Safeguard Advisors is excited to announce that we have joined the Solera National Bank family of companies. Separately, Solera National Bank has also acquired Discount Solo 401k, another leading provider of checkbook Solo 401(k) and IRA plans. Together Safeguard Advisors… The post Safeguard Advisors Joins Solera National Bank appeared first on Safeguard Advisors ..read more

The great thing about a checkbook IRA is that it puts you in direct control of all investment transactions.  This is accomplished with a two-layered structure involving an IRA with a specialty “self-directed” IRA custodian that then invests into a… The post How to Move a Checkbook IRA to New Custodian appeared first on Safeguard Advisors ..read more

A Solo 401(k) is a fantastic way for small business owners to save for retirement.  With high contribution limits typically ten times those of an IRA, both tax-deferred and Roth savings features, and even the ability to borrow from the… The post Solo 401(k) + Multiple Businesses = Control Group appeared first on Safeguard Advisors ..read more

Investing in real estate is a great way to diversify your tax-sheltered retirement savings.  Real estate is not subject to the same types of news-driven volatility as stocks and provides income both through cash flow and the potential for appreciation. … The post Will Your IRA Real Estate Investment Create UBTI? appeared first on Safeguard Advisors ..read more

On January 1, 2024 a new federal requirement called the Corporate Transparency Act (CTA) becomes effective. Most new and existing businesses will be required to file a Beneficial Owner Information Report (BOI report) with the Financial Crimes Enforcement Network.  FinCEN… The post Beneficial Owner Reporting and your IRA LLC appeared first on Safeguard Advisors ..read more

Investing in startups can be a way to create explosive capital growth for your self-directed IRA. If you can get in on the ground floor of a new business that makes it to the next level, the potential financial rewards… The post Should I Invest my IRA in a Startup? appeared first on Safeguard Advisors ..read more

Investing in real estate outside of the United States is entirely possible with a self-directed IRA. For some investors, this can be a smart way to diversify their retirement savings and tap into a specific network or the experience they… The post Can my IRA Plan Purchase Foreign Real Estate? appeared first on Safeguard Advisors ..read more

Investors who establish a self-directed IRA LLC are primarily focused on the ability to invest in non-traditional assets such as real estate, trust deeds, and the like. But what if you want to invest in conventional financial products like stocks,… The post Integrating a Stock Portfolio with Your Self-Directed IRA appeared first on Safeguard Advisors ..read more

Using your Self-Directed IRA or Solo 401(k) to make short-term loans to property flippers can be a great way to grow your retirement savings. This popular form of investing is well suited to individual investors using a self-directed retirement plan.… The post 5 Ways to Practice Due Diligence for Short-Term IRA Loans to Flippers appeared first on Safeguard Advisors ..read more

A Solo 401(k) is a fantastic retirement plan for self-employed individuals.  With high contribution limits, both tax-deferred and Roth savings, and full control over investment choices, it provides one of the best ways to prepare for your golden years. There… The post Understanding Roles in a Solo 401(k) first appeared on Safeguard Advisors. The post Understanding Roles in a Solo 401(k) appeared first on Safeguard Advisors ..read more