Blog

  • Buying Real Estate with a Self-Directed IRA

    April 6, 2026

    Buying Real Estate With a Self-Directed IRA: The Complete Guide Real estate is the most popular alternative investment held inside self-directed IRAs — and for good reason. Your IRA can purchase rental properties, commercial buildings, raw land, and more, with all income and appreciation growing tax-deferred or tax-free depending on…

Latest Blog Posts

  • Estimated 2025 IRA Contribution Limits

    September 29, 2024

    The world of retirement savings is continuously evolving, and 2025 is set to bring new changes to contribution limits across various retirement accounts.  This includes IRAs. These estimated adjustments are…

  • Self-Directed IRAs and the U.S. Economy

    September 21, 2024

    The Impact of Self-Directed IRAs on the U.S. Economy: A Path to Diversification and Growth Self-Directed IRAs (SDIRAs) have grown in popularity among savvy investors who seek greater control over…

  • Due Diligence for Real Estate Investors Using Self-Directed IRAs

    September 12, 2024

    In today’s fluctuating real estate market, investors using Self-Directed IRAs (SDIRAs) need to stay more informed and vigilant than ever. While front-end due diligence is crucial, ongoing oversight is equally…

  • The Backdoor Roth IRA: How High Earners Can Still Contribute to a Roth

    September 10, 2024

    If you earn too much to contribute directly to a Roth IRA, you are not out of luck. The backdoor Roth IRA is a perfectly legal strategy that allows high-income…

  • How to Choose a SDIRA Company

    September 5, 2024

    When you're looking for a self-directed IRA (SDIRA) company, it's crucial to thoroughly vet potential firms to ensure they align with your investment goals and values. This can be challenging,…

  • Converting Your Traditional IRA to a Roth IRA to Avoid Taxes

    September 3, 2024

    Retirement planning involves a myriad of strategies, and one common consideration is whether to convert a Traditional IRA to a Roth IRA. This decision can significantly impact your tax situation…

  • The Rise of 401(k) Millionaires

    August 28, 2024

    The Rise of 401(k) Millionaires: How Ordinary Savers are Achieving Extraordinary Wealth Introduction The term "401(k) millionaire" may sound like an elusive goal for many, but it has become an…

  • Roth Contributions to SEP and SIMPLE IRAs 2024

    August 26, 2024

    Roth Contributions to SEP and SIMPLE IRAs: Understanding SECURE 2.0 Changes The SECURE 2.0 Act, a significant legislative update aimed at improving retirement savings options in the United States.  The…

  • Baby Boomers and RMDs

    August 26, 2024

    Who is a “Baby Boomer”?  It’s a person born during a period of time in which there is a marked rise in a population's birth rate : a person born…

  • Setting Up Your IRA-Owned LLC

    August 22, 2024

    An IRA-Owned LLC (also known as a Checkbook Control LLC) is a type of limited liability company (LLC) that is owned by a self-directed IRA (Individual Retirement Account). This structure…

  • Understanding the 50-Percent Rule

    August 19, 2024

    The 50-Percent Rule is a critical aspect of the Internal Revenue Code (IRC) Section 4975.  This Section governs prohibited transactions involving IRAs (Individual Retirement Accounts) and other tax-advantaged retirement plans.…

  • Have You Saved Enough for Retirement?

    August 19, 2024

    Retirement is a significant milestone, representing the culmination of decades of hard work and planning. But a key question remains: Have you saved enough to retire comfortably? Understanding where you…