There are so many things you can invest in with a self-directed IRA. One popular investment inside of a self-directed IRA is to invest in a company with your self-directed IRA. We want to make sure you make the right choices when investing with your self-directed IRA. The following are some of the self-directed IRA […]
A Self Directed IRA Can Help You Reach Retirement With Less Home Debt
The sheer cold hard facts are that Baby Boomers are coming face to face with a major housing crunch and many are expected to struggle to afford their homes throughout retirement. According to the Joint Center for Housing Studies of Harvard University came out with some statistics to prove this. By 2030 there is going […]
ACCT HOLDER CAN SIGN PROP MGMT AGREEMENTS
PROPERTY MANAGEMENT AGREEMENT GUIDELINES FOR A SELF-DIRECTED IRA ACCOUNT This document provides guidance on how to set up property management agreements for a property owned by a self-directed IRA account. 1. Document Titling – The agreement should be between the property management company (“The Company”), and American Estate & Trust FBO . Please note that […]
Investment Professionals Are Terrified Of The Future
There is a new survey out that was done by Bank of America/Merrill Lynch that shows just how leery investment professionals are with the current market. Leery is a mild term to what these investment professionals are actually feeling. A significant amount of investment professionals are simply terrified. What things are they worried about? They […]
Estate Planning Trend
Baby boomers are switching up the way they are planning their estate and how they are dealing out the inheritance from their estate. In the past trusts were liquidated and distributed to children when they were 18, 21 or even 25. But that was the past. Those currently setting up their estate or figuring out […]
Self Directed IRA’s For Dummies Book Cover
Thinking about your retirement can be very overwhelming. In fact, it can be so overwhelming to you that you can’t imagine figuring it out by yourself. There are many reasons planning for retirement is so stressful. It can be because of your current situation, the fact that you don’t know where to start or even […]
Self Directed Accounts For Individuals and Small Business
Are you looking to create the best retirement possible? If so, you are not alone. There are so many things that go into a great retirement but one of the major aspects to a great retirement is a great retirement account. The most popular retirement accounts to help you create that dream retirement are an […]
Millenials Learned From The Recession of 2008. Did you?
The Great Recession of 2008 is not usually a topic that I enjoy talking about. There is so much talk about why it occurred and how we aren't doing enough today to make sure it doesn't happen again in the near future. There are also so many differing opinions as to if we are back […]
HOW TO COMPLETE A TRANSFER REQUEST FORM
HOW TO COMPLETE A TRANSFER REQUEST FORM TRANSFER REQUEST FORM – Use this form to roll funds from the current custodian into the new self-directed account. TRADITIONAL ASSETS: We cannot accept traditional assets (stocks, bonds, CDs, mutual funds, etc). Those need to be liquidated and come over in cash. TRANSFERRING CASH: In Section 5, the […]
WHAT MAKES US A PREMIER PROVIDER?
WHAT MAKES US A PREMIER PROVIDER DEDICATED IRA SPECIALIST – We don’t believe clients should call an 800# and speak to a random person unfamiliar with the account. We know 800 numbers can be especially frustrating when that random person transfers you to another random person. With Accuplan, you are assigned a dedicated IRA Specialist […]
Don’t Let Taxes Ruin Your Retirement
There are plenty of issues to worry about when in retirement. The best way to make sure your retirement is going to be a successful one and one that you don't have to worry about money is to make sure you have a strong retirement plan. Most retirement plans take into consideration mortgage, health care […]
Want To Be The Bank? Now You Can Through IRA Lending
When I grew up I loved playing monopoly. It was always fun to choose the piece I was going to be and to see which piece everyone else chose. I think by far one of the greatest things about monopoly was the bank. Every time I played I wanted to be the bank. I didn’t […]