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Download as a PDF Introduction to IRA Fees IRA custodian fees can quietly erode the long-term value of your self-directed retirement account. Yet many self-directed IRA and self-directed 401(k) plan custodians bury their costs and charges in complex fee schedules that are difficult to compare and easy to underestimate. If you plan to hold real […]
Download as a PDF A 401(k) plan can be a powerful retirement savings tool. However, many plan participants eventually want more control over how their retirement funds are invested, especially when they would prefer to invest in real estate, real estate related assets such as promissory notes secured by deeds of trust or mortgages, tax […]
Download as a PDF The fee structures of a self-directed IRA or a self-directed 401(k) plan can have a direct and long-lasting effect on investment performance. By the end of this article, you will understand how layered IRA and 401(k) plan custodian fees (i.e., the nickel and dime approach) can reduce long-term growth, why percentage-of-value […]
Introduction In the current landscape of financial services, the push toward automation is relentless. “Robo” solutions and algorithm-driven platforms promise efficiency, speed, and lower costs. For standard, publicly traded securities, these technological advancements work exceptionally well. However, as a financial advisor, you know that your most valuable clients often require solutions that fit outside the […]
