Stop! Don’t Touch That Deal Until You Avoid...

Stop! Don’t Touch That Deal Until You Avoid These 5 SDIRA Traps If you’re thinking about using a Self-Directed IRA (SDIRA) to invest in real…

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A Step Toward Merit-Based Market Access, Not Just...

Equal Opportunity for All Investors Act Advances with House Approval In a major move toward democratizig investment opportunities, the U.S. House of Representatives has passed…

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IRA Moves the Ultra-Wealthy Use That You Don’t

Boring to Billionaire: IRA Moves the Ultra-Wealthy Use That You Don’t Can a simple retirement account create billionaire-level wealth? Absolutely… if you use it the…

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Trump Accounts and Self-Directed IRAs

Trump Accounts: A New Generation of Retirement Savings and How They Compare to Self-Directed IRAs In a bold move to reshape the financial future of…

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Is an Ex-Spouse a “Disqualified Person”?

Is an Ex-Spouse a “Disqualified Person” in a Self-Directed IRA? When investing with a self-directed IRA, it’s important to avoid prohibited transactions as defined by…

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The Backstory: A Podcast Moment That Went Viral

The Backstory: A Podcast Moment That Went Viral A while back, I shared a story on a podcast that sparked hundreds of comments and an…

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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,…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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