The recent failures at Silicon Valley Bank and Signature bank have a lot of investors on edge. People are wondering if these are isolated instances or if there is a larger threat to the banking system. Most importantly, savers are…
Entrepreneurs who are looking to start, acquire, or grow a business often consider using retirement funds. For many people, their 401(k) or IRA may represent their largest amount of savings. There are three ways you can access retirement funds to…
A self-directed Solo 401(k) is a great retirement plan. With high contribution limits and the ability to invest in anything the IRS rules allow for like real estate and private equity, the Solo 401(k) is one of the best ways…
The internet is a great thing. Safeguard Advisors would not exist without the ability to market our very specialty services surrounding self-directed IRA and Solo 401(k) plans to a national audience. Even in a big city like Los Angeles or…
Investors with self-directed IRA and Solo 401(k) plans are always looking for ways to put their tax-sheltered savings to work that can produce better than average returns. Investing in notes is a popular choice. When done well, note investing can…
Since the Consolidated Appropriations Act of 2023 was signed by President Biden on December 29, 2022, we have been reviewing the details. At over 350 pages, there is a lot to sort through. The omnibus budget package consolidated retirement rules…
On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023. The act includes over 350 pages of new retirement plan rules that comprise the much-anticipated SECURE Act 2.0. SECURE 2.0 implements a long list of significant changes…
The IRS on October 21st announced updates to IRA and 401(k) contribution limits for the 2023 tax year. The increases are some of the biggest in years and impact all investors from those with a contributory IRA to participants in…
A self-directed Solo 401(k) is one of the best retirement plan options for independent entrepreneurs. With a self-directed Solo 401(k), you can invest in anything the IRS rules allow for, including real estate, venture capital, cryptocurrency and more. Being able…
One of the benefits of the Solo 401(k) is the ability to borrow from the plan. As a qualified employer 401(k), a Solo 401(k) can issue a participant loan — just like a larger employer 401(k) style plan. For the…
