Self-directed IRA

New to The Street Announces TV Corporate Appearances, broadcasting Episode 518 on Newsmax and Episode 519 on FOX Business Network, Airings start on Saturday, October 7, 2023, at 3:30 PM ET

Retrieved on: 
Friday, October 6, 2023

NEW YORK, Oct. 06, 2023 (GLOBE NEWSWIRE) -- FMW Media's New to The Street announces its corporate TV appearances on Newsmax and the FOX Business Network.

Key Points: 
  • NEW YORK, Oct. 06, 2023 (GLOBE NEWSWIRE) -- FMW Media's New to The Street announces its corporate TV appearances on Newsmax and the FOX Business Network.
  • As a clinical-stage biopharmaceutical Company, Vincerx leverages its oncology expertise, focusing on developing new and advanced novel cancer drugs.
  • The interview will air on Newsmax, episode 518, on October 7, 2023, at 3:30 PM ET, and the FOX Business Network, episode 519, on October 9, at 10:30 PM PT.
  • The interview will air on Newsmax, episode 518, on October 7, 2023, at 3:30 PM ET, and the FOX Business Network, episode 519, on October 9, at 10:30 PM PT.

Vetted Retirement Technologies Introduces Innovative Platform-as-a-Service to Revolutionize IRA Facilitation

Retrieved on: 
Monday, October 16, 2023

This innovative platform enables companies to operate a self-directed IRA facilitation service in a turn-key fashion, allowing them to keep their IRAs in-house and enhance the overall user experience.

Key Points: 
  • This innovative platform enables companies to operate a self-directed IRA facilitation service in a turn-key fashion, allowing them to keep their IRAs in-house and enhance the overall user experience.
  • The traditional method of referring customers to external self-directed IRA companies has often resulted in a suboptimal user experience, characterized by confusion, delays, and a lack of transparency.
  • Vetted Retirement Technologies, founded by industry veteran Joey DiDomenico, aims to address these pain points by offering a seamless and user-friendly platform that ensures a smooth onboarding process and superior customer interaction.
  • Vetted Retirement Technologies , based in New York, NY, is a revolutionary firm specializing in providing innovative solutions for private investment sponsors to manage IRAs effectively.

New to The Street Announces Episodes 510 and 511 Six Corporate Interviews, airings on Newsmax and FOX Business Network, Broadcastings Begin Saturday, September 16, 2023, at 3:30 PM ET

Retrieved on: 
Friday, September 15, 2023

NEW YORK, Sept. 15, 2023 (GLOBE NEWSWIRE) -- FMW Media's New to The Street announces their corporate interviews for episodes 510 and 511 that will air on Newsmax and the FOX Business Network.

Key Points: 
  • NEW YORK, Sept. 15, 2023 (GLOBE NEWSWIRE) -- FMW Media's New to The Street announces their corporate interviews for episodes 510 and 511 that will air on Newsmax and the FOX Business Network.
  • Sustainable Solutions - The Sustainable Green Team, Ltd.'s (OTCQX: SGTM) ($SGTM) interview with Brian Rivera, Director of Administration, and Brian Meier, Chief Operating Officer.
  • Dr. Lederman tells viewers that data from its FDA Phase 2 proof-of-concept PREVAIL study of TNX-102 SL shows top-line results in combating fatigue.
  • Alain invites everyone to join their online chat sessions, Monday-Friday, 9 AM-6 PM ET, to learn more through a comprehensive Q&A platform.

BitIRA Publishes 5th Annual Crypto Tax Q&A

Retrieved on: 
Wednesday, March 1, 2023

BURBANK, Calif, March 1, 2023 /PRNewswire/ -- BitIRA – pioneer of the first insured cold storage solution for cryptocurrency retirement accounts – published its fifth annual Crypto Tax Q&A this week.

Key Points: 
  • BURBANK, Calif, March 1, 2023 /PRNewswire/ -- BitIRA – pioneer of the first insured cold storage solution for cryptocurrency retirement accounts – published its fifth annual Crypto Tax Q&A this week.
  • This collaboration brings together the most frequently-asked tax questions from crypto investors and provides answers from the nation's top cryptocurrency tax experts.
  • Jeremy Warner, Head of Sales at BitIRA, said, "We're doing our best to prevent those tax season headaches that affect so many people this time of year."
  • Specific topics covered in the crypto tax FAQ include:
    Tax liabilities on staked assets, airdrops and yield farming
    Among other tax related content, BitIRA also has an extensive page on crypto taxes , a directory of CPA advisors from around the country who are knowledgeable of crypto taxes, and an exclusive guide on crypto taxes.

Apex Fintech Solutions’ Data Highlights Millennials as the Most Active Traders in Fourth Quarter; Three-Year Lookback Shows Rise of Self-Directed and Wealth-Tech Traders

Retrieved on: 
Wednesday, February 22, 2023

Apex Fintech Solutions (“Apex”), a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all, today released its Fourth Quarter 2022 Apex Next Investor Outlook (“Q4 ANIO Report” or the “report”).

Key Points: 
  • Apex Fintech Solutions (“Apex”), a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all, today released its Fourth Quarter 2022 Apex Next Investor Outlook (“Q4 ANIO Report” or the “report”).
  • New to the report is a longer-dated lookback at investor activity over the last three years.
  • Across generations, over 40% of positions that saw trading activity had buy activity only, with Gen Z having the lowest buy-only percentage of 37%.
  • For Gen X, TSLA spent nine consecutive quarters in the top spot; for Gen Z, TSLA had a four-quarter streak.

IBN Announces Latest Episode of The Bell2Bell Podcast featuring Mat Sorensen, Author of The Self Directed IRA Handbook

Retrieved on: 
Wednesday, February 15, 2023

The Bell2Bell Podcast delivers informative updates and exclusive interviews with executives operating in fast-moving industries.

Key Points: 
  • The Bell2Bell Podcast delivers informative updates and exclusive interviews with executives operating in fast-moving industries.
  • Bell2Bell’s latest podcast features Mat Sorensen , CEO of Directed IRA and author of The Self Directed IRA Handbook , a practical and comprehensive guide to IRA planning.
  • The latest installment of The Bell2Bell Podcast continues to reinforce IBN’s commitment to the expansion of its robust network of brands, client partners, followers, and the growing IBN Podcast Series .
  • For more than 17 years, IBN has leveraged this commitment to provide unparalleled distribution and corporate messaging solutions to 500+ public and private companies .

Eaton Partners Acts as Exclusive Placement Agent For Blue Ridge Construction Capital

Retrieved on: 
Thursday, November 10, 2022

ROWAYTON, Conn., Nov. 10, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), a leading placement agent and financial advisory firm and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce it has acted as exclusive placement agent for Blue Ridge Construction Capital (BRCC), a building products focused private equity firm that invests in family and founder-owned businesses.

Key Points: 
  • ROWAYTON, Conn., Nov. 10, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), a leading placement agent and financial advisory firm and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce it has acted as exclusive placement agent for Blue Ridge Construction Capital (BRCC), a building products focused private equity firm that invests in family and founder-owned businesses.
  • Congratulations to the Blue Ridge Construction Capital team on a successful capital raise, said Peter Martenson, Managing Director, GP Advisory, Secondaries, and Directs at Eaton Partners.
  • Eaton Partners subsidiary Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA).
  • Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company.

Eaton Partners Acts as Exclusive Placement Agent and Financial Advisor to Allied Industrial Partners

Retrieved on: 
Tuesday, November 8, 2022

ROWAYTON, Conn., Nov. 08, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), one of the largest placement agents and financial advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce that it has acted as exclusive financial advisor and placement agent for Allied Industrial Partners LLC (AIP), an industrial-focused middle market private equity firm based in Houston, Texas.

Key Points: 
  • ROWAYTON, Conn., Nov. 08, 2022 (GLOBE NEWSWIRE) -- Eaton Partners (Eaton), one of the largest placement agents and financial advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce that it has acted as exclusive financial advisor and placement agent for Allied Industrial Partners LLC (AIP), an industrial-focused middle market private equity firm based in Houston, Texas.
  • Eaton also served as the exclusive placement agent and financial advisor for AIPs acquisitions of Waste Eliminator earlier this year and CES Power in 2021.
  • Eaton Partners subsidiary Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA).
  • Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company.

Directed IRA Announces One Billion in Assets Under Administration in 3 Years

Retrieved on: 
Tuesday, November 1, 2022

These are all assets your IRA can own but you must have an IRA account provider who allows these assets in their accounts.

Key Points: 
  • These are all assets your IRA can own but you must have an IRA account provider who allows these assets in their accounts.
  • Directed IRA's mission is to make it easy to invest in alternative assets with an IRA.
  • Directed IRA by Directed Trust Company is a licensed trust company in Arizona assisting IRA customers nationwide.
  • Learn more about investing in alternative assets with an IRA at Directed IRA at: www.directedira.com
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New Book Reveals Secrets to Building Wealth Tax-Free Legally Using Self-Directed IRAs

Retrieved on: 
Thursday, September 8, 2022

HOUSTON, Sept. 8, 2022 /PRNewswire/ -- Self-Directed IRA Secrets Revealed by H. Quincy Long provides a clear overview of alternative investment strategies that gives investors more control over their investment choices and potentially reduces risk.

Key Points: 
  • Long, a nationally recognized expert in Self-Directed IRAs, wrote Self-Directed IRA Secrets Revealed to make this method of investing understandable and accessible to readers who may not have a legal or financial background.
  • A licensed attorney in the state of Texas, Long has more than 30 years of experience specializing in real estate transactions and investing.
  • "Self-Directed IRAs are a great tool for diversification if you don't want to risk all your hard-earned money in the stock market.
  • Long will be signing books and sharing insights and strategies for building wealth using Self-Directed IRAs at the upcoming Quest Expo, the nation's largest alternative investing conference.