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
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…
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…
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…
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…
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…
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.…
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…
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…
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…
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…
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…
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…
