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 […]
Common Pitfalls To Investing In Gold And Silver in A Self Directed IRA
Investing in gold and silver inside your IRA is a great alternative to investing in traditional investments such as stock and bonds. By investing in gold and silver in your IRA you are buying a physical asset that has real value to it rather than a paper asset. Many of the clients that I buy […]
Get The Best Up-To-Date Retirement Information For IRAs and 401ks
Staying current with the retirement industry can be tough and even overwhelming. We want to make sure that we supply you with the best information so that your retirement can be what you always dreamed of. Beyond the general retirement information we specifically work to give you the best information in regards to the types […]
Gold Professionals Say Now Is The Time To Buy
Your retirement accounts can be invested in so many different things with so many different types of investments out there what do you invest in? Many times those setting up self directed IRAs and 401ks already have an idea what they want to invest in with their IRA or 401k. There are times though when […]
It’s Easy To Invest In What You Want With An IRA Or 401k
Investing in your retirement should be as easy as possible. You shouldn’t have to worry about the setting up your account or all the ins and outs of paperwork. It should be done for you in a timely and easy manner. At Accuplan Benefits Services we are your one stop shop for alternative investing with […]
Safety Of Your Funds With Accuplan Benefits Services and American Estate & Trust
Finding the right Self Directed IRA custodian is just as important as picking the right IRA investment. You need to make sure that the IRA custodian is licensed and regulated and that your IRA funds will be protected. To help you understand the IRA industry it’s important to understand some of the terminology related to […]
Self-Directed IRA Lending
Investing with a Self Directed IRA can be a great alternative to investing with conventional IRAs. Conventional IRAs are very limited on the types of investments allowed. Typically conventional IRAs are only allowed to invest in stocks and bonds. The options are much brighter through a self-directed IRA. You can invest in many other things […]