March 12, 2026
What Capital Raisers Need to Know About ERISA and Plan Assets Raising capital from retirement accounts (such as Self-Directed IRAs, Solo 401(k)s, and other retirement plans) has become increasingly common in private real estate offerings. These investors represent a large and growing source of capital for syndicators and private fund…
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February 17, 2026
Prohibited Transactions in a Self-Directed IRA: Disqualified Persons, Common Traps, and How to Protect Your Retirement Account Self-directed IRAs (SDIRAs) can unlock a wider menu of investments—real estate, private lending,…
February 4, 2026
Self-Directed IRA and Solo 401(k): How to Open, Fund, and Move Retirement Money the Smart Way If you’re looking for more control over your retirement savings, especially if you invest…
February 3, 2026
Understanding Your Responsibilities as the Owner of a Solo 401(k) Plan A Solo 401(k), also called a one participant 401(k) plan, is a powerful retirement plan for self employed business…
January 29, 2026
Can you have a SEP IRA and a Solo 401(k) at the same time? Yes, you can have both at the same time. We look to the IRS for answers. …
January 28, 2026
Self Directed IRA Investing A BiggerPockets Guide The uDirect IRA and BiggerPockets Collaboration Is Here If you are like most investors, you have spent years contributing to retirement accounts, yet…
January 20, 2026
Trump’s 401(k) for a Down Payment Proposal: Helpful Shortcut or Retirement Detour? Home prices are still high, mortgage rates have moved around, and for many would be buyers the biggest…
January 20, 2026
Precious Metals in 2026: A Retirement Saver’s Guide to Currency Risk, Gold, and Silver Using Self Directed IRAs and Solo 401(k)s IRA If you’ve felt like cash is safe and…
January 15, 2026
How Founders Can Raise Capital from Self Directed IRA and Solo 401(k) Investors Without Triggering Prohibited Transactions Retirement accounts are not limited to the stock market. Many investors use self…
January 14, 2026
Refinancing a Non-Recourse Loan Inside a Self Directed IRA: What Investors Need to Know Refinancing is common in standard real estate investing, but when a property is owned by a…
January 12, 2026
What’s being proposed so far Based on President Trump’s January 7, 2026 statement, the idea is to ban large institutional investors from buying additional single family homes, with the intent…
January 9, 2026
Top 10 alternative assets for self-directed investors in 2026 Typically If the goal is income those asset classes include: Private credit, real estate notes, bridge lending, and equipment leasing are…
January 9, 2026
Social Security is shifting in 2026 and the “eligibility” numbers matter Each year, Social Security updates key thresholds tied to wages and inflation. For 2026, one of the most important…
