September 4, 2026
Estimated 2027 IRA and 401(k) Contribution Limits: What Retirement Savers Should Watch The IRS has not yet announced the official 2027 retirement-account contribution limits (as of the initial publishing of this post). However, early inflation data suggests the annual contribution limit for Traditional and Roth IRAs may increase to…
Latest Blog Posts
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…
May 4, 2026
Why TrumpIRA Matters in 2027 On April 30, 2026, an executive order directed the Treasury Department to launch TrumpIRA.gov by January 1, 2027. The goal is simple: help the estimated…
April 27, 2026
How Much Does a Self-Directed IRA Cost? (uDirect IRA Fee Breakdown + Comparison) When investors call uDirect IRA Services, one of the first things they want to understand is simple:…
April 27, 2026
How Much Should You Save for Retirement by Decade? It’s easy to compare your savings to those of your peers, but retirement readiness is far more personal than it appears.…
April 15, 2026
Self-Directed IRAs and Taxation You look at your retirement account and see the same mutual funds everyone else holds, but what if you could buy the apartment building down the…
April 13, 2026
Roth IRA Conversions: Strategy, Rules, and Tax Implications How do Roth IRA conversions work? A Roth conversion is one of the most powerful moves available to IRA investors — and…
