July 21, 2025
Boring to Billionaire: IRA Moves the Ultra-Wealthy Use That You Don’t Can a simple retirement account create billionaire-level wealth? Absolutely… if you use it the way the ultra-wealthy do. Take Peter Thiel, for example. By placing startup shares of PayPal into his Roth IRA in the early 2000s, he grew…
Latest Blog Posts
January 24, 2024
The IRS goes to great lengths to outline the prohibited transactions of your IRA. Prohibited transactions may involve disqualified persons. Engaging in prohibited transactions within your IRA can lead to…
January 20, 2024
Are you in your 70's? Congratulations on reaching that golden age! But, hold on – there's a financial rite of passage awaiting you, known as Required Minimum Distributions (RMDs). Whether…
January 20, 2024
Are you a self-employed individual with no full-time employees in your company? If so, here's great news for you! The Solo 401k is emerging as a powerful tool to not…
January 19, 2024
Let's explore the dynamic world of investment possibilities that await you. Remember, the key to success is active involvement and adherence to self-directed IRA investment rules. Unleashing the Power of…
January 18, 2024
Self-directed retirement accounts offer individuals the freedom to invest in a wide range of assets beyond traditional options like stocks and bonds. While this flexibility can be empowering, it comes…
January 18, 2024
Imagine the allure of a retirement account where your proceeds are entirely tax-free. The concept of a Roth Conversion enables individuals to transform funds from pre-tax accounts (Traditional, SEP, SIMPLE…
January 17, 2024
Navigating the Ins and Outs of an IRA-Owned LLC with uDirect IRA Services Introduction Looking to maximize your retirement savings? The IRA-Owned LLC, commonly known as the "Checkbook IRA" is…
January 17, 2024
Is a Self-Directed IRA a Good Idea? Introduction When it comes to planning for retirement, choosing the right investment vehicle is crucial. One option that has been gaining attention is…
January 16, 2024
Self-Directed IRAs and Solo 401(k)s have been around a long time - nearly 50 years! Still, being able to invest outside of Wall Street into alternative assets is still somewhat…
January 13, 2024
Navigating Worthless Assets in Your Self-Directed IRA: A Guide to Smart Decision-Making Investing through a self-directed IRA can be a path to financial growth, but it’s not without its risks.…
January 13, 2024
Can I Contribute to a Traditional IRA? Understanding Eligibility and Limits Contributing to a Traditional IRA is an option for anyone who has earned income. This includes working individuals of…
January 8, 2024
Cash Reserve Essentials for Your Self-Directed Account in 2024 Introduction: Navigate the dynamic economic landscape of 2024 by understanding the nuances of your Self-Directed IRA or Solo 401(k). This is…
