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The world of investing and retirement planning is confusing and cluttered, and ultimately rigged against you. Social Security is underfunded by trillions of dollars, investment companies are making billions even when the stock market is down, and the burden of retirement has shifted from companies and the government to the individual. The Ultimate Guide to Self Directed Investing & Retirement Planning is a no-nonsense guide on how we got where we are, why so few are winning at retirement, and what you can do to put the odds in your favor! Stop settling for plain vanilla advice that helped create the greatest financial crisis the world has seen, and start taking control of your finances and your future!
Through this simple, effective tour of the world of Self-Directed Retirement plans, Thom Garlock shows you the steps that wealthy investors have used for years to gain control of their retirement accounts and diversify their assets into real estate, precious metals, private business ownership and much more.You%u2019ll discover:%u2022Why less than 3% of investors are aware of Self-Directed IRA or 401(k) plans%u2022How to pass on more of your wealth to your family%u2022Why your retirement accounts seldom grow when owning stocks, bonds and mutual funds%u2022How to legally invest your retirement plan into income properties, raw land or vacation homes%u2022Why the coming wave of inflation and higher tax rates will destroy most retirement savings%u2022How to finance your business or real estate projects with IRA or 401(k) investors%u2022Why our politicians would like to end the IRA and 401(k) benefits now availableWith most Americans facing a large gap between what they have in their retirement savings and what they need to retire on, this book is a must read for anyone seeking financial freedom.
Most people have never heard of Self-Directed IRAs (SD IRAs)... And those who discover them, can't believe no one ever told them about them beforehand. $20 Trillion Americans have some $20 trillion (yes trillion!) in retirement dollars (IRAs, 401k, etc.). About 97% of those dollars are invested in Wall Street, i.e. stocks, bonds and mutual funds. Many people are unhappy with the Market, but don't know what else to do. Go Off Wall Street Only a small percent have learned that they can take their retirement dollars out of Wall Street and invest them elsewhere. For instance, they can invest in real estate; in bitcoin and other cryptocurrencies (very hot now); in gold and precious metals; in tax liens; in loans and mortgage notes. Some are even investing in things like Arabian race horses, treasure hunt amusement parks, Hollywood films, etc. An SD IRA opens up an entirely new field of opportunity that most people in the $20 trillion group have no idea exists. Why This Book Is Different The challenge has been informing people of this: letting them know that it exists and explaining it simply in ways everyone can understand. That's what this book by Jeff Astor is about. It explains all the basics in plain English. In an hour or so of reading, you will learn 95% or more of the basics about SD IRAs. And the part you don't know, you'll know how to find it and/or whom to ask. This book is a breakthrough in that regard. No other book on the subject explains so much so simply so succinctly. The author has manned the phones at Broad Financial, an industry leader in self-directed plan, daily for five years. He's been in contact with some 10,000 people during that time, explaining the basics and clarifying even the most complex questions with straightforward answers. Now, he's distilled his knowledge in one place, in a "quick no-nonsense guide," breaking down the information into small, bite-size chunks, and even throwing in a little humor. Read it and learn about something that may change your life in ways you never thought possible. Some Of The Things You'll Learn Why Are People Self-Directing? You'll learn about diversifying, rebalancing, hedging against a recession and more. What Can I Invest In? Though real estate is the most common, you can also invest your IRA in Bitcoin and other cryptocurrencies, gold, tax liens, loans, startups, peer-to-peer platforms, exotics and more What Can't I Invest In? You'll learn exactly what to stay away from so that you remain clear of any troubles with the IRS Real People, Real Stories One of my favorite chapters because it's about people like you The 2 Types of SD IRAs: Custodial & Checkbook A key chapter that clearly explains the two fundamentally different self-directed IRA models in the business. Beware of Scams, Fly-By-Nights, Pajama Salesmen & Bad Customer Service Yes, pajama salesmen, other nightmares and how to avoid them all. And much more...
Investors, shell-shocked by the "Great Recession" of 2008-2009, are looking for answers, for something fresher than the old 'buy-and-hold' mantra. They hunger for stability, yet yearn for growth to rejuvenate their battered portfolios. Ray Lucia's The Buckets of Money Retirement Solution: The Ultimate Guide to Income for Life provides just that—a reassuring and scientifically proven strategy that gives investors both growth and income. Lucia, a Certified Financial Planner who's helped thousands of people invest more than $2 billion, explains how to spend down 'safe' buckets (containing, for example, Treasuries, CDs, bonds), while leaving a riskier bucket (real estate, stocks and alternative investments) to grow long-term. This strategy shields investors from the short-term ups and downs of the market. And it gives them the courage and discipline to stay invested no matter what the future holds. Written in a breezy, accessible style and loaded with tons of examples and clear, specific calculations, the book explains how to set your financial goals, divvy up your money accordingly, and then invest intelligently. With this book as your guide, readers will learn how to achieve both income and growth while at the same time reducing risk. "All in all," Lucia writes, "this plan is akin to a sports car that seats six, approximating the best of both worlds. In this case by being a conservative strategy that’s also growth-oriented." Almost every kind of investment—stocks, bonds, commodities, real estate—plunged in the past year or two, turning off millions of investors who'd been planning for and counting on a reasonably comfortable retirement. These retirees or near-retirees need solutions ... something fresher than the old 'buy-and-hold' mantra. Yet here's what they hear from the financial-services industry: Set up an asset-allocation model, then take a systematic withdrawal to support your retirement ... remembering, of course, to rebalance the accounts to remain in sync with the model. Wrong! That maximizes the advisors' fees but doesn't protect the investors' assets during the tough times.
Your Guide to Self-Directed Retirement Investing
The Self-Directed IRA Handbook is the most widely used book in the self-directed IRA industry. The first edition was released in 2013 and sold over 20,000 copies. The Second Edition added 80 new pages of content and three new chapters (solo 401(k), cryptocurrency, valuations) with over 50 new citations. The Handbook, now in its Second Edition, clearly explains the prohibited transaction rules, investment structures, common self-directed IRA investment assets (real estate, private company, IRA/LLCs, private equity, hedge funds, crowdfunding, crytpocurrency, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 150 citations to cases, statutes, rulings, and opinions from the IRS and DOL.
You can either learn to invest your money now, or face the fact that you may not get to retire! Today only, get this bestseller for a special price. If managed correctly, investing in a 401k plan can make an investor enjoy an early and wealthy retirement. This guide will set some foundations that will help you manage your 401(k). With the right basic principles in place, you'll be in a better position to make the decisions that relate to your individual financial situation. Here Is A Preview Of What You'll Read... 401(K) Investments Traditional 401(K) Plan Self Directed 401(K) Investment Plan Safe Harbor 401(K) Investment Plan Tiered Profit Sharing 401(K) Plan Why Should You Invest In 401 Investments? 401(K) Should Be Your Starting Point How To Choose Which Investment Is Right For You Exploit Compounding Interest Pick The Best Savings Rate For You And much, much more! Download your copy today! Take action today and download this book now at a special price!
Attention all Self-Directed Qualified Account (SDQA), Self-Directed IRA (SDIRA), SoloK, or Rollover Business Startup (ROBS) holders! Are you prepared for the intricacies of estate planning specific to these types of accounts? This book is your ultimate resource, providing invaluable knowledge to help you avoid prohibited transactions, distributions, and even account disqualification. The consequences of mishandling the transfer of SDQA assets after the death of the Account Owner (AO) can be severe. But fear not, because this book is here to guide you through the process with clear, concise explanations of the proper procedures, making compliance a breeze. Behind the expertise of this book is the author, a former personal banker who found his passion for SDQAs after a career-altering merger. Enrolling in law school and serving in the military, he later faced a back injury that led him to discover the world of self-directed IRAs and ROBS. Armed with his knowledge and experience, he now shares his insights with you to ensure your estate plan is properly prepared for the seamless transfer of assets when the time comes. Why waste tens of thousands of dollars on unnecessary taxes and legal fees when you don't have to? Just like a brief, six-minute phone call saved a caller from a hefty tax bill, this book has the potential to provide you with the same invaluable advice. Not all professionals possess the answers to the questions tackled in this book, so it's crucial to empower yourself with the knowledge found within these pages. And if you find it helpful, don't hesitate to share it with others who could also benefit. Remember, though, that reading this book does not replace professional advice, and if you require legal assistance with the IRS, seek the services of a qualified professional. Dive into the world of self-directed qualified accounts and the nuances of estate planning, taking control of your financial future. This comprehensive guide will demystify the complexities and ensure a smooth transfer of wealth. Don't miss the opportunity to save thousands and pave the way for a stress-free estate planning process. Key features of this book: - Detailed explanations of the estate planning nuances specific to Self-Directed Qualified Accounts. - Step-by-step guidance to help you avoid prohibited transactions, distributions, and account disqualification. - Insights from a former personal banker and expert in the field. - Real-life examples of how proper estate planning can save you from hefty tax bills. - A roadmap to navigate the complexities and ensure the seamless transfer of wealth. - Sharing-worthy knowledge that not all professionals possess. Master estate planning for your Self-Directed Qualified Account with expert guidance. Prepare for a seamless transfer of wealth and avoid costly mistakes. Empower yourself with invaluable knowledge today!
Unleash the Retirement of Your Dreams with the Ultimate Retirement Planning Guide Book! Are you ready to take control of your retirement and turn your golden years into your most vibrant, fulfilling era yet? Look no further! The "Retirement Planning Guide Book" is your comprehensive roadmap to a retirement that's not just comfortable, but downright exhilarating. Crafted with the no-nonsense, punchy wisdom reminiscent of top financial experts, this guide is packed with strategies, insights, and action plans tailor-made for those who dare to retire boldly. Why This Book Is A Must-Have: Strategies to Supercharge Your Savings: Discover powerful techniques to maximize your retirement savings, ensuring you have the funds to enjoy your retirement to the fullest. Investment Wisdom for the Wise: Cut through the noise with straightforward advice on building a robust investment portfolio that stands the test of time and market fluctuations. Income Streams Unleashed: Learn how to diversify your income streams, turning passions into profitable pursuits that enrich both your wallet and your life. Estate Planning, Simplified: Navigate the complexities of estate planning with clear, actionable advice to protect your assets and leave a lasting legacy. Healthcare Hacks: Stay ahead of healthcare costs with savvy strategies that safeguard your health without draining your finances. Inside, You’ll Discover: Bulletproof tactics for beating inflation and preserving your purchasing power. Step-by-step guides to maximize Social Security benefits, ensuring you get every penny you deserve. The secrets to leveraging digital assets and international investments for explosive portfolio growth. How to craft a dynamic, fulfilling retirement lifestyle that goes beyond the financials to bring you joy, purpose, and adventure. Practical wealth retirement ideas at the end of each chapter, giving you immediate actions to start securing your dream retirement today. Who This Book Is For: Whether you're in the thick of your career, eyeing the horizon of retirement, or already exploring your retirement options, this guide is your ally. It's for the forward-thinker, the planner, the dreamer, and the doer. If you're ready to take charge of your retirement journey and create a future that's not just secure but is also rich with possibilities, "Retirement Planning Guide Book" is the tool you need in your arsenal. Don't Settle for an Ordinary Retirement: Retirement is your time to shine. It's your reward for years of hard work, and it's your opportunity to live life on your terms. With the "Retirement Planning Guide Book," you're not just planning for retirement; you're planning for the life you've always wanted. Get Your Copy Today and Start Building the Retirement You Deserve!
No need to panic. Written by financial experts, this essential guide tells investors how to keep their investments safe in this difficult economy. Readers will discover how economic upswings and downturns affect investment plans, and what can be done to anticipate these trends; changes in investment rules and guidelines and their impact on 401(k)s and IRAs; and how to identify the proper investment decisions for their needs. - On NPR's March 7, 2008, broadcast of All Things Considered, discussion centered on new weaknesses in the economy, and quite a bit of time was devoted to a story on how to protect your 401(k) - In 2000, 40 million 401(k) participants had an average account balance of about $50,000 and total assets of $2 trillion