July 22, 2026
Could Large Retirement Accounts Face Forced Distributions? What IRA Investors Should Know Retirement accounts are designed to encourage Americans to save and invest for the future. But what happens when an IRA or 401(k) grows to tens—or even hundreds—of millions of dollars? That question is once again attracting attention in…
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February 14, 2025
Younger generations, particularly Millennials and Gen Z, are increasingly allocating portions of their retirement savings into cryptocurrencies. This shift is driven by the allure of high returns and a desire…
February 5, 2025
Rolling over your Thrift Savings Plan (TSP) into a Self-Directed Individual Retirement Account (SDIRA) can offer greater investment flexibility, allowing you to diversify your retirement portfolio beyond traditional assets. Here's…
January 27, 2025
Cunningham v. Cornell University: What It Means for Prohibited Transactions in ERISA Plans This week, the Supreme Court tackled a case that could have big implications for how prohibited transactions…
January 21, 2025
Why So Many Baby Boomers Are Continuing to Work During Their Golden Years Retirement has long been associated with leisure, relaxation, and the chance to enjoy the fruits of a…
January 16, 2025
50 Years of ERISA Fifty years ago, ERISA, the Employee Retirement Income Security Act of 1974, changed the game for retirement savings. It was the birth of IRAs—those trusty tools…
January 13, 2025
The Proposed Future of Accredited Investor Status: What Self-Directed Retirement Investors Should Know With the new presidential administration and the appointment of Paul Atkins as the likely new Chair of…
January 13, 2025
Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing by Kaaren Hall Are you ready to take charge of your retirement savings and unlock the potential…
January 11, 2025
Retirement planning is an essential part of financial well-being, yet many Americans find themselves uncertain about how much they should have saved. To better understand the state of retirement preparedness,…
January 8, 2025
Investing in real estate syndications with your IRA can be a powerful strategy to build wealth, diversify your portfolio, and secure your financial future. Syndications—where multiple investors pool their resources…
January 8, 2025
The phenomenon of "boomerang children"—adult offspring returning to live with their parents—has become increasingly prevalent in recent years. While this arrangement can offer temporary relief for young adults facing economic…
January 3, 2025
Self-directed retirement investing offers powerful advantages for individuals seeking to build wealth and secure their financial future. By taking control of your retirement accounts and exploring non-traditional investment opportunities, you…
January 2, 2025
Withdrawing funds from a Roth Individual Retirement Account (IRA) can be more complex than it appears, especially when dealing with converted funds. Understanding the specific rules and timelines is crucial…
