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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Avoiding Precious Metals Scams

Investing in precious metals through a Self-Directed IRA can be an appealing option.  Its one way to diversify your retirement portfolio.  However, it’s crucial to…

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Understanding the 10% Holdback Rule

Understanding the 10% Holdback Rule Investing in real estate through a Self-Directed Individual Retirement Account (SDIRA) or Solo 401(k) plan can be a lucrative strategy…

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Investing Your IRA in Real Estate – 5...

Investing your Individual Retirement Account (IRA) in real estate presents lucrative opportunities, but it entails specific rules and considerations. At uDirect IRA Services, we engage…

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Self-Directed Rewards Carry Some Risk

Navigating the realm of investments can feel like diving into the unknown, especially for those just starting out. However, the complexity, risks, and unfamiliarity can…

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Turbocharging Your IRA

Are you enthusiastic about real estate investing? Do you envision building a robust portfolio of properties that generate passive income and long-term wealth? If so,…

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How Your IRA Can Be the Bank

Individual Retirement Accounts (IRAs) have been around for about 50 years.  IRAs allow individuals to invest in stocks, bonds, mutual funds, and other traditional assets.…

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Leveraging Non-Recourse Lending

Introduction: Investing in real estate through self-directed retirement accounts offers you the opportunity to diversify your retirement portfolios beyond traditional stocks and bonds. One powerful…

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