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About me

I started out professionally as a software engineer, but soon learned I had a strong affinity for real estate investing.  That led to my learning a whole lot about how to use IRA’s and 401(k)’s in some really creative ways… and now, when I’m not writing for Forbes or TheStreet.com or teaching lawyers about self-directed IRA’s for the University of California, I spend my time helping investors create extraordinary results in their retirement accounts… safely and easily!

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Get on the path to financial freedom.
21Years Experience
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1Purpose: To Make IRA's & 401k's Easy!

Why IRA's & 401(k)'s?

Huge Tax Benefits

Slash your income tax liability to zero!

Extraordinary Flexibility

It's possible to use your retirement money for nearly any kind of investment!

Legacy Building

Safely & easily download your wealth to future generations... on your terms

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Ninja-Level Self-Directed IRA/401(k) Investing Techniques For nearly 30 years, the Wall Street Journal ran a very famous advertising campaign called “The Tale of Two Young Men”.  The premise was simple:  Two young men with...

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Two More Politicians Taking Aim At Your Portfolio
Landlords & Creditors Prohibited from Taking Action Against Federal Workers, Contractors, During Shutdown
3 Small Towns You Never Realized Hosted Fortune 500 Companies

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Need Help Making The Most of Your IRA or 401(k)?

Whether you're investing your retirement in stocks, real estate or anything else, I can help you make it safer, easier and more profitable!