Author: Kaaren Hall

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…

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…

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…

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…

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…

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…

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…

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),…

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…

When you found out were you surprised that your Self-Directed IRA or Solo 401k can buy and own physical real estate property?  A lot of…

Are you self-employed and have no full-time employees, other than yourself?  If your answer is “yes”, consider opening a Solo 401k account.  Self-Directed 401k options…

An IRA can owe taxes? Here’s a surprise!  Your IRA can be taxed!  Yes, that seems counter-intuitive.  After all, aren’t IRA funds supposed to be…

Have you ever thought about opening an IRA for your minor children?  It’s a great way to save for their future. A Custodial IRA is…

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…

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…

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…

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 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?…

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…

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…