Saving for Retirement
How far along are you on the road to retirement? Some of us are further along than others. Saving for retirement is the way to…
Why Having a Cat is More Work Than...
Do you know a proud parent of a kitty? It takes a special breed of person (like me). So even if you’re not a cat…
Self-Directed IRA Contributions
Making a Self-Directed IRA Contribution: You can make a contribution to an IRA regardless of your age! In 2019, Congress passed the Setting Every Community…
How Long Can I Contribute to a Self-Directed...
Guess what? We’re living longer! U.S. life expectancy in 2020 was 77.0 years. One hundred years ago life expectancy was around 54 years. As a…
Moving Non-Cash Assets to an IRA
Moving cash to an IRA with uDirect is as easy as completing a Transfer or Rollover form. What about moving non-cash assets to an IRA?…
The Secure Act 2.0
What’s new in 2022 for your IRA? We may see a resurgence of some of the proposals considered in the Build Back Better Act. For…
No “Gold At Home”
You’re at home watching late-night television and you see a commercial. There’s a man sitting in an easy chair caressing the gold bullion he is…
Threat to IRAs Off the Table
Your Self-Directed account faced threats this year from the Build Back Better Act. Now those threats are off the table, but for how long? THE…
2022 Contribution Limits
Get ready for retirement by contributing to your retirement account! Take a minute to write a check to your IRA and invest in your…
RMDs for 2021
REQUIRED MINIMUM DISTRIBUTIONS (RMD’s): At age 72, you need to take “required minimum distributions” from your retirement accounts. The deadline is December 31st of each…
Congress is not just targeting mega-IRAs!
Self-Directed IRA investment in Private Placement Equity and IRA-Owned LLCs are on the line right now. Congress is not just targeting mega-IRAs! We all heard…
Tell Your Story!
Your IRA assets could be in jeopardy. Tell your story now and let your voice be heard! The “Build Back Better Act” before Congress has…
Hands Off My IRA!
In this article I’m going to discuss a few reasons why Sections 138312 and 138314 of the House reconciliation bill (released September 13th) threatens the…
The “Checkbook IRA”
When you open a Self-Directed retirement account, does it come with a checkbook? We get asked that question often. The answer is “No”. The “Checkbook…
IRA/401k Asset Valuations
Every year your Self-Directed IRA custodian reports the value of the assets in your account to the IRS. Accomplishing this requires the account holder to…
The Differences Between Pre-Tax and After-Tax Retirement
Types of Retirement Accounts: You probably heard of a Traditional and a Roth IRA. You might not know there are different types of IRAs to…
Inheriting a Retirement Account
Do you have a retirement account? You need to designate a beneficiary. That is where this story begins. IRA inheritance is a bumpy story, so…
The Spousal IRA
With a Spousal IRA (also known as the Kay Bailey Hutchison Spousal IRA), you do not need to earn income to contribute to an IRA…
Retirement Security Reforms
In the early fall 2021 the Retirement Industry could see some major overhauls. Recently, a bill was introduced (the Retirement Security & Savings Act) with…
How SIMPLE is a SIMPLE IRA?
You don’t have to run a large company to offer a retirement plan to your employees. Small employers can save for retirement as well…
