December 30, 2025
uDirect IRA Services Has Improved Dramatically Over the Past Few Years. Here is What Has Changed and Why It Matters to You If you have been researching self directed IRAs, you have likely seen a mix of reviews across the internet. That is true for just about every financial services…
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December 29, 2023
Can I Convert a 529 Plan to a Roth IRA? Understanding the New Rules for 2024 Recent changes in financial planning impact education and retirement savings. Starting in 2024, a…
December 28, 2023
The new year brings significant changes to IRA, 401(k), and H.S.A. plans. These changes address the financial challenges many Americans encounter in their retirement planning. The changes, though seemingly modest,…
December 27, 2023
The Federal Reserve's Financial Accounts of the United States report is a crucial resource that offers insights into the state of retirement assets across the nation. Significantly, these retirement assets…
December 26, 2023
Introduction Investing in lien notes has become an increasingly popular way for investors to diversify their portfolios and tap into the real estate market without the need for direct property…
December 21, 2023
Inheriting a traditional IRA brings with it certain responsibilities and options. If you find yourself in this position, first step is to discuss this with your financial advisor to determine…
December 19, 2023
Any child, regardless of age, can contribute to an IRA provided they have earned income; others can contribute too, as long as they don't exceed the amount of the child's…
December 18, 2023
Self-Directed retirement investing means the saver chooses their own assets and directs a custodian to fund these choices. Self-directed IRA providers are not fiduciaries in that they do not provide…
December 16, 2023
Cryptocurrency has gained popularity as an investment. It's now a viable option for self-directed Individual Retirement Accounts (IRAs). This article explores the benefits of using cryptocurrency in a Understanding Self-Directed…
December 16, 2023
In addition to the existing penalty exceptions, the SECURE 2.0 Act, effective December 29, 2022, introduces new exceptions to the 10% early withdrawal penalty from retirement accounts. As a result,…
December 12, 2023
(updated 02/20/2025) If you have an IRA-Owned LLC, be aware that in, you will need to file a Beneficial Ownership Report due to the Corporate Transparency Act (CTA). The Act,…
December 12, 2023
In a regular IRA, you can to invest in traditional assets like stocks, bonds, and mutual funds. However, if you opt for a Self-Directed Gold IRA, you can significantly broaden…
December 9, 2023
The IRS website is a valuable resource for understanding the intricacies of retirement plan and IRA rollovers. Initially, it provides a thorough explanation of the different rollover types, including direct…
