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New RMD Limits

New Year, new rules.  Congress has passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) which became effective January 1, 2020. It…

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Maximizing Your Retirement Savings

How can you squirrel-away the most retirement savings?  If you’re self-employed you can do this easily with a SEP Plan.  First available in 1979, the…

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Three Things to Understand About Your IRA

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical…

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Four Steps to Saving for Retirement

Not saving for retirement?  A 2018 Government Accountability Office study found that nearly one-third of Americans age 55 and older don’t have any retirement nest egg even a…

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SDIRA ~ Accredited vs. Non-Accredited Investor

When investing in a private placement, also know as a PPM, Crowdfunding, Syndication, etc. you will be asked for your “accredited investor” status. Typically, this…

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Exceptions to Withdrawal Penalties

Exceptions to Withdrawal Penalties in a Traditional IRA Sometimes we have to break into the piggy bank also known as our IRA.  When you have…

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Roth IRA Contributions and Conversions

A Roth IRA is a retirement account that accepts after-tax funds. That means you pay taxes on the contributions. The profits then grow tax-exempt. For…

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What is a 1099 & 5498?

Did you get a 1099 or 5498 form in the mail? Here is a brief explanation of the 1099 and 5498 Tax Forms. The 1099…

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jeff dixon

Be Self-Reliant by Self-Directing

Retirement is a reality that most all Americans will face as few people work until they die.  However only around 30% of people believe they…

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John Hyre udirect ira services llc

“Checkbook LLC” arrangement blows up. Real estate entrepreneur...

 Quick Synopsis An engineer from Phoenix made a living doing “Phase I” and similar types of environmental impact reports for purchasers of commercial properties.  When…

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uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.