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Three Things to Understand About Your IRA

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical…

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How to Profit From The Coming Recession

by Guest Contributor, Professional Investor David Campbell, founder of Hassle-Free Cashflow Investing As a professional investor with over a billion dollars of transactional experience, I…

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Four Steps to Saving for Retirement

Not saving for retirement?  A 2018 Government Accountability Office study found that nearly one-third of Americans age 55 and older don’t have any retirement nest egg even a…

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Required Minimum Distributions

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…

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SDIRA ~ Accredited vs. Non-Accredited Investor

When investing in a private placement, also know as a PPM, Crowdfunding, Syndication, etc. you will be asked for your “accredited investor” status. Typically, this…

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Navigating The IRA-Owned LLC

by Jeff Dixon, Sr. Business Development Manager One popular option that a uDirect IRA Services account-holder can utilize is the IRA owned LLC, often referred…

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Exceptions to Withdrawal Penalties

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…

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Passive Real Estate Investing

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…

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Roth IRA Contributions and Conversions

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…

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How to Invest in Notes in Your IRA

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…

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Attention:

uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.