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Congress is not just targeting mega-IRAs!

Self-Directed IRA investment in Private Placement Equity and IRA-Owned LLCs are on the line right now.  Congress is not just targeting mega-IRAs! We all heard…

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Tell Your Story!

Your IRA assets could be in jeopardy.  Tell your story now and let your voice be heard! The “Build Back Better Act” before Congress has…

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Hands Off My IRA!

In this article I’m going to discuss a few reasons why Sections 138312 and 138314 of the House reconciliation bill (released September 13th) threatens the…

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The “Checkbook IRA”

When you open a Self-Directed retirement account, does it come with a checkbook?  We get asked that question often.  The answer is “No”.  The “Checkbook…

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IRA/401k Asset Valuations

Every year your Self-Directed IRA custodian reports the value of the assets in your account to the IRS.  Accomplishing this requires the account holder to…

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What is the difference between pre-tax and after-tax...

Types of Retirement Plans: You probably heard of a Traditional and a Roth IRA.  You might not know there are different types of IRAs. Pre-tax…

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Inheriting a Retirement Account

If you have a retirement account, you have the option of selecting a beneficiary. That is where this story begins.  It is a bumpy story,…

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The Spousal IRA

With a Spousal IRA (also known as the Kay Bailey Hutchison Spousal IRA), you do not need to earn income to contribute to an IRA…

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Retirement Security Reforms

In the early fall 2021 the Retirement Industry could see some major overhauls.  Recently, a bill was introduced (the Retirement Security & Savings Act) with…

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How SIMPLE is a SIMPLE IRA?

  You don’t have to run a large company to offer a retirement plan to your employees. Small employers can save for retirement as well.…

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Funding your Self-Directed IRA

You opened a Self-Directed IRA and now you want to fund it.  Funding your Self-Directed IRA is a process taking a few days to complete,…

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Simplified Employee Pension (SEP) Plans

Are you Self-Employed?  If so you may  find the Simplified Employee Pension (SEP) to be helpful when it comes to tax savings and planning for…

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Self-Directed Traditional IRA

The Traditional IRA is the most common type of Individual Retirement Arrangement (IRA).  Why?  Well, it is probably because most people rollover their employer’s pre-tax…

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Self-Direct Your Health Savings Account

A Health Savings Account (H.S.A.) is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified…

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Solo 401(k) with Multiple Business Partners

Can you open a Solo 401k for a business with multiple partners? When you think “Solo 401(k)” you probably think of a business with one…

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Making IRA Contributions in Your 70’s and Beyond

Over the past 20 years, the share of Americans working in their 70s has risen from less than 10% to nearly 15%, according to US…

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Additional Nondeductible IRA Contribution Source

Difficulty of Care Payments You may be able to make additional nondeductible IRA contributions  (after  December 20, 2019) if you received difficulty of care payments,…

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Moving 401k Funds into a Self-Directed IRA

Have you left your employer?  If you recently changed jobs, you are not alone.  The global pandemic has affected many and as a result he…

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Time to Think About Taxes

By now a lot of you are starting to think about taxes…we have a little bit of time left before Uncle Sam comes knocking. One…

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uDirect IRA Services

Taking Distributions from Your IRA

You read articles every day on growing your wealth.  There is much written about the best ways to grow IRAs, detailing the best investment assets…

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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.