
June 22, 2026
IRS Private Letter Ruling Offers Insight on Inherited IRAs Passing Through an Estate The IRS recently released Private Letter Ruling 202624001, which addresses the treatment of an inherited IRA under Internal Revenue Code sections 408 and 401(a)(9). While the ruling is not necessarily groundbreaking, it is still worth discussing because…
Latest Blog Posts
April 30, 2016
How much do we need to retire? Each individual’s situation is unique. Yet, almost everyone invariably underestimates how much money they’ll need to survive retirement. Have you ever tried to…
April 28, 2016
Self-Directed IRAs/Freedom to Invest in Assets You Understand By Kaaren Hall, CEO/Founder of uDirect IRA Services, LLC When it comes to retirement, there is a huge deficit between what we…
April 26, 2016
Self-Directed IRAs – Contributions, Transfers and Rollovers By Kaaren Hall, CEO/President – uDirect IRA Services Welcome to the world of Self-Directed IRAs! Guess what? These powerful investment tools are just…
April 25, 2016
By Guest Contributor Mathew Owens YOU CAN INVEST IN REAL ESTATE INSIDE YOUR SELF DIRECTED RETIREMENT ACCOUNT BUT YOU BETTER DO YOUR DUE DILIGENCE Many investors do not realize they…
April 25, 2016
Learn the Rules ~ Avoid these Mistakes Getting a property under contract then opening a self-directed IRA Taking personal possession of IRA proceeds Signing documents on behalf of the IRA…
April 22, 2016
Overcoming the Challenges Self-Directed IRAs provide a direct line of focus to tap into $26 Trillion in retirement savings. Instead of investing in typical publicly-traded assets, investors can use their…

