Questions? Call (888) 226-6022 

Goals

Understanding Your Goals when Saving for Your Retirement

The first step toward any type of retirement plan is to have a grasp on what your goals are. When would you like to retire and how much will it take for you to have in your portfolio to live the type of lifestyle you imagine? Each person is different and it is important to differentiate plans and strategies depending on the individual.

So to help you understand where you are now and what goals you should set, we have put together some easy-to-use calculators for you. These tools will show you how much money you need to set aside in order to retire the way YOU want to.

The USelfEvaluator – Portfolio Analysis Tool

This tool will help illustrate the difference between traditional portfolios and a self-directed portfolio.

Compound Interest Calculator

One of the most powerful investment forces is the power of compounding interest. Learn about how using it could transform your retirement.

IRA Account Type Analyzer

Traditional? Roth? Learn which type of account will earn you the most money and cost you the least in taxes.

Ok your goals are set, now what?

Once you have an idea of what you want to achieve, it is time to start thinking about what type of investment strategy is going to help you actually accomplish your goals. Many “Investment Firms” claim to cater plans to your every need, but at the root of their service they are offering everyone the same generic product. At the end of the day, you end up investing in the same things that everyone else is investing in… Now how is that designed to fit your specific needs?

A self-directed IRA puts YOU in the driver seat. YOU determine which investments are right for you, and YOU decide how you want to invest in them. Not only can you invest in stocks and mutual funds; you can invest in real estate, gold, raw land, corporations, and much more. Have you ever heard the saying “Invest in what you know?” well a Self-Directed IRA allows you to do just that.

Learn more about more specific Investment Options and Self-Directed IRA basics