Blog

  • The Backstory: A Podcast Moment That Went Viral

    July 14, 2025

    The Backstory: A Podcast Moment That Went Viral A while back, I shared a story on a podcast that sparked hundreds of comments and an avalanche of debate. I told the story of a young man who used his Roth self-directed IRA to purchase Super Bowl tickets, later selling them…

Latest Blog Posts

  • Top 5 Retirement Concerns

    November 29, 2023

    You probably have some idea of how you’d like to spend your retirement. As you approach this significant life transition, it's crucial to crystallize these thoughts. Specifically, if you're on…

  • Same-Property Rule for IRA-to-IRA Rollovers

    November 28, 2023

    The case of Estate of James E. Caan v. Commissioner of Internal Revenue highlights a significant aspect of Individual Retirement Accounts (IRAs), particularly the "same-property rule" for IRA-to-IRA rollovers. This…

  • Changes to the SDIRA Landscape

    November 27, 2023

    Over the past 5 years the landscape of self-directed IRAs (SDIRAs) and self-directed Solo 401(k) accounts has changed.  As a result, we see several key developments, especially with the passage…

  • Rethinking Retirement

    November 18, 2023

    The retirement planning landscape is rapidly evolving in today's world. We are grappling with the challenges of an aging population, an uncertain social security future, and financial instability risks. These…

  • The Future of Self-Directed IRAs: Trends and Predictions

    November 15, 2023

    Have you been contemplating diving into the alternative investment space but haven't yet taken the plunge? Now might be the perfect time, as the demand for alternative investments continues to…

  • 2024 Contribution Limits for IRA, Solo 401(k), SEP IRA, and SIMPLE IRA Accounts

    November 8, 2023

    Introduction Stepping into the year 2024, it's essential for investors and retirement savers to stay updated on the latest changes.  There are changes in contribution limits for various retirement accounts.…

  • Your Comprehensive Guide to Self-Directed IRAs

    November 3, 2023

    Introduction: In the world of retirement planning and investment, a Self-Directed Individual Retirement Account (SDIRA) stands out as a powerful tool for those looking to take control of their financial…

  • 20 Ways To Avoid Elder Financial Abuse

    November 3, 2023

    What Is Elder Financial Abuse? “Financial exploitation” means the illegal, unauthorized, or fraudulent use, or deprivation of use, of the property of a vulnerable adult with the intention of benefiting…

  • Using Your Self-Directed IRA To Invest in Private Equity

    November 2, 2023

    Why Private Equity? When considering a Self-Directed IRA, Private Equity stands out as one of the asset classes of choice. It offers financial freedom, security, and tax benefits. Private Equity…

  • Unlocking Financial Freedom: Self-Directed Retirement Savings

    November 1, 2023

    Introduction Retirement planning has evolved significantly over the years. Typical retirement accounts, such as 401(k)s and IRAs, have been the go-to options for many, but they come with limitations. The…

  • Mastering the 2023 RMD Rules

    October 26, 2023

    Introduction In the realm of wealth management, much of the talk centers on amassing assets inside Individual Retirement Accounts (IRAs) and devising strategies to supercharge their growth. However, it’s just…

  • Available Cash in Your IRA

    October 3, 2023

    Now that you invested with your self-directed account, what's your next step? Did you know that a lack of available cash in your Self-Directed account can expose you to potential…