A Step Toward Merit-Based Market Access, Not Just...
Equal Opportunity for All Investors Act Advances with House Approval In a major move toward democratizig investment opportunities, the U.S. House of Representatives has passed…
IRA Moves the Ultra-Wealthy Use That You Don’t
Boring to Billionaire: IRA Moves the Ultra-Wealthy Use That You Don’t Can a simple retirement account create billionaire-level wealth? Absolutely… if you use it the…
Trump Accounts and Self-Directed IRAs
Trump Accounts: A New Generation of Retirement Savings and How They Compare to Self-Directed IRAs In a bold move to reshape the financial future of…
Is an Ex-Spouse a “Disqualified Person”?
Is an Ex-Spouse a “Disqualified Person” in a Self-Directed IRA? When investing with a self-directed IRA, it’s important to avoid prohibited transactions as defined by…
The Backstory: A Podcast Moment That Went Viral
The Backstory: A Podcast Moment That Went Viral A while back, I shared a story on a podcast that sparked hundreds of comments and an…
New HSA Law Benefits Couples
New HSA Law Benefits Couples and Unlocks More Opportunities to Self-Direct A newly passed law is making Health Savings Accounts (HSAs) more powerful than ever,…
