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Archive for the ‘Retirement Accounts’ Category

Some Retirement Plans Include Private Commercial-Property Funds

Tuesday, September 9th, 2014

Commercial real estate is a popular retirement choice, but Commercial Property Funds are far less common than those holding publicly traded Real-Estate Investment Trusts (REITs).

There are significant advantages, according to the Wall Street Journal.


Read the article here  (WSJ 9/5/14)

Revealing Hidden Costs of Your 401(k)

Sunday, July 10th, 2011

NY Times takes a look at the hidden and disproportionate costs a lot of us pay in company-sponsored 401(k)s.  Some of our clients have recently taken back control of their 401(k) accounts by rolling them over into self-directed IRAs, and then using those funds to invest in USI loans.  We can help you roll over your 401(k) too, and can even recommend some self-directed IRA custodians with whom our clients have had positive experiences.

Read the article: Revealing Hidden Costs of Your 401k (NY Times, 6/10/11)