Who Really Owns Your Checkbook IRA?

Who Really Owns Your Checkbook IRA?

You May Not Have the Total Control You Think You Do By Tim Berry Countless self-directed investors have set up individual retirement account (IRA) LLCs in order to better manage assets and make investments in an efficient fashion. Most investors believe that since...
Seeing Your Investments in a New Light

Seeing Your Investments in a New Light

It is Crucial to Understand Not Just How but Why We Buy If someone asked you, “Why do you invest?” what would your answer be? According to a survey conducted by GOBankingRates in late 2019, more than half of the participants had a surprising answer for this question:...
It’s Time to Flip the Switch

It’s Time to Flip the Switch

Retirement Won’t Wait for You Forever By Lorraine Beato Several months ago, I had a tough conversation with one of my good friends and fellow Realtors. She is nearing 60, and we were having one of the conversations that I think you start to have more and more of as...
Opportunity Zone Update

Opportunity Zone Update

2 Years In … Now What? By Harding Easley Investors have been paying close attention to opportunity zones since the creation of the Tax Cuts and Jobs Act (TCJA) in 2017. That legislation created a series of tax incentives that set investors around the country on...