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  • Trump Accounts and Self-Directed IRAs

    July 16, 2025

    Trump Accounts: A New Generation of Retirement Savings and How They Compare to Self-Directed IRAs In a bold move to reshape the financial future of America’s youth, the federal government has introduced a brand-new savings vehicle for children: Trump Accounts. Established under the "One Big Beautiful Bill," these accounts are…

Latest Blog Posts

  • Understanding the World of Accredited Investors

    January 8, 2024

    Understanding the World of Accredited Investors Introduction In the financial sector, the term "accredited investor" has been a cornerstone since its inception in the 1930s. Defined by the Securities and…

  • Navigating Your Approach to Retirement

    January 5, 2024

    Navigating Your Approach to Retirement: An Active Approach When planning for retirement, it’s crucial to understand your retirement account balance in the context of your age group. This guide actively…

  • Your IRA Could Be Taxed

    January 3, 2024

    Your IRA Could Be Taxed - Here's What You Need to Know Hey there, savvy investors! Let’s talk about something you might not expect: your IRA could be on the…

  • 2024 Converting a 529 Plan to Roth

    December 29, 2023

    Can I Convert a 529 Plan to a Roth IRA? Understanding the New Rules for 2024 Recent changes in financial planning impact education and retirement savings. Starting in 2024, a…

  • 7 Updates to Self-Directed Plans

    December 28, 2023

    The new year brings significant changes to IRA, 401(k), and H.S.A. plans.  These changes address the financial challenges many Americans encounter in their retirement planning. The changes, though seemingly modest,…

  • Tap Into a $40 Trillion Pool For Your Deals

    December 27, 2023

    The Federal Reserve's Financial Accounts of the United States report is a crucial resource that offers insights into the state of retirement assets across the nation. Significantly, these retirement assets…

  • First and Second Lien Notes in Your IRA

    December 26, 2023

    Introduction Investing in lien notes has become an increasingly popular way for investors to diversify their portfolios and tap into the real estate market without the need for direct property…

  • What if You Inherit an IRA?

    December 21, 2023

    Inheriting a traditional IRA brings with it certain responsibilities and options. If you find yourself in this position, first step is to discuss this with your financial advisor to determine…

  • Can a Minor Contribute to a Self-Directed IRA?

    December 19, 2023

    Any child, regardless of age, can contribute to an IRA provided they have earned income; others can contribute too, as long as they don't exceed the amount of the child's…

  • Joe Biden’s Proposed New Retirement Rule

    December 18, 2023

    Self-Directed retirement investing means the saver chooses their own assets and directs a custodian to fund these choices.  Self-directed IRA providers are not fiduciaries in that they do not provide…

  • Cryptocurrency in Self-Directed IRAs

    December 16, 2023

    Cryptocurrency has gained popularity as an investment. It's now a viable option for self-directed Individual Retirement Accounts (IRAs). This article explores the benefits of using cryptocurrency in a Understanding Self-Directed…

  • 6 New Exceptions to Withdrawal Penalty

    December 16, 2023

    In addition to the existing penalty exceptions, the SECURE 2.0 Act, effective December 29, 2022, introduces new exceptions to the 10% early withdrawal penalty from retirement accounts. As a result,…