Blog

  • Drilling for Returns, Dodging Landmines: SDIRA Oil & Gas 101

    January 5, 2026

    A story about freedom… and responsibility   Here at uDirect IRA Serivces, we have a savvy investor (we’ll call him Alex).  Alex decided retirement investing didn’t have to stop at stocks, bonds, and mutual funds. Alex managed a Self-Directed IRA (SDIRA) and knew one of its biggest advantages: the ability…

Latest Blog Posts

  • Balancing Cost of Living and Future Savings

    June 25, 2024

    As you navigate the challenging waters of a rising cost of living, saving for the future can seem daunting. Despite the financial squeeze affecting their lifestyle and long-term plans, there…

  • Using Seller Financing with a Self-Directed IRA

    June 24, 2024

    Using Seller Financing When Buying Real Estate with a Self-Directed IRA Investing in real estate through a self-directed IRA (SDIRA) provides significant flexibility and tax advantages, and one strategy that…

  • Short-Term Rental with a Self-Directed IRA?

    June 21, 2024

    Investing in short-term rentals through a self-directed IRA (SDIRA) has gained traction as an effective strategy for generating significant income while diversifying retirement portfolios. This method allows investors to leverage…

  • A Gen Z Guide to Self-Directed IRA Retirement Savings

    June 19, 2024

    Introduction In a world where financial stability and independence are increasingly important, planning for retirement might not be the first thing on your mind. However, starting early can make a…

  • Treasury Update on SECURE 2.0 Guidance Projects

    June 5, 2024

    Treasury Update on SECURE 2.0 Guidance Projects: Key Takeaways from Helen Morrison's Speech On June 4, 2024, Helen Morrison, Benefits Tax Council at the U.S. Department of the Treasury, provided…

  • Alternative Asset Investing

    June 5, 2024

    Investing for your future does not have to mean restricting yourself to market-correlated assets. In fact, you can explore self directed ira investing trends beyond traditional options by learning more…

  • Enhancing Understanding of 401(k) Distribution Options

    June 3, 2024

    Enhancing Understanding of 401(k) Distribution Options: Insights from GAO's Latest Report In a recent report published on May 22, 2024, the Government Accountability Office (GAO) underscored the need for improved…

  • Understanding 401(k) Plan Loans

    May 30, 2024

    Borrow from a 401(k) plan?  Yes!  You can borrow funds from a 401(k) for personal use! A 401(k) is a retirement savings plan sponsored by an employer.  The plan allows…

  • What to Expect from a Self-Directed Account Provider

    May 29, 2024

    What to Expect from a Self-Directed Account Provider Investing with a Self-Directed IRA (SDIRA) can be an empowering way to take control of your financial future.  Because SDIRAs give you…

  • Consequences of Prohibited Transactions in an IRA

    May 28, 2024

    The Consequences of Prohibited Transactions in an IRA Individual Retirement Accounts (IRAs) offer tax advantages for retirement savings, but they come with rules. Engaging in a prohibited transaction within an…

  • Real Estate Private Credit

    May 28, 2024

    Real Estate Private Credit — a Timely Strategy for Your SDIRA Dollars Investing in real estate private credit through a self-directed IRA can be a lucrative and strategic approach for…

  • Self-Directed IRA Services: A Comprehensive Guide

    May 22, 2024

    In the evolving landscape of retirement planning, savvy investors are increasingly turning to self-directed Individual Retirement Accounts (SDIRAs) as a means to diversify their portfolios and achieve greater control over…