October 7, 2026
Self-Directed IRA and Solo 401(k): How to Invest Beyond Wall Street Investors do not have to limit their retirement savings to stocks, bonds and mutual funds. A Self-Directed IRA can allow you to invest retirement funds in alternative assets such as real estate, private placements, private lending and certain…
Latest Blog Posts
July 22, 2026
Could Large Retirement Accounts Face Forced Distributions? What IRA Investors Should Know Retirement accounts are designed to encourage Americans to save and invest for the future. But what happens when…
July 20, 2026
How Can IRA Contributions Help You Invest in Real Estate? Direct answer: Annual contributions can add new capital to a Self-Directed IRA that invests in real estate. In 2026, eligible…
July 15, 2026
Feeling Stuck With Your Self-Directed IRA Custodian? You Have Options Direct Answer: You are not required to remain with your current self-directed IRA custodian. You can generally transfer your IRA…
July 14, 2026
Why uDirect IRA Services? Direct Answer: uDirect IRA Services is a leading choice for experienced investors who want to use retirement funds for real estate and other alternative assets. Forbes…
July 14, 2026
Alternative Assets in 401(k)s: Should You Wait, or Roll an Old 401(k) Into a Self-Directed IRA? Direct answer: A 2026 Department of Labor proposal could make alternative assets more common…
July 10, 2026
How Self-Directed Investing Can Help Sustain Your Lifestyle Throughout Retirement Retirement planning is not only about reaching a certain savings goal. It is about creating a financial structure that can…
July 8, 2026
How to Invest in Promissory Notes With a Self-Directed IRA What Is a Promissory Note? A promissory note is a written promise to repay borrowed money under specific terms.…
July 7, 2026
The Roth IRA 5-Year Rule: What Retirement Savers Need to Know A Roth IRA can be one of the most powerful retirement savings tools available. Contributions are made with…
July 6, 2026
The Rise of 401(k) Millionaires: How Ordinary Savers Are Building Extraordinary Wealth Introduction The term “401(k) millionaire” may sound like something reserved for high-income earners or financial experts, but it…
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…
June 30, 2026
IRS Guidance on Roth SEP and SIMPLE IRAs: What SECURE 2.0 Means for Retirement Savers Direct Answer: Are Roth SEP and Roth SIMPLE IRA Contributions Allowed? Yes. SECURE 2.0 allows…
June 30, 2026
What Is a Checkbook IRA? Understanding the IRA-Owned LLC A Checkbook IRA, also commonly called an IRA-Owned LLC, is a self-directed retirement strategy that gives investors direct control over how…
