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The Latest from Tim Berry

Self-Directed IRA & 401(k) Insights

Court cases, IRS rulings and practical commentary on keeping your self-directed retirement plan compliant.

51 articles · Page 5 of 5

  • 2 min read

    Saving for Retirement?

    A lot of people talk about saving for retirement, but are they? Sure, they don’t spend the money, but what do they do with? Invest in the stock market?…

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  • 1 min read

    Roth 401k Conversions

    When the new Roth 401ks (fancy name is designated Roth account) came out, a lot of people thought they would be able to convert their 401ks into Roth…

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  • 1 min read

    Want to use IRA funds to start a business?

    A lot of people are promoting the idea that you can use IRA or 401k money to start up a new business. The IRS calls these particular strategies, ROBs…

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