September 16, 2026
Retirement Account Distributions and RMD Rules Retirement accounts are designed to help you build long-term wealth, which is why the rules around taking money out matter so much. Whether you have a 401(k), Solo 401(k), or other qualified retirement plan, understanding distribution timing, taxes, penalties, and required minimum distributions…
Latest Blog Posts
September 16, 2026
The 8 Biggest Questions About Self-Directed Retirement Investing, Answered The question behind almost every conversation about self-directed retirement investing is simple: Can I use my retirement money for this investment…
September 4, 2026
Estimated 2027 IRA and 401(k) Contribution Limits: What Retirement Savers Should Watch The IRS has not yet announced the official 2027 retirement-account contribution limits (as of the initial publishing…
September 3, 2026
Federal Tax Savings on Traditional IRA and 401(k) Withdrawals: What the OBBBA Means for Retirees Traditional IRA and 401(k) withdrawals can increase your taxable income—but recent federal tax changes…
August 31, 2026
Can Alternative Assets in a Self-Directed IRA Outperform Wall Street? Yes, alternative assets held in a Self-Directed IRA can potentially outperform traditional Wall Street investments, but higher returns are never…
August 27, 2026
Can an HSA Be Better Than a Traditional IRA for Retirement Investing? For an eligible saver, a Health Savings Account (HSA) can be one of the most tax-efficient accounts…
August 25, 2026
Equal Opportunity for All Investors Act: Could Knowledge Qualify You as an Accredited Investor? Original post date: July 23,2025 Update: August 25, 2026 The Equal Opportunity for All Investors…
August 24, 2026
Inherited IRAs May Require Annual RMDs and a 10-Year Payout Rule: What Beneficiaries Need to Know Direct Answer Yes, in certain inherited IRA situations, a beneficiary may need to…
August 7, 2026
What Is the Best Investment for a SDIRA? What Is the Best Investment for a SDIRA? The best investment for a SDIRA is generally an investment you understand, can…
August 6, 2026
Self-Directed IRA Prohibited Transactions: What Investors Need to Know Self-directed IRA prohibited transactions are among the most important rules every investor should understand before using retirement funds to invest…
August 5, 2026
SMART Savings Act of 2026: What Could It Mean for IRA Owners? The short answer: The SMART Savings Act of 2026 proposes removing IRAs and certain similar accounts from…
August 4, 2026
INVESTOR FRAUD AWARENESS Stop Before You Transfer: Warning Signs of Self-Directed IRA Fraud How older investors can recognize pressure tactics, investigate promoters, and protect retirement savings Today, a pause…
August 4, 2026
UBIT and UDFI in a Self-Directed IRA: What Investors Need to Know How operating-business income, leverage, and investment structure can create a current tax obligation inside a retirement account Most…
