October 27, 2010 | by Steve Dix, QKA As the market rebounds from the lows of 2009 I find participants who were so eager to bail out of the market a year ago are now throwing money at mutual funds as if they have forgotten the pain of the last bear market. Is it true [...]
How to Own Gold In Your 401(k)
When it comes to investment options in 401(k) plans, most plans really fail. There is one investment that I really like to use in my 401(k) and it is called an ETF or Exchange Traded Fund. An exchange traded fund is basically a mutual fund that trades like a stock. The benefits include sector specialization, [...]
Holding a Mortgage Note in Your IRA or 401k
Posted in: 401k Loans, Articles of Interest, Legislation/Regulations, Plan Participants, Plan Sponsors- Aug 29, 2010
No Comments
A lot of clients have asked me whether they can hold the mortgage on their house or a business property inside of their IRA or 401k plan. This is an interesting question, especially in light of the ultra low interest rate that the Fed is forcing upon us to help bail out the housing industry. [...]
