July 15, 2026
Feeling Stuck With Your Self-Directed IRA Custodian? You Have Options Direct Answer: You are not required to remain with your current self-directed IRA custodian. You can generally transfer your IRA directly to another qualified custodian without creating a taxable distribution. Depending on the receiving custodian’s policies, cash and certain alternative…
Latest Blog Posts
November 29, 2024
As 2024 comes to a close, self-directed IRA investors face several important deadlines that could impact their retirement savings and tax strategies. From required minimum distributions (RMDs) to Roth conversions,…
November 18, 2024
Retirement planning is like piecing together a complex puzzle—you want the big picture to make sense and work for you. You've probably been caught between earning for today and saving…
November 15, 2024
Cryptocurrencies such as Bitcoin, Ethereum, Dogecoin, and many others have revolutionized the investment landscape. With their potential for high returns and the innovative promise of decentralization, digital currencies are increasingly…
November 12, 2024
Elder Financial Abuse: How to Recognize It and Protect Yourself Financial abuse of older adults is a growing issue that deserves attention. Elder financial exploitation happens when someone illegally or…
November 4, 2024
California residents now face the reality of reduced protections for both tax-qualified plans and IRAs. As of January 1, 2025, a new California law will change the landscape for tax-qualified…
October 30, 2024
Self-Directed IRA (SDIRAs) provide investors with an exciting opportunity to break free from the limitations of traditional publicly traded assets. With access to around $40 trillion in U.S. retirement savings,…
October 30, 2024
Individual Retirement Accounts (IRAs) serve as a cornerstone of retirement savings for millions of Americans, providing a tax-advantaged way to accumulate wealth for the future. Understanding how IRA balances vary…
October 25, 2024
Robert Kiyosaki, author of "Rich Dad Poor Dad", warns that traditional retirement accounts like 401(k)s and IRAs may suffer significant losses due to market volatility. He emphasizes diversifying into alternative…
October 23, 2024
Managing Your Retirement Savings: Key IRS Updates for 2025 Managing your retirement savings effectively is essential to ensure a secure and comfortable retirement. Staying informed about IRS rules is particularly…
October 21, 2024
Individual Retirement Accounts (IRAs) offer various benefits to help individuals save for retirement. Each type of IRA and related account has unique rules governing eligibility, contributions, and tax treatment. Below…
October 16, 2024
Spousal IRAs provide an excellent way for married couples to save for retirement, especially if only one spouse earns income. Here’s an overview of how the rules for Spousal IRAs…
October 3, 2024
Capital calls are becoming a growing challenge for limited partners (LPs) in real estate syndications. This is particularly true in the multifamily sector. With shifting market conditions, rising interest rates,…
