Thinking ahead about how investing can support financial goals is the purpose of planning. Naturally, there’s lots of talk about common planning targets: retirement and college. But there’s also consideration of how to achieve multiple goals at various stages of life — whether covering basic needs or leaving a legacy — and how taxes and tax planning could impact results. Articles in the planning category allow you to clarify how today’s decisions can impact efforts to grow, manage, and maintain wealth.

The Basics of Self-Directed IRAs

Self-directed IRAs allow nontraditional investments such as rental properties and private placement securities to be held inside a retirement account. Here are the basics to know if you’re considering these types of investments within an IRA.