March 30, 2026
A Simple Shift: How the PATH Act Helps Investors Stay Steady in Uncertain Times When markets feel unpredictable and the economic landscape seems to shift beneath our feet, investors naturally look for stability, places where their retirement savings can stay protected while still offering room to grow. While many look…
Latest Blog Posts
March 27, 2024
In the realm of retirement planning, the conventional approach often revolves around stocks, bonds, and mutual funds. However, for those seeking to diversify their portfolios and explore alternative investment avenues,…
March 18, 2024
Promissory notes, both secured and unsecured, have gained significant traction among IRA account holders. This surge in popularity stems from the potential for attractive returns and diversification within retirement portfolios.…
March 15, 2024
In the realm of retirement planning, the Individual Retirement Account (IRA) stands as a cornerstone for many individuals seeking to secure their financial future. However, while traditional and Roth IRAs…
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…
