Main Menu
Schedule A Call
Main Menu
Schedule A Call
Schedule A Call
Top 10 retirement questions

The Top 10 Most Important Retirement Plan Questions to Ask Yourself

Tips and Tricks /

Retirement isn’t just about leaving the workforce. It’s about entering a new phase of life with purpose, clarity, and financial confidence. In a recent episode of the Investors Row podcast by IRA Club, President Dennis Blitz and Sponsor Care Manager, Kasia Baldus, explored essential questions everyone should ask before retiring. Whether you’re years away or […]

The Top 10 Most Important Retirement Plan Questions to Ask Yourself Read More »

Mid Atlantic Fund Guest blog (1)

The Effect of New Tariffs on Construction Costs & Real Estate Investment Strategies

Investor Education, Real Estate /

Rising construction costs are reshaping the landscape for real estate investors. With new tariffs driving up the price of key materials, development budgets are tightening—and so are margins. These shifts are creating ripple effects that touch everything from housing affordability to investment strategy. In this post, we’ll break down the latest economic data, explore how

The Effect of New Tariffs on Construction Costs & Real Estate Investment Strategies Read More »

Investing in RE syndication

Should I Invest in a Real Estate Syndication?

Investor Education, Real Estate /

Real Estate Syndications are gaining popularity among investors looking for passive income, portfolio diversification, and access to larger-scale real estate projects. There are countless types of Syndications under the heading of Real Estate Syndication: · Single-Family Home Syndications · Multi-Family Property Syndications · Affordable Housing Syndications · Storage Unit Syndications · Recreational Land or Park

Should I Invest in a Real Estate Syndication? Read More »

Checkbook Control IRA v Custodial IRA

Checkbook Control IRA vs Custodial Self-Directed IRA: Which Is Best for Your Retirement?

Investor Education, Uncategorized /

When exploring self-directed IRA options, many investors face a crucial decision: Should they choose a Checkbook Control IRA or a custodial self-directed IRA? As retirement planning becomes increasingly complex, understanding these two IRA structures can make a significant difference in how you manage your investments. Let’s cut through the noise and explore both options without

Checkbook Control IRA vs Custodial Self-Directed IRA: Which Is Best for Your Retirement? Read More »

The Opportunity to Build a Big (Really Big) Retirement Account (1)

Maximizing Retirement Savings with a Solo 401(k): Opportunity to Build a Big (Really Big) Retirement Account

Solo 401K /

A Solo 401(k) is one of the fastest ways to grow a large retirement account for yourself and your family. Solo 401(k)s of a million dollars and more can be built in a matter of years not decades. Read the article below to see if you qualify for your own Solo 401(k).   Do I

Maximizing Retirement Savings with a Solo 401(k): Opportunity to Build a Big (Really Big) Retirement Account Read More »

When is the best time to convert a Traditional IRA to a Roth IRA

When Is the BEST Time to Convert a Traditional IRA to a Roth IRA?

Roth Conversion, Taxes, Tips and Tricks, Uncategorized /

Converting to a Roth IRA   Let’s Do This Together There is an election coming up in November. Eventually, Congress will wake up to the need to reduce our massive national debt. The only ways to accomplish #2 are: Take an axe to government spending. Increase income tax rates. That’s it. Just two choices. So

When Is the BEST Time to Convert a Traditional IRA to a Roth IRA? Read More »