Dallas, Texas – “Why is it that only five in every 100 people are financially secure at age 65?” Edwin Kelly, CEO of Specialized IRA Services, took some dramatic steps toward isolating the reason...
Retirement Accounts
Retirement Accounts
Roth IRAs: The Best Legacy-Building Tool
If you leave nothing else for your loved ones, be sure that they inherit a Roth IRA from you. Even if the account has a tiny balance, leaving behind a Roth IRA provides a legacy benefit of...
3 Actions to Start Self-Directing Your Retirement
“Most financial advisors will tell you that you simply cannot have a better lifestyle in retirement than you did while you were working full time. Most financial advisors are wrong.” So begins Edwin...
How to Become an Accredited Investor
Summary: Understanding the purpose of the accredited investor designation is important for you and your investing business. This article walks through how to determine if you’re an accredited...
3 Actions to Start Self-Directing Your Retirement
“Most financial advisors will tell you that you simply cannot have a better lifestyle in retirement than you did while you were working full time. Most financial advisors are wrong.” So began Edwin...
The Importance of Transparency in Passive Investing
When it comes to transparency in real estate, it seems like everyone boasts how they offer it, but few people are able to fully deliver on their promises. After all, just as chefs have their “secret...
The 401(k) Mistake that Can Easily Cost You $30,000
As an individual retirement account (IRA) custodian, I often encounter investors who have been using their IRA or 401(k) accounts to buy and sell real estate in ways that are costing them serious...
3 Disasters Where Self-Directed Investors Made a Huge Difference
Lately, the news has been full of natural disasters and recovery efforts. Everyone in the country wants to help with the recovery from Hurricanes Harvey and Irma. In fact, one self-titled “IRA...
The Truth About Tax-Free Profits in Real Estate IRAs
If you love the idea of huge real estate investing returns but dread the tax bills that come with financial success, then you share a common bond with just about every other investor in the country....
What Your IRA Custodians Cannot Tell you
Individual Retirement Account (IRA) and 401(k) custodians wish you wouldn’t make this mistake, but they can’t tell you directly! It’s literally illegal for them to do so because they’re not allowed...
