Contents tagged with Retirement Planning

Subscribe to RSS Feed

Land Trusts and Personal Property Trusts: Increase Privacy and Possibly Mitigate Legal Trouble for your Self-Directed IRA Investments

By Guest Blogger1 Comments
A couple of items self-directed real estate investors might not be aware of but could be critical for securing profitable accounts for future generations include: privacy and avoidance of legal issues. Guest author Louis ‘Lou’ Brown, Founder of Certified Affordable Housing Provider, shares ideas for investors on protecting their future wealth.   Read More

Top Webinars of 2018

By Heather Taylor0 Comments
These webinars provide valuable, timely insight about topics including real estate investing, note investing, self-directed IRA rules and more. Read More

Top Blog Posts of 2018

By Heather Taylor0 Comments
From inspiring case studies to Roth IRA strategies, the most-read blog posts of the year represent a range of self-directed investing topics.   Read More

6 Ways to Partner Your Self-Directed IRA

By Melissa Finnegan0 Comments
If you find an investment opportunity but lack funds in your IRA, here are ways you can partner your IRA. Find out more about how to co-invest with your self-directed IRA in order to invest in real estate, raw land, tax liens, notes and more.  
Read More

Top Blog Posts of 2017

By Heather Taylor0 Comments
The most popular posts of 2017 included a list of top cities for single-family investment properties, tips for getting started in real estate investing, and the most commonly missed questions in our retirement savings quiz.  Discover or revisit these educational posts.   Read More

Can a Non-Working Spouse Have an IRA?

By Elsie Dudukovich0 Comments
Some people decide to open joint checking, savings, and credit accounts after they get married.  While it is not possible to have a “joint” retirement account, it is possible for a non-working spouse to open an IRA.  Read More

5 Simple Ways to Save Money

By Keith Blazek0 Comments
Saving money has been linked to happiness, but wanting to save and actually doing is not the same thing. Here are few tips and tricks to help you get on the saving path.  Read More

Are Your Retirement Savings Prepared for the New Economy?

By Elsie Dudukovich0 Comments
Economic trends show an increase in freelancers, consultants, and entrepreneurs as the new standard for employment – a move away from the relatively stable, long term position.  IRA savings follow you – not your position- and rely on you to maximize possible opportunities.    Read More

Simple Retirement Planning Mental Math

By Keith Blazek0 Comments
Many people are looking for answers to one simple question: How much will I need to save to live comfortably in retirement? The question is simple enough, yet the answer is elusive for many. Here's some education and bonus materials that might help with planning. Read More

Top Case Studies of 2015

By Heather Taylor0 Comments
In 2015, we learned about a client that doubled her account value in less than two years, a Wall Street Retiree that invests 80-85 percent of his portfolio in alternative investments, a man who invests in real estate long-distance, and more.  Read More

Are you Required to Take a Distribution?

By Elsie Dudukovich1 Comments
Before you know it, the deadline will be here for those who need to take a required minimum distribution (RMD) from their retirement accounts. Find out if you’re due to take one and what could happen if you don’t.  
  Read More

Tax Credits Versus Tax Deductions

By Elsie Dudukovich0 Comments
While tax deductions and tax credits reduce an individual’s income tax liability, it’s important to not think of these terms interchangeably. They affect income tax liability in different ways and come with their own requirements.   Read More

Americans Investing in America with Self-Directed IRAs

By Keith Blazek0 Comments
Two Equity Trust clients have used their self-directed IRAs to make a difference in their communities: John Helps Homeless Veterans with Affordable Housing – And Nets Approximately 200% ROI and Roger Funded a Ministry with his Self-Directed IRA to Help Veterans Suffering from PTSD Read More

Our Small Business Success Story

By Keith Blazek0 Comments
It may come as a surprise that an industry-leading custodian of self-directed retirement accounts came from humble beginnings and is rooted in the American dream of entrepreneurship and owning a business. Read More

Top Blog Posts of 2014

By Equity Trust Staff0 Comments
Let’s revisit the most educational and inspirational blog posts of the past year. You were most fascinated by a 16-year-old who’s already building her retirement fund with real estate investments, an investor who made $92,000 from a tax-lien sale, essential information for new landlords, and more.  Read More

Top Videos of 2014

By Equity Trust Staff0 Comments
Take another look at the videos that enlightened you this year, including insight from a client who realized he could save thousands of dollars with self-directed investing, an easy-to-understand depiction of how self-directed IRAs work, and more.  Read More

Retired Police Officer Earns Passive Income with Real Estate

By Heather Taylor2 Comments
Roxie G. of Florida might be retired from fighting crime, no one can accuse her of slowing down. After ending her 26-year career on the police force, she has found a way to reinvent the way she earns income for herself using a method that she only recently discovered: self-directed real estate investing.  Read More

If You Only Have a 401(k), You Could Be Missing Out

By Elsie Dudukovich0 Comments
If your retirement planning experience is limited to participating in your company’s 401(k), you run the risk of missing out on increasing your retirement savings through business plans or tax diversification through actions such as a Roth conversion.      Read More

Is your Infant Investing Yet?

By Equity Trust Staff0 Comments
A financial expert recently commented that children should get involved in their own financial future at a young age. This idea isn’t so far-fetched: It can be legal for a baby to have an IRA, and it’s feasible that once they’re a little older, they can get involved in their own investments.  Read More

Sweet 16 and Investing in Real Estate

By Heather Taylor2 Comments
At just 16 years old, Equity Trust client Brittany is well on her way to building herself a financially secure future with tax-free investments, thanks to the encouragement of her real estate-savvy mother.  Read More

Gender Gap Found in Retirement Income Levels

By Elsie Dudukovich0 Comments
A recent CNNMoney article reveals Census data that shows many women’s retirement income level puts them near or below the poverty level and lower than men on average. Find out what factors could contribute to this gender gap. Read More

Coffee Cup Method of Retirement Planning

By Heather Taylor0 Comments
Even if you’ve begun to predict what you think you’ll need to live on in retirement, have you calculated the concrete costs – such as your daily cup of coffee – to see what you’ll actually need to support them? Here’s a method to help you more accurately prepare for retirement. Read More

Top 8 Ways to Retire Early

By Brendan Hughes1 Comments
Retired life is an attractive option during the years of returning home every night in the dark after a long day at the office. So what are the top eight ways to help individuals save enough so they can leave the workforce and enjoy their retirement? Read More

Top Retirement Planning Mistakes

By Brendan Hughes1 Comments
When it comes to financial savings, retirement is probably the most universal goal that people strive to accomplish. Establishing a financial plan for later years in life allows individuals and couples to spend time working on hobbies or projects that interest them, rather than having to work for a paycheck to keep food on the table and the electricity turned on in the home. Read More