January 15, 2026
How Founders Can Raise Capital from Self Directed IRA and Solo 401(k) Investors Without Triggering Prohibited Transactions Retirement accounts are not limited to the stock market. Many investors use self directed IRAs and Solo 401(k)s to invest in private opportunities such as real estate, private lending, and certain private businesses.…
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November 20, 2025
How a Solo 401(k) Helps Solopreneurs Save on Taxes, Invest in Alternatives, and Build Real Wealth If you’re a solopreneur, freelancer, consultant, or single-member business owner, the Solo 401(k) is…
November 20, 2025
Solo 401(k) Contribution Limits: 2025 vs. 2026 Side-by-Side Comparison Year Employee Elective Deferral Limit (under 50) Standard Catch-Up (age 50-59 or 64+) Additional Catch-Up (age 60-63, if plan allows) Employer…
November 18, 2025
Understanding the 2025–2026 Retirement Contribution Limits Real-estate investors who leverage tax-advantaged retirement accounts (especially self-directed IRAs (SDIRAs) and Solo 401(k)s) have a powerful opportunity to accelerate wealth building. These accounts…
September 22, 2025
What It Means to “Self-Direct” When you hear the term self-directed IRA, it can sound intimidating—but it’s really simple. A self-directed IRA is just like any other IRA under the…
September 18, 2025
Anticipated 2026 Contribution Limits: What’s In It for Alternative Asset Investors As we look ahead to 2026, a broad range of tax-advantaged accounts are set to get inflation-related contribution limit…
September 16, 2025
Lawsuit Challenges SEC’s Accredited Investor Rule: A Turning Point for Private Market Access? On September 9, 2025, the Investor Choice Advocates Network (ICAN) filed a lawsuit against the Securities and…
August 21, 2025
What’s Inside Your Solo 401(k) Plan Binder? If you’re self-employed or run a small business with no full-time employees (other than your spouse), the Solo 401(k) is one of the…
August 20, 2025
Investing in Cryptocurrency via a DAO with Your IRA: Opportunity and Risk Decentralized Autonomous Organizations (DAOs) are quickly becoming a popular way to participate in cryptocurrency projects. For investors, they…
August 20, 2025
Unlocking Your Retirement Funds with a Checkbook IRA LLC (by Ted Erickson of MyDirectIRA) For many investors, the frustration of being limited to stocks, bonds, and mutual funds in a…
August 19, 2025
Promissory Note Investment Through a Self-Directed IRA Building strong retirement savings requires diversification. While most investors are familiar with conventional assets like stocks, bonds, and mutual funds, few branch out…
August 7, 2025
Using a Rollover as Business Startup (ROBS) to Fund Your Business Whereas uDirect IRA Services does not offer the ROBS Model, we have many people asking questions about it. For…
August 5, 2025
✅ What’s Different About Solo 401(k) Plans? In contrast to a 401(k) plan for a company with multiple employees, A Solo 401(k)—also known as an individual 401(k)—is designed for self-employed…
