May 24, 2025
More Americans are taking direct control of their retirement savings. Disillusioned with the constraints of traditional stock-and-bond portfolios, they’re shifting funds into Self-Directed IRAs (SDIRAs)—retirement accounts that allow investment in real estate, private businesses, cryptocurrency, tax liens, farmland, and more. This movement reflects a growing preference for Main Street over…
Latest Blog Posts
August 1, 2019
When you have a pre-tax retirement account (like a Traditional IRA, SEP IRA or 401(k)) the time will come when you will need to begin to take Required Minimum Distributions…
July 8, 2019
When investing in a private placement, also know as a PPM, Crowdfunding, Syndication, etc. you will be asked for your “accredited investor” status. Here, we’ll discuss what makes someone an…
June 3, 2019
One popular option that a uDirect IRA Services account-holder can utilize is the IRA owned LLC, often referred to a “Checkbook IRA.” It's one of the tools in your investor…
May 20, 2019
Exceptions to Withdrawal Penalties in a Traditional IRA Sometimes we have to break into the piggy bank also known as our IRA. When you have a Traditional IRA and you…
May 1, 2019
So you want to be a passive real estate investor? Congratulations! 90% of the world’s millionaires do this to create wealth. Problem is you have job and can’t spend all…
April 23, 2019
A Roth IRA is a retirement account that accepts after-tax funds. That means you pay taxes on the contributions. The profits then grow tax-exempt. For the 2019 tax year…
April 22, 2019
Promissory Notes, both secured and unsecured, have become very popular with account holders as an investment option for their IRA. Investing in Promissory Notes can be done via a new…
March 1, 2019
Did you get a 1099 or 5498 form in the mail? Here is a brief explanation of what 1099 and 5498 tax forms are. The 1099 Tax Form …is initiated…
February 6, 2019
Being an entrepreneur has its challenges and it also has its rewards. It was in September that Richard first came up with the idea for his company, a tech start-up…
November 19, 2018
2019 Means More Savings in Retirement Accounts Recently the Treasury Department announced inflation-adjusted figures for retirement account savings for 2019, and its good news for retirement savers. Traditional and Roth…
September 27, 2018
Retirement is a reality that most all Americans will face as few people work until they die. However only around 30% of people believe they can retire in comfort and…
July 27, 2018
How do you become accredited? Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. However only accredited investors can participate, and you must…
