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 can offer tax advantages today, tax-deferred growth over time, rollover flexibility, and the ability to build long-term retirement savings outside…
Latest Blog Posts
April 22, 2019
Promissory Notes, both secured and unsecured, have become very popular with account holders as an investment option for their IRA. Investing in Promissory Notes can be done via a new…
March 1, 2019
Did you get a 1099 or 5498 form in the mail? Here is a brief explanation of what 1099 and 5498 tax forms are. The 1099 Tax Form …is initiated…
February 6, 2019
Being an entrepreneur has its challenges and it also has its rewards. It was in September that Richard first came up with the idea for his company, a tech start-up…
November 19, 2018
2019 Means More Savings in Retirement Accounts Recently the Treasury Department announced inflation-adjusted figures for retirement account savings for 2019, and its good news for retirement savers. Traditional and Roth…
September 27, 2018
Retirement is a reality that most all Americans will face as few people work until they die. However only around 30% of people believe they can retire in comfort and…
July 27, 2018
How do you become accredited? Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. However only accredited investors can participate, and you must…
June 13, 2018
Quick Synopsis An engineer from Phoenix made a living doing “Phase I” and similar types of environmental impact reports for purchasers of commercial properties. When the 2008 crash came, his…
May 22, 2018
Requirements for Transferring Real Estate and Nonmonetary Assets from Another Custodian In order to affect a transfer of Real Estate/ Nonmonetary Assets from an existing IRA account, the…
April 27, 2018
A few months ago,uDirect IRA Services participated on a panel of experts. It's the 7th Annual Financial Tactics Brunch and it's a live educational event to discuss the details…
April 26, 2018
We want your Note investment process to go as smoothly as possible. Before you get started, call us so we can walk you through the process. Self-Directed rules differ from…
April 25, 2018
Higher prices for just about everything are raising new concerns about inflation. There are plenty of trends to monitor when it comes to assessing economic risks, but inflation is one…
March 22, 2018
In the Mazzei Roth IRA Case the Tax Court took a major step in the direction of curtailing SDIRA abuse. The case will put the kibosh to a great…