Can I Continue Retirement Saving Past Age 70 1/2?

Jun 7, 2018 | 401k, ROBS Plan, Roth IRA, Taxes

David John Marotta , Contributor With many people living and working longer, there are important tax saving opportunities to contribute, defer, or convert well past age 70 ½. A nice reminder by William H. Byrnes, and Robert Bloink is in their article “The...

Most Entrepreneurs Make This Mistake

Mar 16, 2016 | Business Funding Plan, Investments, ROBS Plan

[vc_row][vc_column][vc_column_text]Forbes article by Garrett Gunderson Entrepreneurs are always on the lookout for opportunity. So when a “hot investment” opportunity comes along, it’s hard to resist. Believe me, I’ve been there. But I’ve found that these investment...

Client Testimonial – Giuseppe Militello

May 14, 2015 | Business Funding Plan, IRA and 401K Business Financing, ROBS Plan

I am very satisfied with my experience with Self Directed IRA. The process was easy to follow and everyone was very helpful. I would definitely recommend Self Directed IRA. Giuseppe Millitello – Brookfield,...

Client Testimonial – Mark Carpenter

Dec 2, 2014 | Business Funding Plan, IRA and 401K Business Financing, ROBS Plan

All my questions answered immediately. I had many. Self Directed IRA was very fast on all the paper work. Very helpful. I would never do this on my own. With Self Directed IRA’s help it went very smoothly. I recommend using Self Directed IRA LLC. Mark Carpenter...