Author: Kaaren Hall

Who is a “Baby Boomer”?  It’s a person born during a period of time in which there is a marked rise in a population’s birth…

An IRA-Owned LLC (also known as a Checkbook Control LLC) is a type of limited liability company (LLC) that is owned by a self-directed IRA…

The 50-Percent Rule is a critical aspect of the Internal Revenue Code (IRC) Section 4975.  This Section governs prohibited transactions involving IRAs (Individual Retirement Accounts)…

Retirement is a significant milestone, representing the culmination of decades of hard work and planning. But a key question remains: Have you saved enough to…

Investing in multifamily real estate has long been a preferred strategy for building wealth due to its potential for steady cash flow, appreciation, and economies…

Contributions vs. Profits At uDirect IRA Services, we frequently receive questions about rolling over a 401(k) to a Self-Directed IRA (SDIRA) and how the profits…

Found an error on your bank statement?  Then do you realize that too much time has passed to have it easily corrected? You’re not alone.…

IRS Releases Final RMD Regulations: Key Changes and Impacts On July 18, 2024, the IRS released the much-anticipated final regulations on Required Minimum Distributions (RMDs). …

What Asset Classes Make Sense in 2024 to Build Wealth in a Self-Directed IRA (SDIRA)? As we navigate the financial landscape of 2024, investors are…

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…