July 4, 2025
New HSA Law Benefits Couples and Unlocks More Opportunities to Self-Direct A newly passed law is making Health Savings Accounts (HSAs) more powerful than ever, especially for married couples and near-retirees. On The U.S. Senate passed the One Big Beautiful Bill Act (H.R. 1) with strong bipartisan support. This sweeping…
Latest Blog Posts
September 2, 2023
Are you interested in starting a self-directed IRA? uDirect IRA Services offers all the necessary tools to enable you to take control of your retirement savings and invest them in…
August 23, 2023
Many people ask uDirect IRA Services questions about transferring money from a 401k to a Self-Directed IRA. They also ask what happens when an IRA investment generates profits exceeding the…
July 6, 2023
Taxable? No. Great news, right? Moving money from one retirement account to another rarely is a taxable issue. You are only taxed when you take a distribution of funds from…
June 15, 2023
Raising Capital: Are you looking for sources of money for your deals? it is important to know that one ready and available option is retirement accounts. There is over $40…
May 28, 2023
Are you concerned about the volatility in the stock market? Many people suffered significant losses to their IRAs in 2022, and 2023 may not be much better. Diversifying into real…
May 9, 2023
Moving Retirement Funds to a Different Type of Retirement Account Can you move retirement funds from one account type to another? The answer is YES! In fact, many people do…
April 4, 2023
Did you know a Self-Directed IRA or Solo 401k can buy rental Real Estate? This comes as a surprise to many people. However, not only can a retirement account buy…
March 4, 2023
The Setting Every Community Up for Retirement Enhancement Act of 2019, also known as the SECURE Act, was passed by Congress and signed into law on December 20, 2019. The…
February 8, 2023
Our account holders say self-directed accounts allow them to make any investment they want. That is not entirely accurate. It is true you choose the investments made, but the IRA…
January 24, 2023
Does your Self-Directed IRA or Solo 401(k) have assets in it? If so, those assets may have expenses. 100% of expenses related to IRA assets must be paid for by…
January 3, 2023
Are you self-employed? No full-time employees in any of the companies you own? Great! You are eligible to save for retirement and lower your tax burden with a Solo 401k.…
December 23, 2022
The SECURE Act 2.0 was signed 12/23/2022 and it brings with it many positive changes for retirement savers: Required Minimum Distributions * Increases the age for mandatory RMDs from age…
