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IRA

News Roundup
·Jun. 13, 2011

My New Lending Club IRA Debuts at 17%

A couple of months ago I opened a Lending Club Roth IRA. At the time I recorded a video of...
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Blog
·Apr. 7, 2015

Self Directed IRAs – Empowering Individuals to Unlock Their Portfolio Options

[Editor’s note: This is a white paper from Provident Trust Group. Provident Trust Group is a bronze sponsor and will be in...
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News Roundup
·Jan. 19, 2012

A Snapshot of All My P2P Lending Accounts

Today, I am going to open the kimono, so to speak, and provide an inside look at all six of...
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Fintech One-on-One Podcast
·Apr. 12, 2022

Podcast 353: Eric Satz of Alto

On this podcast episode I talk with Eric Satz, the founder and CEO of Alto, the leader in self-directed IRA investing for alternative assets
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Rocket Dollar mockups
Fintech
·Mar. 23, 2022

Rocket Dollar improves IRA alternative investment options

People can unlock the power of their IRA and 401K accounts by gaining the ability to purchase private and alternative investments.
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News Roundup
·Apr. 22, 2011

How to Turn Your Tax Refund into a Million Dollars

Now that tax season is behind us many of us will be wondering what to do with our tax refunds....
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Peer to Peer Lending
·Mar. 27, 2017

Invest Efficiently with a Lending Club or Prosper IRA

The April 18, 2017 tax deadline also marks your last chance to fund a new traditional IRA or Roth IRA for 2016. Both...
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News Roundup
·Jan. 30, 2012

You Can Now Open a Prosper IRA

[Update 2/29/12: Prosper announced the minimum is now $5,000 and they will waive all IRA fees if investors have $5,000 invested...
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News Roundup
·Dec. 13, 2010

Don’t Throw Away Your P2P Lending Gains at Tax Time

As 2010 winds down it is always good to think about your tax situation. You might be very pleased with...
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News Roundup
·Mar. 27, 2012

A Roth IRA is a Great Option for P2P Investors

A few weeks ago Jeff Rose, a fellow blogger and certified financial planner was asked to give a speech at...
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