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  • About
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      • Trust & Probate Administration
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  • About
    • Team Members
    • How We Are Different
    • Teamwork Philosophy
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    • Estate Planning
      • Trust & Probate Administration
      • Special Needs Planning
      • Irrevocable Life Insurance Trusts
    • Business Planning
    • Medicaid Planning
    • Veteran’s Benefits
    • Legacy Planning
  • Client Dashboard
    • Document Hub
    • Action Step Portal
    • Training for Helpers & Beneficiaries
    • Video Lesson Library
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  • Insight Portal
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    • Recommended Reading List
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  • 703.654.6019
27 April
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Costs and Benefits of Establishing a Self-Directed IRA

Posted by KarenLewis
in Bobby's Blog

I published an earlier article discussing an increasingly popular alternative investment structure: the “self-directed” IRA. The self-direct IRA seems to be growing in popularity for many reasons. First and foremost, many investors are seeking diversification. They may not be inclined to put all of their retirement funds into traditional investment structures. Plus, it is important to keep in mind that you don’t have to give up your other investments to establish a self-directed IRA. It is perfectly fine to only use a portion of your retirement assets to fund a self-directed IRA. This is a good idea and one that...

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25 April
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Alternative Investment Option to Consider – The “Self-Directed” IRA

Posted by KarenLewis
in Bobby's Blog

Many Americans invest retirement funds into publicly-traded assets such as stocks, bonds, mutual funds and so forth. This isn’t a surprise since the large investment institutions encourage people to invest in these types of assets and don’t do much advertising about unconventional ways in which you can use your retirement funds. You may not realize that the laws governing IRAs (i.e. Independent Retirement Accounts) allows virtually unlimited investment flexibility. This is where "self-directed IRAs" come in. Using “self-directed” IRAs has become extremely popular in recent years. The purpose of these self-directed accounts is allowing an investor to invest some (or all)...

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