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 important exception to the normal 10% early withdrawal penalty on certain retirement-plan distributions. Normally, if you take money from a…
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May 28, 2020
Note Investing How would you like to be the solution to the problem small businesses face (and build your retirement at the same time)? During this Covid-19 pandemic many businesses…
May 26, 2020
Should You Break the Piggybank? When you lose your job or have unexpected bills, your finances are negatively impacted. Looking at the funds you saved in a retirement account may…
April 13, 2020
The CARES Act Retirement passed recently, and as a result, there are some changes to your retirement account to be aware of: RMD – Required Minimum Distribution Waived Are you…
April 10, 2020
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 during the first week of…
March 27, 2020
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 World Health Organization (WHO) has…
March 26, 2020
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 a particular year, at any…
March 24, 2020
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 them. Self-Directed IRA RMDs are…
February 4, 2020
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 brings the most significant changes…
January 7, 2020
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 of time. The rules allow…
November 8, 2019
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 and and other changes in…
November 1, 2019
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 Simplified Employee Pension (SEP) is…
October 17, 2019
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 companies to uDirect IRA Services…
