One of the “best kept secrets” in the real estate industry is that you can invest with a self-directed IRA. Be sure to understand your options and the do’s and don’ts of investing in an IRA first.

While some Americans made it through 2020’s financial challenges relatively easily, a significant number have seen their financial security deteriorate – even those who maintained their employment. Employers can help these individuals rebuild their financial security.

Early versions of the SECURE Act 2.0 legislative proposal do not address three pressing retirement security issues in the United States: protecting retirement savings, boosting plan access and improving financial literacy.

As we emerge into a world reshaped by the pandemic, plan sponsors and providers will face new and ongoing challenges.

The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.