Author: Kaaren Hall

An Inherited IRA (Individual Retirement Account) is an account opened after the original owner passes away. The beneficiary of an inherited IRA can be anyone. …

Investing in Real Estate with Self-Directed IRAs and 401(k)s: A Comprehensive Guide Real estate has long been a favored investment for those seeking tangible assets…

Cryptocurrency Investing in a Self-Directed Retirement Account: A Guide for Savvy Investors Cryptocurrencies like Bitcoin, Ethereum, and a myriad of other digital currencies have captured…

Investing in Sustainable and ESG Investments with a Self-Directed IRA Searching for the latest investing trends?  Sustainable and ESG (Environmental, Social, and Governance) investments have…

Investing in startups and crowdfunding platforms has gained significant traction among savvy investors looking to diversify their portfolios and support innovative ventures. With the rise…

Introduction The private lending industry faces significant challenges, particularly due to market fluctuations that impact lending decisions. Additionally, the pursuit of knowledge and networking opportunities…

Do you have a self-directed retirement account?  If so, you might have heard about the term “prohibited transaction.” These are certain transactions that are not…

Investing Your IRA Savings into Rental Real Estate Investing your IRA savings into rental real estate can be a lucrative way to diversify your retirement…

The Department of the Treasury and the Internal Revenue Service (IRS) recently released Notice 2024-55, offering new guidance on the SECURE 2.0 Act. This notice,…

As you navigate the challenging waters of a rising cost of living, saving for the future can seem daunting. Despite the financial squeeze affecting their…

Using Seller Financing When Buying Real Estate with a Self-Directed IRA Investing in real estate through a self-directed IRA (SDIRA) provides significant flexibility and tax…

Investing in short-term rentals through a self-directed IRA (SDIRA) has gained traction as an effective strategy for generating significant income while diversifying retirement portfolios. This…

Introduction In a world where financial stability and independence are increasingly important, planning for retirement might not be the first thing on your mind. However,…

Treasury Update on SECURE 2.0 Guidance Projects: Key Takeaways from Helen Morrison’s Speech On June 4, 2024, Helen Morrison, Benefits Tax Council at the U.S.…

Investing for your future does not have to mean restricting yourself to market-correlated assets. In fact, you can explore self directed ira investing trends beyond…

Enhancing Understanding of 401(k) Distribution Options: Insights from GAO’s Latest Report In a recent report published on May 22, 2024, the Government Accountability Office (GAO)…

Borrow from a 401(k) plan?  Yes!  You can borrow funds from a 401(k) for personal use! A 401(k) is a retirement savings plan sponsored by…

What to Expect from a Self-Directed Account Provider Investing with a Self-Directed IRA (SDIRA) can be an empowering way to take control of your financial…

The Consequences of Prohibited Transactions in an IRA Individual Retirement Accounts (IRAs) offer tax advantages for retirement savings, but they come with rules. Engaging in…

Real Estate Private Credit — a Timely Strategy for Your SDIRA Dollars Investing in real estate private credit through a self-directed IRA can be a…