September 18, 2025
Anticipated 2026 Contribution Limits: What’s In It for Alternative Asset Investors As we look ahead to 2026, a broad range of tax-advantaged accounts are set to get inflation-related contribution limit boosts. Whether you’re saving for healthcare or retirement, these higher limits mean you can shelter more money from taxes –…
Latest Blog Posts
July 23, 2025
Equal Opportunity for All Investors Act Advances with House Approval In a major move toward democratizig investment opportunities, the U.S. House of Representatives has passed the Equal Opportunity for All…
July 21, 2025
Boring to Billionaire: IRA Moves the Ultra-Wealthy Use That You Don’t Can a simple retirement account create billionaire-level wealth? Absolutely… if you use it the way the ultra-wealthy do. Take…
July 16, 2025
Trump Accounts: A New Generation of Retirement Savings and How They Compare to Self-Directed IRAs In a bold move to reshape the financial future of America’s youth, the federal government…
July 16, 2025
Is an Ex-Spouse a “Disqualified Person” in a Self-Directed IRA? When investing with a self-directed IRA, it’s important to avoid prohibited transactions as defined by Internal Revenue Code (IRC) Section…
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…
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…
June 17, 2025
What 99% of SDIRA Owners Will Never Do ... And the 1% Use to Retire Tax-Free Most people who open a Self-Directed IRA do it for one reason: freedom. They’re…
June 16, 2025
The U.S. Government is Getting Serious About Bitcoin The Act proposes the creation of a Strategic Bitcoin Reserve — a federal store of bitcoin, akin to the U.S. gold reserve.…
June 13, 2025
SDIRAs - A Smart Move for Retirement Savers Ages 40+ Are you 40+ and wondering if you’re doing enough to secure your retirement? If you're looking for a smarter, more…
June 12, 2025
You Have a Self-Directed IRA — Here Are Some Things You Might Not Think About Self-Directed IRAs (SDIRAs) open the door to investment opportunities far beyond traditional stocks and bonds—think…
May 30, 2025
What Is the Difference Between an IRA and a 401(k)? When planning for retirement, two of the most common options you'll hear about are the Individual Retirement Account (IRA) and…
May 26, 2025
Self-Directed IRAs Offer Freedom—But Also Risk Self-directed IRAs (SDIRAs) are growing in popularity for investors who want to take control of their retirement by investing in real estate, private equity,…
