Posts by Kathryn Coleman
Can an Investor Make an Investment in a Startup Through an IRA?
Can an investor make an investment in a startup through an IRA? The short answer to this question is yes, but (and there almost always seems to be a “but”)…
Read More3 Ways to Optimize Your Retirement Travel
One of life’s most important lessons is learning how to stretch a dollar. This lesson is even more important in retirement. Life brings new challenges every day that make us learn to sacrifice our…
Read MoreSelf-Directed IRA Investments: 3 Popular Options
If you are a savvy investor seeking a broad diversification of alternative assets in which to invest for retirement, a self-directed IRA might be for you. As an investor, you…
Read MoreRITA to Host First Virtual Retirement Industry Conference, October 27-28, 2020
The Retirement Industry Trust Association (RITA) is hosting its first virtual conference for self-directed retirement professionals. The conference will address the latest legislative and regulatory developments in the industry. Titled…
Read MorePros and Cons of Using Retirement Funds to Purchase a Home
Many first-time home buyers use their retirement funds to purchase a home or provide a large down payment. Extra funding up front will allow monthly mortgage payments to be lower…
Read MoreRetirement Security: Ensuring Today’s Workers are Secure in Their Future
The nation’s retirement system is constantly changing. Often, not for the better. There are fundamental changes that have made it especially hard for Americans to retire. Social Security is not…
Read More3 Benefits of the RITA IRA Advanced Institute
We host the RITA IRA Advanced Institute twice a year, every year. This is an event for self-directed retirement professionals, Registered Representatives, real estate professionals, attorneys, CPAs, banking regulators, cryptocurrency…
Read More3 Acts That Will Affect Your Retirement in 2020
The new decade is bringing on a variety of changes. Some are exciting: new technology, new ways of living, new people in the spotlight. But some are not so glamorous.…
Read MoreRetirement 101: Understanding the Language of Retirement
Retirement jargon can feel foreign and confusing, but it’s necessary to understand when forming your retirement plan. In this article, we define common retirement terms and answer questions so you…
Read MoreThe Most Common IRA Mistakes
An IRA is one of the best and most common ways to save up money for retirement. Sadly, figuring out how to manage your IRA is not exactly simple. There…
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