July 30, 2025
SEP IRA Contributions and the New Roth Option Under SECURE Act 2.0 For small business owners, self-employed professionals, and solopreneurs, a SEP IRA (Simplified Employee Pension Individual Retirement Account) is a powerful and flexible way to save for retirement. With the passage of the SECURE Act 2.0, SEP plans now…
Latest Blog Posts
April 8, 2024
If you've ever pondered over the realm of self-directed retirement accounts, you're not alone. The concept can seem intricate, but fear not, as we've compiled a set of frequently asked…
April 8, 2024
Offering retirement benefits to employees isn't exclusive to large corporations. Small businesses can also pave the way for their team's financial security through SIMPLE IRA plans. Established in 1997, the…
April 4, 2024
Are you considering investing in real estate through a self-directed IRA? If so, you've likely pondered the idea but may find yourself short on funds or reluctant to handle property…
April 3, 2024
So, you've set your sights on becoming a passive real estate investor? Well, congratulations are in order! After all, a staggering 90% of the world’s millionaires have utilized this very…
April 3, 2024
Navigating Accredited Investor Status in 2024: Exploring Evolving Criteria and Future Prospects In the realm of investments, the designation of "accredited investor" carries substantial significance. It denotes individuals or entities…
April 1, 2024
Self-directed IRAs offer a distinct advantage: the ability to diversify beyond traditional stocks, bonds, and mutual funds. By harnessing the power of alternative assets, investors can potentially enhance their portfolios…
March 27, 2024
In the realm of retirement planning, the conventional approach often revolves around stocks, bonds, and mutual funds. However, for those seeking to diversify their portfolios and explore alternative investment avenues,…
March 18, 2024
Promissory notes, both secured and unsecured, have gained significant traction among IRA account holders. This surge in popularity stems from the potential for attractive returns and diversification within retirement portfolios.…
March 15, 2024
In the realm of retirement planning, the Individual Retirement Account (IRA) stands as a cornerstone for many individuals seeking to secure their financial future. However, while traditional and Roth IRAs…
March 8, 2024
Scams targeting seniors have become increasingly common in today's digital age. With the rise of technology and the internet, scammers have found new and sophisticated ways to exploit older adults.…
March 5, 2024
Investors are always seeking innovative ways to maximize their savings and investments. One strategy gaining attention is the use of a dual member IRA-owned Limited Liability Company (LLC). Commonly this…
March 5, 2024
Recently, uDirect IRA Services fielded a question: "If a Debt Fund passively invests in notes secured in first position by real estate, would the Plan Asset Rules apply (assuming the…
