Events Dallas

3 Forces Working Against Your Retirement Portfolio

Carole VanSickle Ellis | 7 Mar 2018

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… more

Insight Money Matters

Roth IRAs: The Best Legacy-Building Tool

Bryan Ellis | 22 Feb 2018

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… more

EventsNews Dallas

3 Actions to Start Self-Directing Your Retirement

Carole VanSickle Ellis | 3 Feb 2018

“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.”… more

EventsInsight AtlantaDoing Business

The Importance of Transparency in Passive Investing

Carole VanSickle Ellis | 26 Oct 2017

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,… more

EventsInsightInvesting StrategiesNews AtlantaMoney Matters

3 Disasters Where Self-Directed Investors Made a Huge Difference

Editorial Staff | 25 Sep 2017

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… more

InsightInvesting Strategies

3 Questions You Must Ask Your Self-Directed IRA Administrator

Mike Ventry | 25 Aug 2017

Ever had a great deal right in front of you, but been painfully unable to act because you were short on capital? If so, then you likely understand why so… more

InsightInvesting StrategiesNews BaltimoreIndustry Trends

3 Things You Probably Didn’t Know About Your Real Estate IRA

Think Realty | 27 Jun 2017

When it comes to real estate investing, you probably have a lot of options that haven’t even occurred to you yet. Bill Humphrey, co-founder and CEO of New Direction IRA,… more

InsightInvesting Strategies

Is Your IRA-Owned Business Entity a “Sitting Duck” for Lawsuits?

Think Realty | 21 Jun 2017

If you have real estate in a self-directed individual retirement account (IRA), then you likely have at least considered setting up an LLC, called an IRA LLC, within that self-directed… more

InsightInvesting Strategies

Taking Control

John and Corinne Tesh | 28 Oct 2016

Have you ever gotten your retirement account statement, thrown it on your desk and never opened it? That was our dilemma month after month. Finally, we were so frustrated by… more

InsightInvesting Strategies

Cautionary Tale

Bryan Ellis | 6 Oct 2016

Just last week, John (not his real name) lost nearly 60 percent of the value of his self-directed IRA in a single day. There wasn’t a horrible crash in the… more

Tag: Self Directed IRA