First and foremost a last will and testament (“will”) is a legal document. A will describes a person’s final wishes, their desired distribution (wish list) of their property and assets, and the guardianship of minors. As a legal document, a will, to be valid, must follow strict rules that vary by state. If any of these rules are not followed, beneficiaries and potential beneficiaries may challenge the will...
Now that you know the basics of a Self-Directed IRA, let’s dive into some of the leading trends in Self-Directed Investing. With all of the stock market uncertainty, investing in notes has become increasingly attractive using tax-deferred funds in your IRA or retirement plan. Notes can be a great option because the payment streams come into your IRA and in the final analysis, on a first trust deed,...
Self-Directed Investing 101 The Self-Directed IRA industry is growing at a staggering pace and is expected to see over $2 trillion enter the market over the next few years. With over 45 million retirement account holders and less than 4% of those being held in nontraditional assets, the time to consider Self-Directed investing is now. The Investment Company Institute- the national association of U.S. investment companies, estimates...
