July 28, 2026
How Much Money Do I Need to Retire, and Am I Saving Enough? The most common question people have about retirement saving is: “How much money do I need to retire, and am I currently saving enough?” There is no universal retirement number that works for everyone. The amount…
Latest Blog Posts
August 1, 2024
What Asset Classes Make Sense in 2024 to Build Wealth in a Self-Directed IRA (SDIRA)? As we navigate the financial landscape of 2024, investors are increasingly seeking ways to diversify…
July 26, 2024
An Inherited IRA (Individual Retirement Account) is an account opened after the original owner passes away. The beneficiary of an inherited IRA can be anyone. It could be a spouse,…
July 25, 2024
Investing in Real Estate with Self-Directed IRAs and 401(k)s: A Comprehensive Guide Real estate has long been a favored investment for those seeking tangible assets with the potential for steady…
July 24, 2024
Cryptocurrency Investing in a Self-Directed Retirement Account: A Guide for Savvy Investors Cryptocurrencies like Bitcoin, Ethereum, and a myriad of other digital currencies have captured the imagination of investors worldwide.…
July 23, 2024
Investing in Sustainable and ESG Investments with a Self-Directed IRA Searching for the latest investing trends? Sustainable and ESG (Environmental, Social, and Governance) investments have emerged as a popular strategy…
July 18, 2024
Investing in startups and crowdfunding platforms has gained significant traction among savvy investors looking to diversify their portfolios and support innovative ventures. With the rise of self-directed IRAs and 401(k)s,…
July 15, 2024
Introduction The private lending industry faces significant challenges, particularly due to market fluctuations that impact lending decisions. Additionally, the pursuit of knowledge and networking opportunities at conferences often falls short.…
July 10, 2024
Do you have a self-directed retirement account? If so, you might have heard about the term "prohibited transaction." These are certain transactions that are not allowed under the Employee Retirement…
July 3, 2024
Investing Your IRA Savings into Rental Real Estate Investing your IRA savings into rental real estate can be a lucrative way to diversify your retirement portfolio, especially when market conditions…
June 27, 2024
The Department of the Treasury and the Internal Revenue Service (IRS) recently released Notice 2024-55, offering new guidance on the SECURE 2.0 Act. This notice, issued on June 20, 2024,…
June 25, 2024
As you navigate the challenging waters of a rising cost of living, saving for the future can seem daunting. Despite the financial squeeze affecting their lifestyle and long-term plans, there…
June 24, 2024
Using Seller Financing When Buying Real Estate with a Self-Directed IRA Investing in real estate through a self-directed IRA (SDIRA) provides significant flexibility and tax advantages, and one strategy that…
