August 7, 2026
What Is the Best Investment for a SDIRA? What Is the Best Investment for a SDIRA? The best investment for a SDIRA is generally an investment you understand, can properly evaluate, and believe fits your retirement goals, risk tolerance, timeline, and overall portfolio strategy. There is no single investment…
Latest Blog Posts
June 22, 2026
Secured and Unsecured Notes in a Self-Directed IRA Tired of watching your wealth ride the unpredictable roller coaster of the stock market? Many modern investors are turning to alternative investments…
June 22, 2026
IRS Private Letter Ruling Offers Insight on Inherited IRAs Passing Through an Estate The IRS recently released Private Letter Ruling 202624001, which addresses the treatment of an inherited IRA under…
June 19, 2026
How Required Minimum Distributions Can Affect the Taxation of Your Social Security Benefits Roth IRA? Traditional IRA? 401(k)? Your retirement income sources matter. Required Minimum Distributions, often called RMDs,…
June 19, 2026
Roth IRA: How Tax-Free Retirement Savings Can Help You Build Long-Term Wealth What Is a Roth IRA? A Roth IRA is an individual retirement account that allows you to contribute…
June 19, 2026
Traditional IRA: A Tax-Advantaged and Self-Directed Way to Build Retirement Wealth A Traditional IRA is one of the most familiar retirement savings tools in America, and for good reason. It…
June 10, 2026
Self-Directed IRA for Military: Putting Your TSP and Retirement Savings to Work By Kaaren Hall, Founder and CEO, uDirect IRA Services Published June 10, 2026. Last updated June 10, 2026.…
June 10, 2026
What Is the Rule of 55? A Retirement Plan Exception You Should Know Before Rolling Over a 401(k) What Is the Rule of 55? The Rule of 55 is an…
June 4, 2026
Roth IRA Conversion Strategies to Help Reduce Future RMDs and Taxes in 2026 Managing taxes in retirement can feel overwhelming, especially when required minimum distributions, Medicare premiums, and future tax…
May 29, 2026
Where People Invest Using Self-Directed Accounts Self-directed retirement accounts give investors the ability to move beyond traditional stocks, bonds, and mutual funds. With a Self-Directed IRA or Solo 401(k), account…
May 27, 2026
Can I Buy a Mobile or Manufactured Home in My Self-Directed IRA? Can a Self-Directed IRA buy a mobile home or manufactured home? The answer is: possibly, but the details…
May 26, 2026
What to Do When You Receive a Large Windfall: A Self-Directed IRA Perspective Receiving a large windfall can be exciting, emotional, and overwhelming all at once. Maybe you sold a…
May 11, 2026
What It Means to “Self-Direct” Your Retirement Account in 2026 Most investors are familiar with traditional retirement accounts that limit investments to stocks, mutual funds, ETFs, and bonds. But a…
