Category Archives: articles

Roth IRA

A Roth IRA is an individual retirement plan that, except as explained below, is subject to the rules that apply to a traditional IRA. It can be either an account or an annuity. Individual retirement accounts and annuities are described in traditional IRAs. To be a Roth IRA, the account or annuity must be designated […]

Press Room

Asset Exchange Strategies, LLC is the leading Self Directed IRA advisory firm in the nation. This web page contains just a small number of the articles and press releases that have been written about our organization. This page is also a great resource to learn about our company, to increase your knowledge concerning self directed […]

Owner Simple Contributions

Contributions to a SIMPLE IRA Plan Employer Contributions Contributions to a SIMPLE IRA are made up of salary reduction contributions and employer contributions. You, as the employer, must make either matching contributions or nonelective contributions. The employer may choose either method of making employer contributions on a yearly basis. Eligible employees must be told during […]

Buy a Business

by Self Directed IRA Advisors Lucky are those who have 401(k) plans provided by their employers. They probably don’t realize how lucky they are until they get the golden handshake or are offered a severance package that’s too difficult to say no to. If their 401(k) funds were managed intelligently, then departing employees can take […]