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Tag: self-directed IRA

Real Estate Has a Place in a Diversified Retirement Portfolio

Watch this video on YouTube What’s the best way to hold real estate in a retirement portfolio? For many investors, the answer seems to be “not at all.” That’s not the right answer. This asset class, appropriately owned, can help support you...

Rick Featured in Wall Street Journal

For a financial planner, there’s nothing like being featured in The Wall Street Journal. Unless, maybe, the featured story is about one of your long-ago investment mistakes. Rick’s cautionary tale about buying a tax-lien certificate opens an article about...