IRA Information Library

New to Self-Directed IRAs?
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When it comes to setting up an IRA account for yourself, it’s always good to be informed. Now, with our IRA information library, you can learn more about every type of plan and what your investing options are. This list contains self-directed IRA resources that cover a wide range of rules to follow and account management guidelines to know. This way, you’re never left in the dark when it comes to starting and maintaining an IRA of your own. It’s important to us that all our clients have access to documents that can answer their immediate questions. Therefore, we’re always updating this IRA information library with new things you should know. Start your IRA planning here to make the most of every step.

IRA Rules

Following the rules set forth by the IRS will protect against the loss of the tax-deferred status.
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UBIT/UDFI

UDFI/UBIT are terms that are used a lot when discussing self-directed IRA plans.
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FAQ

Frequently asked questions about self-directed IRAs.
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Types of Retirement Plans

From traditional IRAs to ROTH and SEP, there are many types of retirement plans to pick from.
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uDirect IRA Services Self Direct IRA Investment Options

View the list of allowable investments at uDirect IRA Services.
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IRA Real Estate Investments – Rules and Regulation

“Real estate IRA” is a term used to describe an IRA or 401(k) allowing real estate investment(s).
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Precious Metals

The ability to purchase and store precious metals in your retirement account to add gold to your IRA.
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Syndications

IRA real estate syndication investment is a dynamic and increasingly popular strategy for building.
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Cryptocurrency

IRA crypto investing is an innovative approach to retirement planning that blends traditional...
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Check Before You Invest

The purpose of this is to promote investor awareness through educational materials provided by state, federal, and private agencies.
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