August 6, 2026
Self-Directed IRA Prohibited Transactions: What Investors Need to Know Self-directed IRA prohibited transactions are among the most important rules every investor should understand before using retirement funds to invest in real estate, private companies, promissory notes, or other alternative assets. A prohibited transaction generally occurs when an IRA owner,…
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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…
April 13, 2026
The Truth About 401(k) Millionaires: What the Headlines Get Right and Wrong Recent headlines have been celebrating a surge in “401(k) millionaires,” often framing it as proof that everyday Americans…
April 12, 2026
IRA Prohibited Transactions: The Complete Guide Investing through a self-directed IRA opens the door to real estate, private lending, precious metals, and dozens of other alternative assets. But that freedom…
April 11, 2026
Why So Many Baby Boomers Are Still Working in 2026 and Redefining Retirement For decades, retirement was viewed as a well-earned finish line filled with leisure, travel, and a slower…
April 7, 2026
Why Naming a Beneficiary on Your Self Directed IRA Is One of the Most Important Decisions You Will Make When opening a Self Directed IRA, most investors focus on what…
April 7, 2026
Why More Investors Are Opening Self-Directed IRAs (And How to Get Started Today) If you’ve ever felt limited by your retirement account, you’re not alone. Millions of investors are asking:…
April 6, 2026
Buying Real Estate With a Self-Directed IRA: The Complete Guide Real estate is the most popular alternative investment held inside self-directed IRAs — and for good reason. Your IRA can…
April 6, 2026
Roth IRA Income Limits (2026 Update) Earning tax-free retirement income through a Roth IRA is a powerful wealth-building strategy, but not everyone qualifies. The IRS sets income limits that determine…
