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Required Minimum Distributions

When you have a pre-tax retirement account (like a Traditional IRA, SEP IRA or 401(k)) the time will come when you will need to begin…

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Passive Real Estate Investing

So you want to be a passive real estate investor?  Congratulations!   90% of the world’s millionaires do this to create wealth. Problem is you have…

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How to Invest in Notes in Your IRA

Promissory Notes, both secured and unsecured, have become very popular with account holders as an investment option for their IRA.  Investing in Promissory Notes can…

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How can an Entrepreneur Benefit from a Self-Directed...

Being an entrepreneur has its challenges and it also has its rewards.  It was in September that Richard first came up with the idea for…

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Good News for Retirement Savers in 2019

2019 Means More Savings in Retirement Accounts Recently the Treasury Department announced inflation-adjusted figures for retirement account savings for 2019, and its good news for…

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How to Determine if You are an Accredited...

How do you become accredited? Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. However only accredited investors…

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Transferring Non-Cash Assets

  Requirements for Transfer of Real Estate/Non-Cash Assets from Another Custodian   In order to effect a transfer of Real Estate/Non-Cash Assets from an existing…

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What to Expect When You’re Self-Directing: Notes

We want your Note investment process to go as smoothly as possible.  Before you get started, call us so we can walk you through the…

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The Mazzei Roth IRA Case – An End...

  In the Mazzei Roth IRA Case the Tax Court took a major step in the direction of curtailing SDIRA abuse.  The case will put…

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Commercial Real Estate Investing – Expenses Part I

This article teaches you about the different expenses you’ll have with your commercial properties. They are common expenses, but what you may not be aware…

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Self-Directed IRA Rules

Investing with Your Self-Directed IRA Once you have your new self-directed IRA opened and funded, it’s time to invest. You can invest your IRA dollars…

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Non-Recourse Loans for your IRA

Taking loans for your IRA assets?  If your IRA borrows money, it must be in the form of a non-recourse loan.  Non-Recourse Loans for your…

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IRS Gets Its Wings Clipped

IRS Gets Its Wings Clipped on Roth IRA’s and “Substance Over Form” Doctrine  The 6th Circuit recently released a case that is good news for…

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Tax Attorney’s Latest Deal in His Roth 401k

  My Roth 401k bought a land contract in late August of 2017. I found the deal because I speak nationwide on taxation of real…

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2018 IRA and 401(k) Contribution Limits

Every year, the IRS announces updated contribution limits and income thresholds for Individual Retirement Accounts, or IRAs. The IRA contribution limit is not changing in…

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Taking Control with Self-Directed Retirement Accounts

Taking the reins of your own financial future, investment performance, lifestyle in retirement, and legacy can be far easier than many realize. Those with existing…

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Retirement Savings – History & Trends

“The retirement crisis is the largest and most urgent global crisis we face today.” The world’s most respected economists and financial analysts believe the pending…

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PRECIOUS METALS IN YOUR SELF-DIRECTED IRA

Congress created individual retirement accounts to give earners a tax-advantaged way to save for their retirements. The rules encourage account-holders to keep their money in…

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Discover the Power: Self-Directed IRA to purchase Real...

Want more power in your IRA?  Historically, real estate has given many Americans with a stable investment vehicle that offers both income and appreciation. One…

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Structuring Equity Partnerships in Land Deals

By Guest Contributor Dmitriy Chebotarev Different types of equity financing structure and the potential challenges one might face when structuring an investment with joint equity…

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uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.