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…

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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…

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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…

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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…

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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…

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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,…

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