Changes to the SDIRA Landscape

Over the past 5 years the landscape of self-directed IRAs (SDIRAs) and self-directed Solo 401(k) accounts has changed.  As a result, we see several key…

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Rethinking Retirement

The retirement planning landscape is rapidly evolving in today’s world. We are grappling with the challenges of an aging population, an uncertain social security future,…

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The Future of Self-Directed IRAs: Trends and Predictions

Have you been contemplating diving into the alternative investment space but haven’t yet taken the plunge? Now might be the perfect time, as the demand…

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2024 Contribution Limits for IRA, Solo 401(k), SEP...

Introduction Stepping into the year 2024, it’s essential for investors and retirement savers to stay updated on the latest changes.  There are changes in contribution…

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Your Comprehensive Guide to Self-Directed IRAs

Introduction: In the world of retirement planning and investment, a Self-Directed Individual Retirement Account (SDIRA) stands out as a powerful tool for those looking to…

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20 Ways To Avoid Elder Financial Abuse

What Is Elder Financial Abuse? “Financial exploitation” means the illegal, unauthorized, or fraudulent use, or deprivation of use, of the property of a vulnerable adult…

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Using Your Self-Directed IRA To Invest in Private...

Why Private Equity? When considering a Self-Directed IRA, Private Equity stands out as one of the asset classes of choice. It offers financial freedom, security,…

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Unlocking Financial Freedom: Self-Directed Retirement Savings

Introduction Retirement planning has evolved significantly over the years. Typical retirement accounts, such as 401(k)s and IRAs, have been the go-to options for many, but…

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Mastering the 2023 RMD Rules

Introduction In the realm of wealth management, much of the talk centers on amassing assets inside Individual Retirement Accounts (IRAs) and devising strategies to supercharge…

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Available Cash in Your IRA

Now that you invested with your self-directed account, what’s your next step? Did you know that a lack of available cash in your Self-Directed account…

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Self-Directed IRA Steps

Are you interested in self-directed IRA services? uDirect IRA Services offers all the necessary tools to enable you to take control of your retirement savings…

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Deciphering Retirement Funding, Contributions, and Profit Movement

Many people ask uDirect IRA Services questions about transferring money from a 401k to a Self-Directed IRA.  They also ask what happens when an IRA…

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Is Transferring From a 401k to a Self-Directed IRA...

Taxable?  No.  Great news, right? Moving money from one retirement account to another rarely is a taxable issue. You are only taxed when you take…

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Raising Capital for Your Investment Opportunities

Raising Capital: Are you looking for sources of money for your deals?  it is important to know that one ready and available option is retirement…

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Not happy with your IRA’s performance?

Are you concerned about the volatility in the stock market? Many people suffered significant losses to their IRAs in 2022, and 2023 may not be…

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Moving Retirement Funds to a Different Account Type

Moving Retirement Funds to a Different Type of Retirement Account Can you move retirement funds from one account type to another? The answer is YES!…

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Financing for Real Estate with a Self-Directed IRA

Did you know a Self-Directed IRA or Solo 401k can buy rental Real Estate? This comes as a surprise to many people. However, not only…

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How the SECURE Act Affects Retirement Accounts

The Setting Every Community Up for Retirement Enhancement Act of 2019, also known as the SECURE Act, was passed by Congress and signed into law…

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Avoiding Prohibited Transactions

Our account holders say self-directed accounts allow them to make any investment they want. That is not entirely accurate. It is true you choose the…

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Why Does Your Self-Directed IRA Need Cash Reserves?

Does your Self-Directed IRA or Solo 401(k) have assets in it?  If so, those assets may have expenses.  100% of expenses related to IRA assets…

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