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 tired of Wall Street volatility. Tired of cookie-cutter retirement plans. Tired of handing their financial future over to faceless fund…
Latest Blog Posts
December 12, 2022
Note Lending Basics: Looking to expand the options in your retirement plan? What about "Notes:"? A secured loan note, also known as a mortgage note or promissory note, is similar…
November 7, 2022
The most popular investment class for Self-Directed investors is private equity. An IRA or Solo 401k funds can invest in a Private Placement Memorandum (PPMs), Syndications or LLC’s. Many terms…
October 22, 2022
Are you ready for retirement? You can get ready now, and the IRS is going to “help” you a bit by increasing some retirement account contribution limits for the 2023…
October 6, 2022
When you found out were you surprised that your Self-Directed IRA or Solo 401k can buy and own physical real estate property? A lot of people are! Before you get…
September 27, 2022
Are you self-employed and have no full-time employees, other than yourself? If your answer is “yes”, consider opening a Solo 401k account. Self-Directed 401k options make this retirement account very…
August 2, 2022
An IRA can owe taxes? Here’s a surprise! Your IRA can be taxed! Yes, that seems counter-intuitive. After all, aren’t IRA funds supposed to be taxed later in life when…
August 1, 2022
Have you ever thought about opening an IRA for your minor children? It’s a great way to save for their future. A Custodial IRA is an Individual Retirement Account that…
July 13, 2022
How far along are you on the road to retirement? Some of us are further along than others. Saving for retirement is the way to reach your destination. When it…
June 30, 2022
Do you know a proud parent of a kitty? It takes a special breed of person (like me). So even if you’re not a cat person, here’s the “fun” you’re…
May 13, 2022
Making a Self-Directed IRA Contribution: You can make a contribution to an IRA regardless of your age! In 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE)…
April 13, 2022
Guess what? We’re living longer! U.S. life expectancy in 2020 was 77.0 years. One hundred years ago life expectancy was around 54 years. As a result, you are likely to…
March 21, 2022
Moving cash to an IRA with uDirect is as easy as completing a Transfer or Rollover form. What about moving non-cash assets to an IRA? The same forms are needed…
