January 9, 2026
Social Security is shifting in 2026 and the “eligibility” numbers matter Each year, Social Security updates key thresholds tied to wages and inflation. For 2026, one of the most important updates is the amount you must earn to qualify for Social Security work credits, which are the building blocks of…
Latest Blog Posts
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…
June 27, 2024
The Department of the Treasury and the Internal Revenue Service (IRS) recently released Notice 2024-55, offering new guidance on the SECURE 2.0 Act. This notice, issued on June 20, 2024,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
