Self-Directed Retirement FAQs

If you’ve ever pondered over the realm of self-directed retirement accounts, you’re not alone. The concept can seem intricate, but fear not, as we’ve compiled…

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Simplicity of the SIMPLE IRA

Offering retirement benefits to employees isn’t exclusive to large corporations. Small businesses can also pave the way for their team’s financial security through SIMPLE IRA…

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10 Things to Consider Before Investing in a...

Are you considering investing in real estate through a self-directed IRA? If so, you’ve likely pondered the idea but may find yourself short on funds…

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Becoming a Passive Real Estate Investor

So, you’ve set your sights on becoming a passive real estate investor? Well, congratulations are in order! After all, a staggering 90% of the world’s…

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Accredited Investor Status 2024

Navigating Accredited Investor Status in 2024: Exploring Evolving Criteria and Future Prospects In the realm of investments, the designation of “accredited investor” carries substantial significance.…

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Investing in Private Placements with a SDIRA

Self-directed IRAs offer a distinct advantage: the ability to diversify beyond traditional stocks, bonds, and mutual funds. By harnessing the power of alternative assets, investors…

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Real Estate Investment Potential with a Self-Directed IRA

In the realm of retirement planning, the conventional approach often revolves around stocks, bonds, and mutual funds. However, for those seeking to diversify their portfolios…

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Note Investing in Your IRA

Promissory notes, both secured and unsecured, have gained significant traction among IRA account holders.  This surge in popularity stems from the potential for attractive returns…

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Advantages of a Self-Directed IRA

In the realm of retirement planning, the Individual Retirement Account (IRA) stands as a cornerstone for many individuals seeking to secure their financial future. However,…

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Spotting and Stopping Senior Scams

Scams targeting seniors have become increasingly common in today’s digital age. With the rise of technology and the internet, scammers have found new and sophisticated…

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Exploring Dual Member IRA-Owned LLCs

Investors are always seeking innovative ways to maximize their savings and investments. One strategy gaining attention is the use of a dual member IRA-owned Limited…

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The Plan Asset Rule – Debt Fund

Recently, uDirect IRA Services fielded a question: “If a Debt Fund passively invests in notes secured in first position by real estate, would the Plan…

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2024 Changes to Substantially Equal Periodic Payments

For individuals using retirement accounts, planning for financial stability during their post-employment years is crucial. One strategy often employed is the Substantially Equal Periodic Payments…

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Key Changes for Self-Directed Accounts

The SECURE Act of 2022 (SECURE 2.0) brought about changes to both individual retirement accounts (IRAs) and employer-sponsored retirement plans. However, akin to prior similar…

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How Senate Hearing Impacts IRA Savers

The Senate Health, Education, Labor, and Pensions Committee (Senate HELP Committee) convened on February 28, 2024, for a critical hearing titled, “Taking a Serious Look…

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Multifamily Properties with Self-Directed Retirement Accounts

In today’s dynamic investment landscape, individuals are increasingly seeking avenues to diversify their retirement portfolios beyond the stock market. One promising avenue gaining traction is…

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Your Guide to Self-Directing an IRA

Individual Retirement Accounts (IRAs) offer individuals a powerful tool for saving for retirement. Traditionally, IRAs have been associated with investing in stocks, bonds, and mutual…

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Exploring Self-Storage Properties

Introduction: Investing your self-directed retirement account in alternative assets can offer exciting opportunities beyond traditional stocks and bonds. One such avenue gaining traction is investing…

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Raw Land in a Self-Directed IRA

With investing, diversification is key to a robust investment portfolio.  For many individuals, self-directed IRAs (Individual Retirement Accounts) offer a pathway to explore alternative investments…

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Can I Open an Individual 401(k)?

In the realm of retirement planning for the self-employed, the Individual 401(k) stands out as a potent tool, offering significant advantages under the tax laws…

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