Blog

  • Lawsuit Challenges SEC’s Accredited Investor Rule

    September 16, 2025

    Lawsuit Challenges SEC’s Accredited Investor Rule: A Turning Point for Private Market Access? On September 9, 2025, the Investor Choice Advocates Network (ICAN) filed a lawsuit against the Securities and Exchange Commission (SEC) in the U.S. District Court for the Northern District of Texas. The case, led by ICAN’s president…

Latest Blog Posts

  • Key Changes for Self-Directed Accounts

    March 4, 2024

    The SECURE Act of 2022 (SECURE 2.0) brought about changes to both individual retirement accounts (IRAs) and employer-sponsored retirement plans. However, akin to prior similar legislation, not all provisions of…

  • How Senate Hearing Impacts IRA Savers

    February 29, 2024

    The Senate Health, Education, Labor, and Pensions Committee (Senate HELP Committee) convened on February 28, 2024, for a critical hearing titled, “Taking a Serious Look at the Retirement Crisis in…

  • Multifamily Properties with Self-Directed Retirement Accounts

    February 29, 2024

    In today's dynamic investment landscape, individuals are increasingly seeking avenues to diversify their retirement portfolios beyond the stock market. One promising avenue gaining traction is investing in multifamily properties using…

  • Your Guide to Self-Directing an IRA

    February 28, 2024

    Individual Retirement Accounts (IRAs) offer individuals a powerful tool for saving for retirement. Traditionally, IRAs have been associated with investing in stocks, bonds, and mutual funds. However, many people are…

  • Exploring Self-Storage Properties

    February 26, 2024

    Introduction: Investing your self-directed retirement account in alternative assets can offer exciting opportunities beyond traditional stocks and bonds. One such avenue gaining traction is investing in self-storage properties. In this…

  • Raw Land in a Self-Directed IRA

    February 26, 2024

    With investing, diversification is key to a robust investment portfolio.  For many individuals, self-directed IRAs (Individual Retirement Accounts) offer a pathway to explore alternative investments beyond the stock market. One…

  • Can I Open an Individual 401(k)?

    February 22, 2024

    In the realm of retirement planning for the self-employed, the Individual 401(k) stands out as a potent tool, offering significant advantages under the tax laws established by the Economic Growth…

  • Avoiding Precious Metals Scams

    February 21, 2024

    Investing in precious metals through a Self-Directed IRA can be an appealing option.  Its one way to diversify your retirement portfolio.  However, it's crucial to be vigilant against potential scams…

  • Understanding the 10% Holdback Rule

    February 19, 2024

    Understanding the 10% Holdback Rule Investing in real estate through a Self-Directed Individual Retirement Account (SDIRA) or Solo 401(k) plan can be a lucrative strategy for building retirement wealth. However,…

  • Investing Your IRA in Real Estate – 5 Tips

    February 19, 2024

    Investing your Individual Retirement Account (IRA) in real estate presents lucrative opportunities, but it entails specific rules and considerations. At uDirect IRA Services, we engage with numerous individuals every week…

  • Self-Directed Rewards Carry Some Risk

    February 16, 2024

    Navigating the realm of investments can feel like diving into the unknown, especially for those just starting out. However, the complexity, risks, and unfamiliarity can create barriers that seem insurmountable,…

  • Turbocharging Your IRA

    February 15, 2024

    Are you enthusiastic about real estate investing? Do you envision building a robust portfolio of properties that generate passive income and long-term wealth? If so, then it's time to explore…