Toll-Free (866) 447-6598

2020 and Beyond

Biden  – Expected Changes to Retirement A single filer in the top 37% tax bracket earning $600,000 currently gets a tax deduction of $370 for…

Read more

2021 IRA/401(k) Contribution Limits

Is saving for the future important to you?  Then this will interest you!  The IRS has issued Notice 2020-79, which contains the annual update on retirement…

Read more

What’s the difference between a SEP IRA and...

The SEP IRA and Solo 401k are both business retirement plans. We will take a look here at how the plans differ.  For example, these…

Read more

What’s new about the Accredited Investor Status?

Accredited Investor Status Are you “Accredited”? Accredited Investor is a term used by the Securities and Exchange Commission (SEC) to describe investors who are financially…

Read more

What’s New for RMDs and Solo 401(k)s?

What’s new for RMDs? Trying to figure out the changes in retirement accounts for 2020? For instance, the Coronavirus Aid, Relief, and Economic Security Act,…

Read more

Foreclosing on a Loan Made by Your Self-Directed...

Does your IRA have a loan out on real estate?  Making a secured home loan from your Self-Directed IRA can be a great way to…

Read more

Rollins v. Commissioner

In the court case “Rollins v. Commissioner” the court ruled, based on the facts and circumstances that the taxpayer was engaging in prohibited transactions that…

Read more

Precious Metals IRA

There are several big pluses to investing in precious metals that many people point to. Positives: One reason people choose a precious metals IRA is…

Read more

How Do I Retire?

Planning to retire? If you are asking, “how do I retire?”, you are not alone.  20.7 million people are expected to reach retirement age in…

Read more

Become a Hard Money Lender with Your IRA

Becoming a hard money lender is one way to grow your IRA.  Promissory Notes, both secured and unsecured, are extremely popular with investors as an…

Read more

Taking RMDs in 2020

Your need to take a 2020 RMD is waived Earlier this year the CARES Act was signed into law. One of the benefits of this…

Read more

New Deadlines for Setting up the Solo 401k

Are you self-employed?  Do you do the work yourself without any employees in any of the companies you own?  Then you may qualify for a…

Read more

Planning for Retirement

Ready to retire?  Most people aren’t.   So, how much will you really need in savings to retire? When planning for retirement there are several variables…

Read more

How to Open A Self-Directed IRA

You have heard about investing your retirement outside of Wall Street but how do you get started.  This article will tell you exactly how to…

Read more

Your IRA Can Be the Bank with Note...

Note Investing How would you like to be the solution to the problem small businesses face (and build your retirement at the same time)? During…

Read more

Why Removing Money from Your IRA is the...

Should You Break the Piggybank? When you lose your job or have unexpected bills, your finances are negatively impacted. Looking at the funds you saved…

Read more

Does a Roth Conversion Make Sense?

Does a Roth Conversion Make Sense for you? Imagine having a retirement account where the proceeds are entirely tax-free!   You can “convert” funds from…

Read more

IRA Prohibited Transactions

You have a Self-Directed IRA, but do you know the rules? Some of these rules are referred to as IRA Prohibited Transactions. While the IRS…

Read more

How the CARES Act Impacts Your Retirement Account

The CARES Act Retirement passed recently, and as a result, there are some changes to your retirement account to be aware of: RMD – Required…

Read more

Covid-19 and Rent Collection

Did the tenants in your IRA-Owned property pay rent this month? Nearly a third of U.S. apartment renters didn’t pay any of their April rent…

Read more

Attention:

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.