May 22, 2025
Updating our January 27th article. Supreme Court Ruling Gives Retirement Plan Participants More Power: What Cunningham v. Cornell Means for Your 401(k) If you’ve ever wondered whether your workplace retirement plan is really looking out for you, a recent U.S. Supreme Court decision just gave you a bit more leverage—and…
Latest Blog Posts
June 13, 2018
Quick Synopsis An engineer from Phoenix made a living doing “Phase I” and similar types of environmental impact reports for purchasers of commercial properties. When the 2008 crash came, his…
May 22, 2018
Requirements for Transferring Real Estate and Nonmonetary Assets from Another Custodian In order to affect a transfer of Real Estate/ Nonmonetary Assets from an existing IRA account, the…
April 27, 2018
A few months ago,uDirect IRA Services participated on a panel of experts. It's the 7th Annual Financial Tactics Brunch and it's a live educational event to discuss the details…
April 26, 2018
We want your Note investment process to go as smoothly as possible. Before you get started, call us so we can walk you through the process. Self-Directed rules differ from…
April 25, 2018
Higher prices for just about everything are raising new concerns about inflation. There are plenty of trends to monitor when it comes to assessing economic risks, but inflation is one…
March 22, 2018
In the Mazzei Roth IRA Case the Tax Court took a major step in the direction of curtailing SDIRA abuse. The case will put the kibosh to a great…
March 15, 2018
We will be finishing up the topic of TIMMUR expenses in this posting. Last time we discussed the first 3 of the 6 major expense categories that make up the…
March 14, 2018
This article teaches you about the different expenses you’ll have with your commercial properties. They are common commercial real estate costs, but what you may not be aware of is…
March 5, 2018
The GOP’s rush to get the tax code rewritten has apparently lead to a lot of unintended mistakes. Experts say they expected a few issues with such a massive piece…
January 5, 2018
Investing with Your Self-Directed IRA Once you have your new self-directed IRA opened and funded, it’s time to invest. You can invest your IRA dollars in anything except life insurance…
December 21, 2017
Overall, the new tax laws leave IRA savings alone Bullets we dodged: Initially there were concerns about what was called "Rothification” which is the idea of eliminating tax deductions and…
December 14, 2017
Taking loans for your IRA assets? If your IRA borrows money, it must be in the form of a non-recourse loan. Non-Recourse Loans for your self-directed IRA are a great…
