We are excited to roll out a big change that will greatly streamline the bank account setup process for new checkbook IRA and Solo 401(k) plans. Starting June 1, 2023, Safeguard Advisors will offer concierge banking setup with Solera National…
A self-directed IRA, with its expanded options for investment choices, can be a great tool for creating wealth. Protecting that wealth is just as important as building it. Fortunately, there are steps you can take to mitigate risk in your…
A self-directed Solo 401(k) provides a great amount of flexibility when it comes to investing your retirement savings. As part of designing your plan to best suit your investing goals, it pays to give consideration to the structuring of financial…
If you’ve recently purchased a rental property with your self-directed IRA, then you probably have an important question on your mind: Should I self-manage my IRA property, or hire a property manager? The truth is, this is an ongoing question…
When building your retirement savings with self-directed IRA or Solo 401(k), it is not just about how you invest. Making new contributions to your retirement plan is a crucial aspect of creating long-term wealth with these tax-sheltered vehicles. As the…
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…
