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Baltimore Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.

Northern Virginia Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.

Kansas City Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.

Five Key Elements to Private Money Lending

Privately money lending through a Self-Directed IRA or 401(k) to real estate investors is a commonly used strategy that may grow retirement funds. In addition to consulting a team of advisers to decide if the debtor’s investment plans are in unison with your professional portfolio, there are a few case-specific characteristics to consider.

Saving for Retirement in 2019

How much you can contribute to your retirement plans each year depends in part on the annual limits. Sometimes these go up from one year to the next, and sometimes they don’t. Learn what’s changed and what hasn’t for 2019.