July 30, 2026
What Your IRA CAN’T Own: Prohibited Self-Directed IRA Investments Explained A Self-Directed IRA can invest in many alternative assets, including real estate, private equity, private lending, promissory notes, certain precious metals, and privately held companies. However, a Self-Directed IRA cannot own everything. Federal tax rules generally prohibit an IRA from…
Latest Blog Posts
February 26, 2025
Saving for retirement isn’t just about securing your future—it can also provide significant tax benefits today. Whether you contribute to an employer-sponsored 401(k), a Self-Directed IRA (SDIRA), or a Solo…
February 25, 2025
Church retirement plans, known as 403(b)(9) plans, are specialized retirement savings vehicles tailored to meet the unique needs of churches and their affiliated organizations. These plans offer distinct advantages, including…
February 24, 2025
If you’re investing passively in syndications, you’re no stranger to K-1s, multi-state filing requirements, and the ongoing discussion about bonus depreciation. While these topics may seem complex, gaining a deeper…
February 15, 2025
Planning for a secure and comfortable retirement involves building multiple layers of income to ensure financial stability throughout your post-working years. Diversifying income sources helps mitigate risks and provides a…
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,…
