20 Ways To Avoid Elder Financial Abuse
What Is Elder Financial Abuse? “Financial exploitation” means the illegal, unauthorized, or fraudulent use, or deprivation of use, of the property of a vulnerable adult…
Using Your Self-Directed IRA To Invest in Private...
Why Private Equity? When considering a Self-Directed IRA, Private Equity stands out as one of the asset classes of choice. It offers financial freedom, security,…
Unlocking Financial Freedom: Self-Directed Retirement Savings
Introduction Retirement planning has evolved significantly over the years. Typical retirement accounts, such as 401(k)s and IRAs, have been the go-to options for many, but…
Mastering the 2023 RMD Rules
Introduction In the realm of wealth management, much of the talk centers on amassing assets inside Individual Retirement Accounts (IRAs) and devising strategies to supercharge…
Available Cash in Your IRA
Now that you invested with your self-directed account, what’s your next step? Did you know that a lack of available cash in your Self-Directed account…
Self-Directed IRA Steps
Are you interested in starting a self-directed IRA? uDirect IRA Services offers all the necessary tools to enable you to take control of your retirement…
Deciphering Retirement Funding, Contributions, and Profit Movement
Many people ask uDirect IRA Services questions about transferring money from a 401k to a Self-Directed IRA. They also ask what happens when an IRA…
Is Transferring From a 401k to a Self-Directed IRA...
Taxable? No. Great news, right? Moving money from one retirement account to another rarely is a taxable issue. You are only taxed when you take…
Raising Capital for Your Investment Opportunities
Raising Capital: Are you looking for sources of money for your deals? it is important to know that one ready and available option is retirement…
Not happy with your IRA’s performance?
Are you concerned about the volatility in the stock market? Many people suffered significant losses to their IRAs in 2022, and 2023 may not be…
Moving Retirement Funds to a Different Account Type
Moving Retirement Funds to a Different Type of Retirement Account Can you move retirement funds from one account type to another? The answer is YES!…
Financing for Real Estate with a Self-Directed IRA
Did you know a Self-Directed IRA or Solo 401k can buy rental Real Estate? This comes as a surprise to many people. However, not only…
How the SECURE Act Affects Retirement Accounts
The Setting Every Community Up for Retirement Enhancement Act of 2019, also known as the SECURE Act, was passed by Congress and signed into law…
Avoiding Prohibited Transactions
Our account holders say self-directed accounts allow them to make any investment they want. That is not entirely accurate. It is true you choose the…
Why Does Your Self-Directed IRA Need Cash Reserves?
Does your Self-Directed IRA or Solo 401(k) have assets in it? If so, those assets may have expenses. 100% of expenses related to IRA assets…
The Solo 401k in 2023
Are you self-employed? No full-time employees in any of the companies you own? Great! You are eligible to save for retirement and lower your tax…
SECURE Act 2.0 Enacted
The SECURE Act 2.0 was signed 12/23/2022 and it brings with it many positive changes for retirement savers: Required Minimum Distributions * Increases the age…
Loaning Your IRA Funds
Note Lending Basics: Looking to expand the options in your retirement plan? What about “Notes:”? A secured loan note, also known as a mortgage note…
Self-Directed Investing – Private Equity
The most popular investment class for Self-Directed investors is private equity. An IRA or Solo 401k funds can invest in a Private Placement Memorandum (PPMs),…
2023 Contribution Limits Announced
Are you ready for retirement? You can get ready now, and the IRS is going to “help” you a bit by increasing some retirement account…
