Are you intrigued by the idea of expanding your retirement portfolio beyond the traditional avenues of stocks and bonds? Delving into the realm of Real…

The IRS goes to great lengths to outline the prohibited transactions of your IRA.  Prohibited transactions may involve disqualified persons. Engaging in prohibited transactions within…

Are you in your 70’s?  Congratulations on reaching that golden age! But, hold on – there’s a financial rite of passage awaiting you, known as…

Are you a self-employed individual with no full-time employees in your company? If so, here’s great news for you! The Solo 401k is emerging as…

Let’s explore the dynamic world of investment possibilities that await you. Remember, the key to success is active involvement and adherence to self-directed IRA investment…

Self-directed retirement accounts offer individuals the freedom to invest in a wide range of assets beyond traditional options like stocks and bonds. While this flexibility…

Imagine the allure of a retirement account where your proceeds are entirely tax-free. The concept of a Roth Conversion enables individuals to transform funds from…

Navigating the Ins and Outs of an IRA-Owned LLC with uDirect IRA Services Introduction Looking to maximize your retirement savings? The IRA-Owned LLC, commonly known…

Is a Self-Directed IRA a Good Idea? Introduction When it comes to planning for retirement, choosing the right investment vehicle is crucial. One option that…

Self-Directed IRAs and Solo 401(k)s have been around a long time – nearly 50 years!  Still, being able to invest outside of Wall Street into…

Navigating Worthless Assets in Your Self-Directed IRA: A Guide to Smart Decision-Making Investing through a self-directed IRA can be a path to financial growth, but…

Can I Contribute to a Traditional IRA? Understanding Eligibility and Limits Contributing to a Traditional IRA is an option for anyone who has earned income.…

Cash Reserve Essentials for Your Self-Directed Account in 2024 Introduction: Navigate the dynamic economic landscape of 2024 by understanding the nuances of your Self-Directed IRA…

Understanding the World of Accredited Investors Introduction In the financial sector, the term “accredited investor” has been a cornerstone since its inception in the 1930s.…

Navigating Your Approach to Retirement: An Active Approach When planning for retirement, it’s crucial to understand your retirement account balance in the context of your…

Your IRA Could Be Taxed – Here’s What You Need to Know Hey there, savvy investors! Let’s talk about something you might not expect: your…

Can I Convert a 529 Plan to a Roth IRA? Understanding the New Rules for 2024 Recent changes in financial planning impact education and retirement…

The new year brings significant changes to IRA, 401(k), and H.S.A. plans.  These changes address the financial challenges many Americans encounter in their retirement planning.…

The Federal Reserve’s Financial Accounts of the United States report is a crucial resource that offers insights into the state of retirement assets across the…

Introduction Investing in lien notes has become an increasingly popular way for investors to diversify their portfolios and tap into the real estate market without…