I commonly get asked about who is Accuplan Benefits Services and American Estate & Trust, LC. I thought it would be good to briefly explain who we are and what relationship between the two companies. Accuplan Benefits Services is not an IRA custodian. They are a facilitator (administrator) of IRA accounts. Accuplan Benefits Services answers […]
Self Directed IRA, The Way to Diversify Your Retirement Portfolio
Self directed IRAs and 401ks only account for a minimal percentage of all the retirement accounts in the U.S. because they are not nearly as known as 401ks and IRAs. There are many people that aren’t utilizing self directed IRAs that could really benefit from them. Why should you open up a self directed account? […]
Why You Should Invest in Gold
I have been watching gold and silver for the past 5 years since clients started using their IRA funds to invest in precious metals. When I started gold was trading for around 1000 spot and silver was trading around $10.00. Over the past 5 years gold has gone as high as 1889 and silver as […]
Take a Minute to Invest in Family
Do you find yourself checking the stock market over and over again because you are worried about your stock market investments? It may not be the stock market but rather some other investment like real estate, business, etc. There are often times when we can get so wrapped up in our investments that we don’t […]
Help Your Parents Prepare for Retirement
It can be a lot of work helping people get ready for retirement, especially if they are your parents. Most children don't even think of helping their parents for retirement, but the more you prepare your parents for retirement the less burdensome it will be on you. Sitting down with your parents and talking about […]
Need a good smile? Retirement Facts to Chew On!
If it could only rain money for real! Wouldn’t that be the day? Even though we can’t make it rain money there are some things we can do to make sure we are more financially ready when retirement comes. I stumbled upon a great article by the department of labor where I got most of […]
Why Invest In Gold?
There are plenty of reasons why gold and other precious metals are a great investment. Because Gold is a great way to diversify your investments having gold in your retirement account is a very popular choice. Why not diversify your retirement investments with a self directed IRA? Being able to invest in other non-traditional investments […]
Change Your Retirement Mindset
More often then not people are more concerned about retiring at a specific age rather than at a specific income. If we were to have the mindset of George Foreman then we would be in a much smarter position for retiring. I am sure you have thought about the age you want to retire more […]
What is an IRA-LLC? What are the Prohibited Transactions?
At Accuplan we refer to an IRA-LLC as “ICO”. An IRA-LLC (ICO) is a special purpose limited liability company, which is either fully or partially owned by an individual retirement account (IRA) held with an IRA custodian such as American Estate & Trust, LC (“AET”). The IRA may be either a traditional IRA or a […]
Is your Retirement Plan Ready?
We are getting closer and closer to the start of another year. Which is a reminder for all to get your retirement accounts in order Have you maximized your contributions? Have you taken your required distributions? For more help making sure your retirement accounts are in order check out THE END IS COMING – Preparing […]
What is a Self-Directed 401k–or mySOP: How to Set One Up
Have you ever wanted to start your own business using your existing retirement funds without paying taxes on those funds? This is all possible through a self-directed 401k that we refer to as a mySOP. What is a mySOP (self-directed 401k)? An Employee Stock Ownership Plan referred to after this as a “mySOP”, is a […]
USING A PORTION OF A SELF-DIRECTED IRA TO PURCHASE AN INVESTMENT PROPERTY
USING A PORTION OF A SELF-DIRECTED IRA TO PURCHASE AN INVESTMENT PROPERTY What happens when your self-directed IRA is not purchasing an investment property all by itself? Maybe you are funding some of your investment with personal money and the IRA will pay for the rest. Or maybe your IRA does not have enough money […]