January 28, 2026
Self Directed IRA Investing A BiggerPockets Guide The uDirect IRA and BiggerPockets Collaboration Is Here If you are like most investors, you have spent years contributing to retirement accounts, yet you have had very little say in what those dollars can actually invest in. Most traditional retirement plans keep you…
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May 6, 2024
Navigating the Aftermath: What Happens When a 401(k) Owner Passes Away? Losing a loved one is undoubtedly one of life's most challenging experiences. Amidst the emotional turmoil, practical matters like…
April 26, 2024
Navigating the Landscape of Roth Contributions to SEP and SIMPLE IRAs: What We Know So Far As the financial world evolves, so do the tools and strategies available for retirement…
April 24, 2024
Are you looking for a tax-efficient strategy to access your retirement funds before reaching the age of 59½? Enter the Roth Conversion Ladder – a multiyear plan designed to unlock…
April 22, 2024
The last wave of baby boomers, born between 1959 and 1964, approach the age of 65. As a result, a significant shift is set to occur in the U.S. economy.…
April 22, 2024
A Roth IRA presents a compelling option for individuals looking to save for retirement while enjoying tax advantages. Do you qualify for one? Here's a comprehensive breakdown of what you…
April 18, 2024
Required minimum distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. Typically, you must commence withdrawals from traditional IRA, SEP IRA, SIMPLE IRA, and…
April 15, 2024
If you have earned income from a W-2 job or self-employment, you are eligible to make an annual contribution to a Self-Directed IRA. However, there are different types of IRAs,…
April 8, 2024
If you've ever pondered over the realm of self-directed retirement accounts, you're not alone. The concept can seem intricate, but fear not, as we've compiled a set of frequently asked…
April 8, 2024
Offering retirement benefits to employees isn't exclusive to large corporations. Small businesses can also pave the way for their team's financial security through SIMPLE IRA plans. Established in 1997, the…
April 4, 2024
Are you considering investing in real estate through a self-directed IRA? If so, you've likely pondered the idea but may find yourself short on funds or reluctant to handle property…
April 3, 2024
So, you've set your sights on becoming a passive real estate investor? Well, congratulations are in order! After all, a staggering 90% of the world’s millionaires have utilized this very…
April 3, 2024
Navigating Accredited Investor Status in 2024: Exploring Evolving Criteria and Future Prospects In the realm of investments, the designation of "accredited investor" carries substantial significance. It denotes individuals or entities…
