Toll-Free (866) 447-6598

What’s new about the Accredited Investor Status?

Accredited Investor Status Are you “Accredited”? Accredited Investor is a term used by the Securities and Exchange Commission (SEC) to describe investors who are financially…

Read more

Taking RMDs in 2020

Your need to take a 2020 RMD is waived Earlier this year the CARES Act was signed into law. One of the benefits of this…

Read more

IRA Prohibited Transactions

You have a Self-Directed IRA, but do you know the rules? Some of these rules are referred to as IRA Prohibited Transactions. While the IRS…

Read more

Attention:

uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.