What Self-Directed Pension Plans Are
By Michael Freeman | Acacia Most retirement accounts operate inside a narrow corridor. A brokerage selects the available funds, the custodian sets the rules, and the account holder makes choices…
By Michael Freeman | Acacia Most retirement accounts operate inside a narrow corridor. A brokerage selects the available funds, the custodian sets the rules, and the account holder makes choices…
Business structuring is the process of designing the legal entity framework through which a business or investment portfolio operates. Done well, it creates meaningful separation between different activities and assets,…
Layered structuring refers to the use of multiple entities arranged in a deliberate hierarchy, where each layer serves a defined function and the combination of layers achieves outcomes that no…
Foundation of Risk Management The concept behind separating activities into distinct legal entities is not complicated, but it is frequently under-implemented. The idea is straightforward: when different activities have different…
By Michael Freeman | Acacia Business Solutions Most business owners think about risk in operational terms: the risk of a bad contract, a difficult client, an employee dispute, a product…
By Michael Freeman | Acacia Business Solutions A self-directed IRA strategy is a plan for using retirement account funds to invest in alternative assets within the IRS’s permitted investment framework,…
By Michael Freeman | Acacia Business Solutions The self-directed IRA is a legitimate and powerful planning tool, but it carries compliance obligations that are more demanding than those associated with…
By Michael Freeman | Acacia Business Solutions One of the operational frustrations with a conventional self-directed IRA is the transaction process. Every investment the IRA makes requires the custodian to…
By Michael Freeman | Acacia Business Solutions Most people who have an IRA have never thought about what they cannot invest it in. The account holds mutual funds, stocks, maybe…
By Michael Freeman | Acacia Business Solutions A nominee strategy is a plan for using nominee services as one component of a broader structuring arrangement, with a clear understanding of…