Celebrating Over 21 Years of Excellent Service
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+623-882-9968
Celebrating Over 21 Years of Excellent Service

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Small Business Retirement Plans

Small Business Retirement Plans

Data updated 2-4-2020 The US Small Business Administration (SBA) released a report which highlighted a concern - only about a third of small or midsized business owners have an IRA. Even of this small majority, a further third were the only ones actually making...

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SEP IRA vs Self Directed IRA: Which is better?

SEP IRA vs Self Directed IRA: Which is better?

Most small business owners worry about financial security since they are not covered under an employer-sponsored retirement plan. However, with the improvements in IRA plans over the years, it has now become possible for small business owners to secure their life...

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Paying Off Debt Before Retirement

Paying Off Debt Before Retirement

The common mistakes most of us make while saving for retirement is not calculating the rate of inflation and contingencies like long-term illness or accidents, which can drastically cut off your income flow. The major reasons why our retirees are suffering from debt...

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What Is The Best Age To Retire in US

The optimal age to retire in the United States is a complex question with no definitive answer, however the average retirement age in the United States is 62. It hinges on a variety of factors, including financial security, health, and personal preferences. While...

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6 Retirement Myths You Must Not Fall For

6 Retirement Myths You Must Not Fall For

Planning for something which is stretched out far away in the future is not always a top priority in most people’s lists. This is true in the case of retirement planning too. I have seen too many people taking a casual approach to saving because of the various...

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Non Recourse Loans for Self Directed Accounts

Non Recourse Loans for Self Directed Accounts

What is a Non-Recourse Loan? Self-Directed IRAs and Self-Directed 401k’s are allowed to use leverage (loans) for real estate investments. The loans are called non-recourse. What this means is the lender, either private or commercial cannot ask the owner of the...

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Best Retirement Plans to Choose From

Best Retirement Plans to Choose From

Retirement plans are ultimately special investment accounts with a tax shield. These plans have been designed to help you save to meet your retirement goals. Some retirement plans even give you the option to invest in a variety of avenues, which are diverse and offer...

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