Using the Right Tool for the Job

Every day we talk to retirement investors who are desperate to get out of the stock market and have the option to invest into alternative assets.  Through online research, a newspaper or magazine article, or talking with a friend or co-worker, they discover the world of Self Directed IRAs. Some people we speak with have [...]

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2010 Roth IRA Conversions

With 2010 right around the corner, many of our forward-thinking Self Directed IRA investors have been asking us about Roth IRA conversions.  There seems to be something about Tax Free Investing that has captured their attention. 2010 marks the implementation of changes to the Roth IRA rules included in the Tax Increase Prevention and Reconciliation [...]

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Wake Up. Time Just Ran Out.

Traditional Wall Street wisdom says to “stay the course”…time is on your side.  But, a quick evaluation of current economic circumstances suggests otherwise. The majority of publicly traded companies such as Coca Cola, UPS, Delta Airlines and many others, have frozen traditional pension plans. Employer matching contributions to 401(k) plans have been put “put on [...]

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401(k) Losses: Who’s To Blame ?

60 Minutes, the CBS Sunday news show, recently did a story entitled “Retirement Dreams Disappear With 401(k)s”.  Here’s a brief excerpt: The effects of the current economic crisis have touched everyone. Even if you still have a good job and a paid up mortgage, chances are your monthly 401(k) statement will remind you that you’ve [...]

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The Self Directed IRA Value Leader

Safeguard Financial has always been “The Value Leader” among Self Directed IRA facilitators. From the beginning, we have priced our products and services as much as 40% lower than the competition, backed by our exclusive Low Cost Guarantee. Simply stated: If you can find a lower price for a comparable IRS compliant Checkbook IRA, Real [...]

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New Rules of the Game

Our favorite economist is Nouriel Roubini, a New York University professor who predicted last year’s economic crisis. Today, March 26, 2009, and reported on Bloomberg.com, he stated “U.S. stocks will fall and the government will nationalize more banks as the economy contracts through the end of 2009″. According to Stephen Leeb, PhD and Editor of [...]

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Franchise Funding Options

As the credit crisis continues, small business owners are finding it more and more difficult to obtain business funding they need to either sustain or to start up operations. Utilizing a Self Directed IRA, may well be the “best” solution for funding a Franchise. A recent article entitled “5 Unconventional Ways to Fund Your Franchise” [...]

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Small Business Bailout Action

With a Self Directed IRA Business Funding plan, you’ve got your own small business “bailout” plan in place. Most entrepreneurs don’t realize it, but there’s enough money in IRAs, 401(k)s and other pension and retirement plans to jump start the economy and fund all kinds of small business ventures. Recently, FoxBusiness.com published an article on [...]

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Safeguard Financial is an innovative provider of Self Directed IRA plans for individuals and entrepreneurs who want to take control of their own wealth building future. As the “Value Leader” in our industry, we offer a Low Cost Guarantee and lifetime consultation services for our clients. Regardless of your investment focus, our professionals have the expertise to help you accomplish your goals quickly, cost effectively and with the highest level of confidence.