investment allocation

Selecting Investments

In most cases, people will roll the funds over into their own self-directed IRAs because this gives them maximum choice for investing. While 401(k),...
life insurance

Use Pre-Tax Money to Buy Life Insurance

“Hey,” you think, why not buy the life insurance with my IRA money, and then I will be using pre-tax money.” Right you are....

Real Estate in an IRA

Since this issue always seems to come up, let’s address the possibility of using real estate as an IRA investment. Most investors will opt...
concentrated stock

Concentrated Stock Positions

No matter how much you may love the company you retire from, do not keep a concentrated position of their stock, or any stock,...