Blog

  • Self-Directed IRA for Military

    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. Reviewed by Kaaren Hall, CEO. Most service members spend years contributing to a Thrift Savings Plan without realizing that, at…

Latest Blog Posts

  • What’s new about the Accredited Investor Status?

    October 1, 2020

    Accredited Investor Status Are you “Accredited”? Accredited Investor is a term used by the Securities and Exchange Commission (SEC) to describe investors who are financially sophisticated. It is felt they…

  • What’s New for Roth IRA RMDs and Solo 401(k)s?

    September 25, 2020

    What’s new for Roth IRA RMDs? Trying to figure out the changes in retirement accounts for 2020? For instance, the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act,…

  • Foreclosing on a Loan Made by Your Self-Directed IRA

    August 12, 2020

    Does your IRA have a loan out on real estate?  Making a secured home loan from your Self-Directed IRA can be a great way to grow your retirement account. However,…

  • Rollins v. Commissioner

    August 11, 2020

    In the court case "Rollins v. Commissioner" the court ruled, based on the facts and circumstances that the taxpayer was engaging in prohibited transactions that were the result of his…

  • Precious Metals IRA

    July 21, 2020

    There are several big pluses to investing in a precious metals IRA that many people point to.  Positives: One reason people choose a precious metals IRA is because metals are a physical commodity. If…

  • How Do I Retire?

    July 15, 2020

    Planning to retire? If you are asking, “how do I retire?”, you are not alone.  20.7 million people are expected to reach retirement age in 2020. According to this survey…

  • Become a Hard Money Lender with Your IRA

    July 8, 2020

    Becoming a hard money lender is one way to grow your IRA.  Promissory Notes, both secured and unsecured, are extremely popular with investors as an option for their IRA.  Investing…

  • Taking RMDs in 2020

    July 1, 2020

    Your need to take a 2020 RMD is waived Earlier this year the CARES Act was signed into law. One of the benefits of this Act was the elimination for…

  • New Deadlines for Setting up the Solo 401k

    June 24, 2020

    Are you self-employed? Do you do the work yourself without any employees in any of the companies you own? Then you may qualify for a Solo 401(k) account due to…

  • How To Complete a Self-Directed IRA Rollover/Transfer

    June 10, 2020

    Many benefits come with self-directed IRAs, such as having the freedom to invest in whatever you want. However, you may be wondering how you can move money that you have…

  • Planning for Retirement

    June 9, 2020

    Ready to retire?  Most people aren't.   So, how much will you really need in savings to retire? When planning for retirement there are several variables regarding your retirement expenses. Things…

  • How to Open A Self-Directed IRA

    June 5, 2020

    You have heard about investing your retirement outside of Wall Street but how do you get started.  This article will tell you exactly how to open a self-directed IRA. Things…