Searching for small-dollar investments that reap big rewards? Discover how easy it is to generate high yields and returns with small dollars when you invest in mobile homes. Join our own Equity University’s Director of Education, Edwin Kelly, and successful real estate investor, Jeff Kent, for this must-see webinar: Finding Small-Dollar Investment Strategies That Deliver [...]
Filed under: CESA, Equity University, HSA, Investment Opportunities, IRA Education, self directed IRA on July 27th, 2011 | 2 Comments »
Recently, Bank of America published its latest Merrill Lynch Affluent Insights Quarterly, a survey looking at the financial concerns and priorities of affluent Americans. What does this have to do with you and your self-directed IRA? Keep reading. Even if you don’t consider yourself affluent, the information makes a good case for the wisdom of [...]
Filed under: Equity University, HSA, Saving for Retirement, self directed IRA on February 14th, 2011 | No Comments »
A Health Savings Account (HSA) is a great tool for paying medical expenses (to be eligible to open an HSA, you must have a high-deductible health plan). The money you deposit isn’t taxed, and you can invest it in stocks, bonds and mutual funds. Now imagine being able to expand your HSA investment options, both [...]
Filed under: HSA on December 1st, 2010 | 1 Comment »
Need some inspiring reasons to be more active with your self-directed IRA or self-directed HSA? Consider these realities: About half of us will follow a non-traditional retirement path – Many individuals approaching retirement age will fall into one of two categories: Either they’ll want to or expect to work into their 70s to stay busy [...]
Filed under: HSA, Managing Your IRA, Roth IRA, Saving for Retirement, self directed IRA, Traditional IRA on November 8th, 2010 | No Comments »
The Employee Benefit Research Institute (ebri.org) recently released its retirement-readiness study. In short, what it finds is that living longer, saving too little and inadequate planning for health care costs will leave many retirees short of money to pay basic living expenses. The study says that a third of middle-income workers will likely run out [...]
Filed under: 2010 Networking Conference, Equity University, HSA, Saving for Retirement, self directed IRA on September 13th, 2010 | No Comments »
These days, having an online presence is becoming a necessity for Self-Directed IRA investors. Sure, you most likely have an e-mail account and you may be able to text with the best of them. But if you haven’t made the leap to social media/networking venues, there’s no time like the present. LinkedIn.com – a great [...]
Filed under: 2010 Networking Conference, CESA, Equity University, HSA, self directed IRA on June 17th, 2010 | No Comments »
Although a Self-Directed IRA continues to be the most popular vehicle for self-directed investing, did you know that many other account types can benefit from this proven approach? It’s true. Individuals can reap the advantages of self-directed investing in a variety of account types beyond the Traditional IRA and Roth IRA. These include small business [...]
Filed under: 401(k), CESA, Equity University, HSA, Roth 401(k), Roth IRA, Saving for Retirement, self directed IRA, SEP, SIMPLE, Small business plans, Traditional IRA on June 2nd, 2010 | No Comments »
These days, perhaps more than ever, people are fending for themselves – especially when it comes to retirement savings and health care. Company pensions are as passé as gold watches, employer 401(k) matches are being reduced or eliminated, and more businesses are passing along the heavier costs of health care to employees. Now, add in [...]
Filed under: Equity University, HSA, Managing Your IRA, self directed IRA on May 13th, 2010 | No Comments »
According to the IRS, about 70% of U.S. taxpayers will receive a tax refund this year. And the average return amount will be more than $2,000. If you’re among that 70%, your refund can feel like free money. But once you have the check in hand, it’s up to you to spend it wisely. Of [...]
Filed under: CESA, Equity University, HSA, Roth IRA, Saving for Retirement, self directed IRA, Traditional IRA on April 27th, 2010 | No Comments »
When it comes to your IRA and taxes, it’s good to know these three important points: You can still receive a deduction on your 2009 taxes through April 15 You can make a double contribution through April 15 You can convert to a Roth IRA anytime in 2010 and gain some distinct advantages You Can [...]
Filed under: CESA, Equity University, HSA, Roth IRA, self directed IRA, Taxes and April 15th, Traditional IRA on March 24th, 2010 | No Comments »
