New HSA Law Benefits Couples
New HSA Law Benefits Couples and Unlocks More Opportunities to Self-Direct A newly passed law is making Health Savings Accounts (HSAs) more powerful than ever,…
What 99% of SDIRA Owners Will Never Do
What 99% of SDIRA Owners Will Never Do … And the 1% Use to Retire Tax-Free Most people who open a Self-Directed IRA do it…
The Bitcoin Act of 2025: What SDIRA Investors...
The U.S. Government is Getting Serious About Bitcoin The Act proposes the creation of a Strategic Bitcoin Reserve — a federal store of bitcoin, akin…
SDIRAs – A Smart Move for Retirement Savers...
SDIRAs – A Smart Move for Retirement Savers Ages 40+ Are you 40+ and wondering if you’re doing enough to secure your retirement? If you’re…
You Have a Self-Directed IRA – Things to...
You Have a Self-Directed IRA — Here Are Some Things You Might Not Think About Self-Directed IRAs (SDIRAs) open the door to investment opportunities far…
What Is the Difference Between an IRA and...
What Is the Difference Between an IRA and a 401(k)? When planning for retirement, two of the most common options you’ll hear about are the…
The Top Risks Self-Directed IRA Investors Are Talking...
Self-Directed IRAs Offer Freedom—But Also Risk Self-directed IRAs (SDIRAs) are growing in popularity for investors who want to take control of their retirement by investing…
Investors Take the Wheel: The Self-Directed IRAs
More Americans are taking direct control of their retirement savings. Disillusioned with the constraints of traditional stock-and-bond portfolios, they’re shifting funds into Self-Directed IRAs (SDIRAs)—retirement…
Supreme Court Lowers Bar for ERISA Prohibited Transaction...
Updating our January 27th article. Supreme Court Ruling Gives Retirement Plan Participants More Power: What Cunningham v. Cornell Means for Your 401(k) If you’ve ever…
SDIRA Custodians vs. Institutional Providers: Fee Structures
🔍 SDIRA Custodians vs. Institutional Providers: Fee Structures As the conversation around retirement investing continues to evolve, a growing number of Americans are questioning the…
3 Top Reasons to Have a Self-Directed IRA
3 Top Reasons to Have a Self-Directed IRA If you’re looking for greater control over your retirement funds and the flexibility to invest in real…
Unlocking the Power of a Self-Directed IRA
Unlocking the Power of a Self-Directed IRA: A Smarter Path to Retirement Investing A Self-Directed IRA (SDIRA) opens the door to more than just stocks…
The Latest on Roth Contributions to SEP and...
Roth Contributions to SEP and SIMPLE IRAs (Post-SECURE 2.0 Updates) Unlocking New Possibilities in Retirement Planning The SECURE 2.0 Act of 2022 has introduced pivotal…
Self-Directed IRAs Are Booming—Here’s What Investors Need to...
Stock Market Got You Down? Explore the Power of Self-Directed IRAs Discover how self-directed IRAs empower retirement investors to diversify into alternative assets like real…
Financing Real Estate Investing in Upheaval
The mortgage finance industry is experiencing significant upheaval following the recent dismissal of top executives at Freddie Mac and the Federal Housing Finance Agency (FHFA).…
Could Your Property Manager be a Disqualified Person?
Many investors use self-directed retirement accounts to invest in real estate, leveraging the tax advantages of IRAs or Solo 401(k)s to build wealth through rental…
Avoid being a”Missing Participant” in Your SDIRA
What Is a Missing Participant? A missing participant is an account holder in a retirement plan (including a Self-Directed IRA) who cannot be located or…
Could a Sovereign Wealth Fund Replace the 401(k)?
Trump’s Proposed Sovereign Wealth Fund: A Viable Alternative to the 401(k)? On February 3, 2025, President Donald J. Trump signed an executive order directing the…
How Retirement Contributions Can Reduce Your Tax Burden
Saving for retirement isn’t just about securing your future—it can also provide significant tax benefits today. Whether you contribute to an employer-sponsored 401(k), a Self-Directed…
Understand Church Retirement Plans
Church retirement plans, known as 403(b)(9) plans, are specialized retirement savings vehicles tailored to meet the unique needs of churches and their affiliated organizations. These…
