Real Estate Investment Potential with a Self-Directed IRA
In the realm of retirement planning, the conventional approach often revolves around stocks, bonds, and mutual funds. However, for those seeking to diversify their portfolios…
Note Investing in Your IRA
Promissory notes, both secured and unsecured, have gained significant traction among IRA account holders. This surge in popularity stems from the potential for attractive returns…
Advantages of a Self-Directed IRA
In the realm of retirement planning, the Individual Retirement Account (IRA) stands as a cornerstone for many individuals seeking to secure their financial future. However,…
Spotting and Stopping Senior Scams
Scams targeting seniors have become increasingly common in today’s digital age. With the rise of technology and the internet, scammers have found new and sophisticated…
Exploring Dual Member IRA-Owned LLCs
Investors are always seeking innovative ways to maximize their savings and investments. One strategy gaining attention is the use of a dual member IRA-owned Limited…
The Plan Asset Rule – Debt Fund
Recently, uDirect IRA Services fielded a question: “If a Debt Fund passively invests in notes secured in first position by real estate, would the Plan…
2024 Changes to Substantially Equal Periodic Payments
For individuals using retirement accounts, planning for financial stability during their post-employment years is crucial. One strategy often employed is the Substantially Equal Periodic Payments…
Key Changes for Self-Directed Accounts
The SECURE Act of 2022 (SECURE 2.0) brought about changes to both individual retirement accounts (IRAs) and employer-sponsored retirement plans. However, akin to prior similar…
