February 4, 2026
Self-Directed IRA and Solo 401(k): How to Open, Fund, and Move Retirement Money the Smart Way If you’re looking for more control over your retirement savings, especially if you invest in alternatives like real estate, private lending, or private placements—you’ve probably come across the self-directed IRA. A self-directed account can…
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August 9, 2024
Contributions vs. Profits At uDirect IRA Services, we frequently receive questions about rolling over a 401(k) to a Self-Directed IRA (SDIRA) and how the profits generated within an IRA affect…
August 8, 2024
Found an error on your bank statement? Then do you realize that too much time has passed to have it easily corrected? You're not alone. This common issue brings us…
August 2, 2024
IRS Releases Final RMD Regulations: Key Changes and Impacts On July 18, 2024, the IRS released the much-anticipated final regulations on Required Minimum Distributions (RMDs). As a result, the IRS…
August 1, 2024
What Asset Classes Make Sense in 2024 to Build Wealth in a Self-Directed IRA (SDIRA)? As we navigate the financial landscape of 2024, investors are increasingly seeking ways to diversify…
July 26, 2024
An Inherited IRA (Individual Retirement Account) is an account opened after the original owner passes away. The beneficiary of an inherited IRA can be anyone. It could be a spouse,…
July 25, 2024
Investing in Real Estate with Self-Directed IRAs and 401(k)s: A Comprehensive Guide Real estate has long been a favored investment for those seeking tangible assets with the potential for steady…
July 24, 2024
Cryptocurrency Investing in a Self-Directed Retirement Account: A Guide for Savvy Investors Cryptocurrencies like Bitcoin, Ethereum, and a myriad of other digital currencies have captured the imagination of investors worldwide.…
July 23, 2024
Investing in Sustainable and ESG Investments with a Self-Directed IRA Searching for the latest investing trends? Sustainable and ESG (Environmental, Social, and Governance) investments have emerged as a popular strategy…
July 18, 2024
Investing in startups and crowdfunding platforms has gained significant traction among savvy investors looking to diversify their portfolios and support innovative ventures. With the rise of self-directed IRAs and 401(k)s,…
July 15, 2024
Introduction The private lending industry faces significant challenges, particularly due to market fluctuations that impact lending decisions. Additionally, the pursuit of knowledge and networking opportunities at conferences often falls short.…
July 10, 2024
Do you have a self-directed retirement account? If so, you might have heard about the term "prohibited transaction." These are certain transactions that are not allowed under the Employee Retirement…
July 3, 2024
Investing Your IRA Savings into Rental Real Estate Investing your IRA savings into rental real estate can be a lucrative way to diversify your retirement portfolio, especially when market conditions…
