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. This legitimizes Bitcoin as a long-term sovereign asset class. Why that matters to you: When the federal government starts stockpiling…
Latest Blog Posts
February 22, 2022
What’s new in 2022 for your IRA? We may see a resurgence of some of the proposals considered in the Build Back Better Act. For now the most likely changes…
January 31, 2022
You’re at home watching late-night television and you see a commercial. There’s a man sitting in an easy chair caressing the gold bullion he is storing in his home. This…
December 22, 2021
Your Self-Directed account faced threats this year from the Build Back Better Act. Now those threats are off the table, but for how long? THE HOUSE Starting September 13, 2021,…
November 12, 2021
Get ready for retirement by contributing to your retirement account! Take a minute to write a check to your IRA and invest in your future. You may even get…
October 28, 2021
REQUIRED MINIMUM DISTRIBUTIONS (RMD’s): At age 72, you need to take “required minimum distributions” from your retirement accounts. The deadline is December 31st of each calendar year. You will find…
October 19, 2021
Self-Directed IRA investment in Private Placement Equity and IRA-Owned LLCs are on the line right now. Congress is not just targeting mega-IRAs! We all heard of Peter Thiel who turned…
October 4, 2021
Your IRA assets could be in jeopardy. Tell your story now and let your voice be heard! The "Build Back Better Act" before Congress has some 140,000 sections. Our lawmakers…
September 23, 2021
In this article I’m going to discuss a few reasons why Sections 138312 and 138314 of the House reconciliation bill (released September 13th) threatens the investment choices of an approximate…
September 7, 2021
When you open a Self-Directed retirement account, does it come with a checkbook? We get asked that question often. The answer is “No”. The “Checkbook IRA” (The IRA-Owned LLC) is…
August 16, 2021
Every year your Self-Directed IRA custodian reports the value of the assets in your account to the IRS. Accomplishing this requires the account holder to provide a current market valuation…
July 12, 2021
Types of Retirement Accounts: You probably heard of a Traditional and a Roth IRA. You might not know there are different types of IRAs to consider. Pre-tax retirement accounts include…
June 17, 2021
Do you have a retirement account? You need to designate a beneficiary. That is where this story begins. IRA inheritance is a bumpy story, so fasten your seat belt. Your…
