investment Renovating Your IRA Real Estate Investment? Be Sure to Pay Expenses with IRA Assets Real estate is a popular investment for SDIRA. IRA owners can increase real estate value by doing upgrades, but knowing how to use that money properly can be tricky.
Real Estate Investment How to Use a Self-Directed IRA to Invest in Real Estate Syndications Self-directed IRA investors find real estate syndications particularly attractive for a few reasons. But before you invest in a real estate syndication using your self-directed IRA, there are a few things you should know.