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Does a Roth Conversion Make Sense?

Does a Roth Conversion Make Sense for you? Imagine having a retirement account where the proceeds are entirely tax-free!   You can “convert” funds from…

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IRA Prohibited Transactions

You have a Self-Directed IRA, but do you know the rules? Some of these rules are referred to as IRA Prohibited Transactions. While the IRS…

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How the CARES Act Impacts Your Retirement Account

The CARES Act Retirement passed recently, and as a result, there are some changes to your retirement account to be aware of: RMD – Required…

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Covid-19 and Rent Collection

Did the tenants in your IRA-Owned property pay rent this month? Nearly a third of U.S. apartment renters didn’t pay any of their April rent…

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The CARES Act

Currently the world is attempting to maintain, control and defeat COVID-19 which is the official name for a new version of the Corona virus. The…

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2019 Contribution Extension

Does the IRS now give me more time to contribute money to my IRA for 2019? Yes. Contributions can be made to your IRA, for…

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Taking RMDs from your Self-Directed IRA

How do you avoid having to take Required Minimum Distributions (RMD’s)? You can’t. But, you might get to wait longer before you have to take…

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New RMD Limits

New Year, new rules.  Congress has passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) which became effective January 1, 2020. It…

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Elimination of the Stretch IRA

What is a Stretch IRA? The term refers to your beneficiaries taking Required Minimum Distributions (RMD’s) from an Inherited IRA or 401k over extended periods…

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Save More in 2020!

NEW CONTRIBUTION LIMITS ANNOUNCED The Internal Revenue Service announced that employees in 401(k) plans can contribute up to $19,500 next year starting in 2020. This…

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Maximizing Your Retirement Savings

How can you squirrel-away the most retirement savings?  If you’re self-employed you can do this easily with a SEP Plan.  First available in 1979, the…

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How uDirect IRA Services Makes Your Investing Experience...

When it comes to Self-Directing your retirement funds you want great service and reasonable fees.  We have many people switch their IRA accounts from other…

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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 Next 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

One popular option that a uDirect IRA Services account-holder can utilize is the IRA owned LLC, often referred to a “Checkbook IRA.” It’s one of…

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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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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.