How to Profit From The Next Recession
by Guest Contributor, Professional Investor David Campbell, founder of Hassle-Free Cashflow Investing As a professional investor with over a billion dollars of transactional experience, I…
Four Steps to Saving for Retirement
Not saving for retirement? A 2018 Government Accountability Office study found that nearly one-third of Americans age 55 and older don’t have any retirement nest egg even a…
Required Minimum Distributions
When you have a pre-tax retirement account (like a Traditional IRA, SEP IRA or 401(k)) the time will come when you will need to begin…
SDIRA ~ Accredited vs. Non-Accredited Investor
When investing in a private placement, also know as a PPM, Crowdfunding, Syndication, etc. you will be asked for your “accredited investor” status. Here, we’ll…
Navigating The IRA-Owned LLC
One popular option that a uDirect IRA Services account-holder can utilize is the IRA owned LLC, often referred to a “Checkbook IRA.” It’s one of…
Exceptions to Withdrawal Penalties
Exceptions to Withdrawal Penalties in a Traditional IRA Sometimes we have to break into the piggy bank also known as our IRA. When you have…
Passive Real Estate Investing
So you want to be a passive real estate investor? Congratulations! 90% of the world’s millionaires do this to create wealth. Problem is you have…
Roth IRA Contributions and Conversions
A Roth IRA is a retirement account that accepts after-tax funds. That means you pay taxes on the contributions. The profits then grow tax-exempt.…
How To Invest in Notes in Your IRA
Promissory Notes, both secured and unsecured, have become very popular with account holders as an investment option for their IRA. Investing in Promissory Notes can…
What Is a 1099 & 5498?
Did you get a 1099 or 5498 form in the mail? Here is a brief explanation of what 1099 and 5498 tax forms are. The…
How can an Entrepreneur Benefit from a Self-Directed...
Being an entrepreneur has its challenges and it also has its rewards. It was in September that Richard first came up with the idea for…
Good News for Retirement Savers in 2019
2019 Means More Savings in Retirement Accounts Recently the Treasury Department announced inflation-adjusted figures for retirement account savings for 2019, and its good news for…
Be Self-Reliant by Self-Directing
Retirement is a reality that most all Americans will face as few people work until they die. However only around 30% of people believe they…
How To Determine If You Are an Accredited...
How do you become accredited? Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. However only accredited investors…
“Checkbook LLC” arrangement blows up. Real estate entrepreneur...
Quick Synopsis An engineer from Phoenix made a living doing “Phase I” and similar types of environmental impact reports for purchasers of commercial properties. When…
Transferring Nonmonetary Assets
Requirements for Transferring Real Estate and Nonmonetary Assets from Another Custodian In order to affect a transfer of Real Estate/ Nonmonetary Assets from…
Financial Tactics on Amazon Prime
A few months ago,uDirect IRA Services participated on a panel of experts. It’s the 7th Annual Financial Tactics Brunch and it’s a live educational…
What to Expect When You’re Self-Directing: Notes
We want your Note investment process to go as smoothly as possible. Before you get started, call us so we can walk you through the…
Inflation and Real Estate Risks
Higher prices for just about everything are raising new concerns about inflation. There are plenty of trends to monitor when it comes to assessing economic…
The Mazzei Roth IRA Case – An End...
In the Mazzei Roth IRA Case the Tax Court took a major step in the direction of curtailing SDIRA abuse. The case will put…
