Toll-Free (866) 447-6598

Left Your Job?

Did you leave your job?  Time for an IRA Rollover. A record number of Americans quit their jobs last year.  In December 2021, 4.3 million…

Read more

Self-Directed IRA Contributions

Making a Self-Directed IRA Contribution:  You can make a contribution to an IRA regardless of your age! In 2019, Congress passed the Setting Every Community…

Read more

How Long Can I Contribute to a Self-Directed...

Guess what?  We’re living longer! U.S. life expectancy in 2020 was 77.0 years. One hundred years ago life expectancy was around 54 years.  As a…

Read more

Moving Non-Cash Assets to an IRA

Moving cash to an IRA with uDirect is as easy as completing a Transfer or Rollover form. What about moving non-cash assets to an IRA?…

Read more

The Secure Act 2.0

What’s new in 2022 for your IRA? We may see a resurgence of some of the proposals considered in the Build Back Better Act. For…

Read more

No “Gold At Home”

You’re at home watching late-night television and you see a commercial. There’s a man sitting in an easy chair caressing the gold bullion he is…

Read more

Threat to IRAs Off the Table

Your Self-Directed account faced threats this year from the Build Back Better Act.  Now those threats are off the table, but for how long? THE…

Read more

2022 Contribution Limits

  Get ready for retirement by contributing to your retirement account!  Take a minute to write a check to your IRA and invest in your…

Read more

RMDs for 2021

REQUIRED MINIMUM DISTRIBUTIONS (RMD’s): At age 72, you need to take “required minimum distributions” from your retirement accounts.  The deadline is December 31st of each…

Read more

Congress is not just targeting mega-IRAs!

Self-Directed IRA investment in Private Placement Equity and IRA-Owned LLCs are on the line right now.  Congress is not just targeting mega-IRAs! We all heard…

Read more

Tell Your Story!

Your IRA assets could be in jeopardy.  Tell your story now and let your voice be heard! The “Build Back Better Act” before Congress has…

Read more

Hands Off My IRA!

In this article I’m going to discuss a few reasons why Sections 138312 and 138314 of the House reconciliation bill (released September 13th) threatens the…

Read more

The “Checkbook IRA”

When you open a Self-Directed retirement account, does it come with a checkbook?  We get asked that question often.  The answer is “No”.  The “Checkbook…

Read more

IRA/401k Asset Valuations

Every year your Self-Directed IRA custodian reports the value of the assets in your account to the IRS.  Accomplishing this requires the account holder to…

Read more

The Differences Between Pre-Tax and After-Tax Retirement

Types of Retirement Accounts: You probably heard of a Traditional and a Roth IRA. You might not know there are different types of IRAs to…

Read more

Inheriting a Retirement Account

Do you have a retirement account? You need to designate a beneficiary. That is where this story begins. IRA inheritance is a bumpy story, so…

Read more

The Spousal IRA

With a Spousal IRA (also known as the Kay Bailey Hutchison Spousal IRA), you do not need to earn income to contribute to an IRA…

Read more

Retirement Security Reforms

In the early fall 2021 the Retirement Industry could see some major overhauls.  Recently, a bill was introduced (the Retirement Security & Savings Act) with…

Read more

How SIMPLE is a SIMPLE IRA?

  You don’t have to run a large company to offer a retirement plan to your employees. Small employers can save for retirement as well…

Read more

Funding your Self-Directed IRA

You opened a Self-Directed retirement plan and now you want to fund it. Funding your Self-Directed IRA is a process that takes a few days…

Read more

Attention:

uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.