July 30, 2026
What Your IRA CAN’T Own: Prohibited Self-Directed IRA Investments Explained A Self-Directed IRA can invest in many alternative assets, including real estate, private equity, private lending, promissory notes, certain precious metals, and privately held companies. However, a Self-Directed IRA cannot own everything. Federal tax rules generally prohibit an IRA from…
Latest Blog Posts
September 5, 2024
When you're looking for a self-directed IRA (SDIRA) company, it's crucial to thoroughly vet potential firms to ensure they align with your investment goals and values. This can be challenging,…
September 3, 2024
Retirement planning involves a myriad of strategies, and one common consideration is whether to convert a Traditional IRA to a Roth IRA. This decision can significantly impact your tax situation…
August 28, 2024
The Rise of 401(k) Millionaires: How Ordinary Savers are Achieving Extraordinary Wealth Introduction The term "401(k) millionaire" may sound like an elusive goal for many, but it has become an…
August 26, 2024
Roth Contributions to SEP and SIMPLE IRAs: Understanding SECURE 2.0 Changes The SECURE 2.0 Act, a significant legislative update aimed at improving retirement savings options in the United States. The…
August 26, 2024
Who is a “Baby Boomer”? It’s a person born during a period of time in which there is a marked rise in a population's birth rate : a person born…
August 22, 2024
An IRA-Owned LLC (also known as a Checkbook Control LLC) is a type of limited liability company (LLC) that is owned by a self-directed IRA (Individual Retirement Account). This structure…
August 19, 2024
The 50-Percent Rule is a critical aspect of the Internal Revenue Code (IRC) Section 4975. This Section governs prohibited transactions involving IRAs (Individual Retirement Accounts) and other tax-advantaged retirement plans.…
August 19, 2024
Retirement is a significant milestone, representing the culmination of decades of hard work and planning. But a key question remains: Have you saved enough to retire comfortably? Understanding where you…
August 14, 2024
Investing in multifamily real estate has long been a preferred strategy for building wealth due to its potential for steady cash flow, appreciation, and economies of scale. When combined with…
August 9, 2024
Contributions vs. Profits At uDirect IRA Services, we frequently receive questions about rolling over a 401(k) to a Self-Directed IRA (SDIRA) and how the profits generated within an IRA affect…
August 8, 2024
Found an error on your bank statement? Then do you realize that too much time has passed to have it easily corrected? You're not alone. This common issue brings us…
August 2, 2024
IRS Releases Final RMD Regulations: Key Changes and Impacts On July 18, 2024, the IRS released the much-anticipated final regulations on Required Minimum Distributions (RMDs). As a result, the IRS…
