January 12, 2026
What’s being proposed so far Based on President Trump’s January 7, 2026 statement, the idea is to ban large institutional investors from buying additional single family homes, with the intent that Congress would codify it. The biggest unknowns are how large would be defined, which ownership structures would be covered,…
Latest Blog Posts
March 8, 2024
Scams targeting seniors have become increasingly common in today's digital age. With the rise of technology and the internet, scammers have found new and sophisticated ways to exploit older adults.…
March 5, 2024
Investors are always seeking innovative ways to maximize their savings and investments. One strategy gaining attention is the use of a dual member IRA-owned Limited Liability Company (LLC). Commonly this…
March 5, 2024
Recently, uDirect IRA Services fielded a question: "If a Debt Fund passively invests in notes secured in first position by real estate, would the Plan Asset Rules apply (assuming the…
March 4, 2024
For individuals using retirement accounts, planning for financial stability during their post-employment years is crucial. One strategy often employed is the Substantially Equal Periodic Payments (SEPP) method, also known as…
March 4, 2024
The SECURE Act of 2022 (SECURE 2.0) brought about changes to both individual retirement accounts (IRAs) and employer-sponsored retirement plans. However, akin to prior similar legislation, not all provisions of…
February 29, 2024
The Senate Health, Education, Labor, and Pensions Committee (Senate HELP Committee) convened on February 28, 2024, for a critical hearing titled, “Taking a Serious Look at the Retirement Crisis in…
February 29, 2024
In today's dynamic investment landscape, individuals are increasingly seeking avenues to diversify their retirement portfolios beyond the stock market. One promising avenue gaining traction is investing in multifamily properties using…
February 28, 2024
Individual Retirement Accounts (IRAs) offer individuals a powerful tool for saving for retirement. Traditionally, IRAs have been associated with investing in stocks, bonds, and mutual funds. However, many people are…
February 26, 2024
Introduction: Investing your self-directed retirement account in alternative assets can offer exciting opportunities beyond traditional stocks and bonds. One such avenue gaining traction is investing in self-storage properties. In this…
February 26, 2024
With investing, diversification is key to a robust investment portfolio. For many individuals, self-directed IRAs (Individual Retirement Accounts) offer a pathway to explore alternative investments beyond the stock market. One…
February 22, 2024
In the realm of retirement planning for the self-employed, the Individual 401(k) stands out as a potent tool, offering significant advantages under the tax laws established by the Economic Growth…
February 21, 2024
Investing in precious metals through a Self-Directed IRA can be an appealing option. Its one way to diversify your retirement portfolio. However, it's crucial to be vigilant against potential scams…
