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Private Placements
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Peter Locke

Private Placements in your IRA & 401(k)

A Self-Directed IRA (SDIRA) is very similar to a traditional IRA but gives you more ways to diversify your investments and retirement savings and can include using Private Placements. The SDIRA gives you greater control and flexibility by investing in things you know and believe in by widening your investment

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Articles
Peter Locke

Employer Student Loan Payments Made Permanent

One of the most popular “temporary” pandemic benefits is now here to stay. The “Big Beautiful Bill” (OBBBA) permanently extends the ability for employers to make tax-free contributions toward employee student loans. From Temporary to Permanent Before 2020, any student loan help from an employer was treated just like wages,

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