Retirement Planning & Education

Explore educational articles and resources about self-directed retirement accounts, allowable alternative assets, account requirements, and applicable IRS rules. Learn how self-directed accounts provide greater flexibility in choosing the assets held within your retirement account.

Related Articles & Resources

How To Save $1 Million For Retirement

Although the goal of saving $1 million for retirement seems a little farfetched, with some planning and good decisions, it can be a reality.

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Five Key Financial Behaviors

Recently, the Federal Reserve Board has identified five financial behaviors that are key to successfully saving for retirement.

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7 Facts To Consider For Retirement Planning

Retirement planning is a greatly advanced process, and we unequivocally urge retirees not to endeavor through it alone.

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Retirement Saving As A Small Business Owner

Small business owners are in a different boat when it comes to saving for retirement.

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The Lazy Man's Retirement Plan

At the end of the day, most people just want to relax and turn off their brains. They don’t want to think about their retirement accounts or investments.

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Why Are Beneficiary Designations So Important

Many people assume that their will or trust is enough to ensure that their money goes where they want it to when they pass away. However, when it comes to retirement accounts, annuities, or even life insurance policies, the person listed on your Beneficiary Designation Form will inherit that asset, even if that is no longer your intention.

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Downsizing During Retirement

A lot of people go through a downsizing period when retiring. Downsizing can include your living space, family heirlooms and other items.

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How to Make a Qualified Charitable Distribution (QCD): Step by Step

Learn how a Qualified Charitable Distribution (QCD) is completed, from providing instructions and sending funds to the charity through tax reporting.

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How To Double Your Retirement Overnight

Learn how to double your retirement savings and investments overnight.

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Frequently Asked Questions

How Do I Choose the Right Retirement Account?

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What Services Does Mountain West IRA Provide?

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Explore More With a Self-Directed IRA

A self-directed IRA allows you to choose from a broader range of allowable alternative assets, including real estate, promissory notes, precious metals, and more.

Mountain West IRA provides the administrative and recordkeeping services to support your account and process transactions at your direction.

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