July 3, 2026
Tax Strategy, Real Estate, and Self-Directed Retirement Accounts: What Investors Should Watch in 2026 Direct Answer Self-directed retirement accounts can help real estate and passive investors build wealth in a tax-advantaged structure, but tax strategy should not replace strong investment fundamentals. In 2026, investors should pay close attention to higher…
Latest Blog Posts
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…
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
If you have ever missed out on a real estate deal because your custodian took a week to process the paperwork, you already understand the problem a checkbook IRA is…
August 16, 2021
Annual Fair Market Valuations for Self-Directed IRA Assets Each year, your Self-Directed IRA (SDIRA) custodian is required to report the fair market value (FMV) of the assets in your retirement…
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…
