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Blog

Questions? Text us at (845) 253-9306.

Avoid These 4 Prohibited Transactions…Or Pay The Penalties

The phrase "prohibited transactions" may seem threatening and cause worry among self-directed investors seeking to stay out of trouble with the IRS. In reality, it is quite simple and painless to dodge any penalty that comes with a prohibited transaction. The penalty incurred from a prohibited transaction is immediate distribution of the asset [...]

2019-08-22T10:13:50-05:00 August 22nd, 2019|How To|

Free Webinar: Recession Protection with your Checkbook IRA

As you continue to see headlines and articles about a potential upcoming recession, your preparation for this scenario becomes that much more paramount. You saw how it worked out for those who were exclusively tied up in the stock market back in 2008. The damage done to thousands of retirement accounts was catastrophic, [...]

2019-08-22T15:09:22-05:00 August 22nd, 2019|Current Headlines, Financial News|

A Self-Directed IRA is Your Security Against Dow Jones Plunges

The sky, I mean, the Dow is falling. After dropping by 800 points yesterday (the fourth largest single-day drop on record), The Dow Jones Industrial Average is igniting early signs of panic for investors. The gravest warning sign amid the carnage yesterday came from the inverted yield curve in the bond markets. This [...]

2019-08-21T12:31:18-05:00 August 15th, 2019|Current Headlines, Financial News|

Keep-in-Mind Content: 8/9 – 8/15

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest [...]

2019-08-15T14:29:05-05:00 August 15th, 2019|Uncategorized|

Keep-in-Mind Content: 8/2 – 8/8

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest [...]

2019-08-08T14:58:59-05:00 August 8th, 2019|Uncategorized|

Keep-in-Mind Content: 7/26 – 8/1

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest [...]

2019-08-01T15:13:57-05:00 August 1st, 2019|Uncategorized|

The Most Overlooked Aspect of a Self-Directed IRA Plan

After all the research you’ve conducted into Self-Directed IRA plans, you’re almost there — but possibly still missing one key factor to make your decision choosing the right Self-Directed company. Obviously, understanding each company’s fees is very important. Also important is whether or not the company offers Checkbook Control. But there’s something during this [...]

2019-07-25T17:24:22-05:00 July 25th, 2019|Uncategorized|

Keep-in-Mind Content: 7/19 – 7/25

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest [...]

2019-07-25T13:42:31-05:00 July 25th, 2019|Uncategorized|

A Comparison of Bitcoin IRA Fees (Medium Article)

Fees can make or break your Bitcoin IRA, so be sure to know how your custodian structures its fee schedule. Rates that escalate as the value of your bitcoin investment increases will only hinder how much money you can actually make. With Broad Financial, flat-rate fees allow for more money going back into your [...]

2019-12-20T13:16:28-05:00 July 23rd, 2019|Uncategorized|

Keep-in-Mind Content: 7/11 – 7/18

Americans favor real estate over stocks for long-term investment, analysis says. The data is finally starting to back up the logic. This is a special edition of Keep-in-Mind Content that will exclusively highlight the above linked article which is about the preference of many Americans to invest in real estate as opposed to [...]

2019-07-18T16:22:01-05:00 July 18th, 2019|Real Estate Investing, Uncategorized|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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