December 10, 2025
Why Consider a Year End Conversion from Pre Tax Retirement Savings to Roth As the end of the year approaches, many retirement savers are rethinking their long term tax strategies. One option worth evaluating is converting part or all of your pre tax retirement savings such as a traditional IRA…
Latest Blog Posts
December 1, 2025
If an investor loses money in a failed promissory note, private placement, or alternative asset held in a self-directed IRA — and it turns out the loss was due to…
December 1, 2025
What Happened in the Norada Capital Management Case — And How Investors Can Seek Recovery In October 2025, federal prosecutors charged Marco Giovanni Santarelli, former CEO of Orange County–based Norada…
November 22, 2025
What You Need to Know About the 2026 HSA Contribution Limits What is a Health Savings Account (HSA)? A Health Savings Account (HSA) is a tax-advantaged account that allows eligible…
November 21, 2025
Don’t Forget the “Self” in Self-Directed: Why Due Diligence Matters More Than Ever Self-directed retirement accounts offer incredible flexibility, but that flexibility comes with responsibility. While the opportunity to invest…
November 21, 2025
Protecting your retirement dollars by doing your homework Investing in physical precious metals—such as gold, silver, and platinum—can be a smart way to diversify your portfolio, especially inside a self-directed…
November 20, 2025
How a Solo 401(k) Helps Solopreneurs Save on Taxes, Invest in Alternatives, and Build Real Wealth If you’re a solopreneur, freelancer, consultant, or single-member business owner, the Solo 401(k) is…
November 20, 2025
Solo 401(k) Contribution Limits: 2025 vs. 2026 Side-by-Side Comparison Year Employee Elective Deferral Limit (under 50) Standard Catch-Up (age 50-59 or 64+) Additional Catch-Up (age 60-63, if plan allows) Employer…
November 18, 2025
Understanding the 2025–2026 Retirement Contribution Limits Real-estate investors who leverage tax-advantaged retirement accounts (especially self-directed IRAs (SDIRAs) and Solo 401(k)s) have a powerful opportunity to accelerate wealth building. These accounts…
September 22, 2025
What It Means to “Self-Direct” When you hear the term self-directed IRA, it can sound intimidating—but it’s really simple. A self-directed IRA is just like any other IRA under the…
September 18, 2025
Anticipated 2026 Contribution Limits: What’s In It for Alternative Asset Investors As we look ahead to 2026, a broad range of tax-advantaged accounts are set to get inflation-related contribution limit…
September 16, 2025
Lawsuit Challenges SEC’s Accredited Investor Rule: A Turning Point for Private Market Access? On September 9, 2025, the Investor Choice Advocates Network (ICAN) filed a lawsuit against the Securities and…
August 21, 2025
What’s Inside Your Solo 401(k) Plan Binder? If you’re self-employed or run a small business with no full-time employees (other than your spouse), the Solo 401(k) is one of the…
