What’s Inside Your Solo 401(k) Plan Binder?
What’s Inside Your Solo 401(k) Plan Binder? If you’re self-employed or run a small business with no full-time employees (other than your spouse), the Solo…
Cryptocurrency via a “DAO”
Investing in Cryptocurrency via a DAO with Your IRA: Opportunity and Risk Decentralized Autonomous Organizations (DAOs) are quickly becoming a popular way to participate in…
Unlocking Your Retirement Funds with a Checkbook IRA...
Unlocking Your Retirement Funds with a Checkbook IRA LLC (by Ted Erickson of MyDirectIRA) For many investors, the frustration of being limited to stocks, bonds,…
Note Investment Through a Self-Directed IRA
Promissory Note Investment Through a Self-Directed IRA Building strong retirement savings requires diversification. While most investors are familiar with conventional assets like stocks, bonds, and…
Using a Rollover as Business Startup (ROBS) to...
Using a Rollover as Business Startup (ROBS) to Fund Your Business Whereas uDirect IRA Services does not offer the ROBS Model, we have many people…
What’s Different About Solo 401(k) Plans?
✅ What’s Different About Solo 401(k) Plans? In contrast to a 401(k) plan for a company with multiple employees, A Solo 401(k)—also known as an…
The 10-Year Rule: What IRA Beneficiaries Need to...
The 10-Year Rule Is Here to Stay: What IRA Beneficiaries Need to Know The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019…
What Is on the Horizon for Self-Directed Retirement...
What Is on the Horizon for Self-Directed Retirement Accounts? A major shift is underway for self-directed retirement accounts, particularly 401(k) plans. On August 8, 2025,…
