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…

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…

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…

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…

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…

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…

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 … And the 1% Use to Retire Tax-Free Most people who open a Self-Directed IRA do it…

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 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 — 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 a 401(k)? When planning for retirement, two of the most common options you’ll hear about are the…

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…

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…

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 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 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: A Smarter Path to Retirement Investing A Self-Directed IRA (SDIRA) opens the door to more than just stocks…

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…

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…