October 10, 2026
How to Minimize Required Minimum Distributions (RMDs) and Reduce Your Tax Bill For many retirees, the arrival of Required Minimum Distributions (RMDs) feels like an unwanted tax surprise. While these mandatory withdrawals from your retirement accounts ensure the government eventually collects taxes on tax-deferred savings, they can also push…
Latest Blog Posts
October 8, 2026
Roth SEP IRA Rules: What SECURE 2.0 Changed Did you know business owners can now make Roth SEP IRA contributions? Thanks to the SECURE 2.0 Act, employers can offer…
October 7, 2026
Self-Directed IRA and Solo 401(k): How to Invest Beyond Wall Street Investors do not have to limit their retirement savings to stocks, bonds and mutual funds. A Self-Directed IRA…
October 5, 2026
What Alternative Assets Are Hot Right Now? Where Self-Directed IRA Investors Are Looking in 2026 Is real estate investing in a slump, or are investors simply changing how and where…
September 29, 2026
Goldman Sachs: 80% of Ultra-Wealthy Investors Use Alternative Assets. What Do They Know? Goldman Sachs reports that 80% of investors with more than $10 million in investable assets use…
September 23, 2026
Retirement Planning in 2026: How Multiple Accounts Can Help You Reach Your Goal Millions of Americans face a retirement decision in 2026. Some feel ready after years of stock…
September 21, 2026
401(k) Balances Hit a Record High...But What Happens When the Market Turns? Average 401(k) balances reached a record $155,800 in the second quarter of 2026, according to Fidelity Investments.…
September 19, 2026
Alternative Asset Valuations for Self-Directed IRAs: What Account Holders Need to Know Alternative assets can give a self-directed IRA access to investments beyond publicly traded stocks and mutual funds,…
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…
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…
