Five Things to Consider Before Consolidating Retirement Accounts
Edward Collins, founder and wealth adviser at Artisan Wealth Management in Lebanon, NJ, recommends consolidating retirement assets in a self-directed IRA.
Read the article here.
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Advanced Insights to Self Directed Retirement Accounts
Need some help understanding the ins-and-outs of self-directing your retirement investments? Then you've come to the right place. In this STC webinar you'll:
- Learn about using leverage in your retirement portfolio through non-recourse loans
- Understand what investments may trigger UBIT or UDFI
- Decide if you should investigate a Roth conversion for your account