self-directed IRA

Effective Financial Planning Tips
  • Effective Financial Planning Tips

7 Effective Financial Planning Tips for Young Medical Professionals

By |March 20th, 2017|

Medical professionals earn well, but they’re also saddled with heavy debt before receiving their first paycheck!

Whether you’re fresh out of medical school or a residency, trying to figure out how to maintain your financial security while paying off student loans and professional expenses can be tough. Proper planning is the only way to achieve […]

The Secret IRA Your Advisor Doesn't Know About
  • The Secret IRA Your Advisor Doesn't Know About

The Secret IRA Your Advisor Doesn’t Know About

By |February 18th, 2016|

Most investors mistakenly believe they have a “self-directed IRA” when in fact they really have a multiple choice IRA.  You may self-direct your account as long as you buy stocks, mutual funds, or bonds inside of the plan administrator’s approved plan.  You may have hundreds and even thousands of choices of where to put […]