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Simplified Employee Pension (SEP)

Are you Self-Employed?  If so you may  find the Simplified Employee Pension (SEP) to be helpful when it comes to tax savings and planning for…

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Self-Directed Traditional IRA

The Traditional IRA is the most common type of Individual Retirement Arrangement (IRA).  Why?  Well, it is probably because most people rollover their employer’s pre-tax…

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Self-Direct Your Health Savings Account

A Health Savings Account (H.S.A.) is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified…

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Solo 401(k) with Multiple Business Partners

Can you open a Solo 401k for a business with multiple partners? When you think “Solo 401(k)” you probably think of a business with one…

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Making IRA Contributions in Your 70’s and Beyond

Over the past 20 years, the share of Americans working in their 70s has risen from less than 10% to nearly 15%, according to US…

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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.