May 7, 2025
Roth Contributions to SEP and SIMPLE IRAs (Post-SECURE 2.0 Updates) Unlocking New Possibilities in Retirement Planning The SECURE 2.0 Act of 2022 has introduced pivotal changes for SEP and SIMPLE IRA account holders. One of the most impactful updates? Participants can now make Roth contributions to their SEP and SIMPLE…
Latest Blog Posts
June 27, 2016
By: uDirect IRA Services Business Development Manager, Jeff Dixon I talk with many people every week about how to invest their IRA in real estate. There are some specific rules…
June 24, 2016
5 TIPS TO INVESTING IN ANY OUT OF STATE MARKET By Guest Contributor Mathew Owens, CPA People ask me constantly how you should chose a market to invest in and…
June 18, 2016
From the Desk of Our CEO... Not a day goes by when there is not some interesting investment idea crosses my desk. Investors are creative people, always thinking up ways…
June 14, 2016
By Guest Contributor Mathew Owens, CPA Raising capital for your deals can be a tough resource to develop if you are just getting started investing in real estate. There can…
June 4, 2016
By Guest Contributor Amanda Han, CPA One thing that is great is that as practicing CPAs, we get to meet with clients all the time and in these meetings is…
June 2, 2016
Top 5 List of Tax Mistakes That May be Costing You Money By Guest Contributor Amanda Han, CPA We were reading an accountancy journal and saw an interesting statistic that…
June 1, 2016
The prohibited transaction rules applicable to self-directed IRAs prohibit not what your IRA can invest into but WHO your IRA may engage in a transaction with. For example, the prohibited…
May 31, 2016
By Guest Contributor Amanda Han, CPA It is scary to think that the average American loses more money to taxes each year than we do on food, clothing, and shelter…
May 26, 2016
By Guest Contributor Mathew Owens, CPA One of the main questions investors ask me when starting off investing is what entity should they setup when investing. Many investors have already…
May 24, 2016
The one thing about self-directed IRAs that really make them valuable and exciting is the fact they give you so much power to make investment decisions on your own. When…
May 23, 2016
Service Providers Can & Will Destroy Your Self-Directed IRA By Guest Contributor Attorney John Hyre I have started to notice a disturbing pattern: Service providers destroying their clients’ Self-Directed IRA’s. …
May 20, 2016
It's HARD to Make a Living. But it's EASY to Build Wealth Be sure to take time off from "work" to concentrate on building "wealth" By Guest Contributor Linda Pliagas…