January 12, 2026
What’s being proposed so far Based on President Trump’s January 7, 2026 statement, the idea is to ban large institutional investors from buying additional single family homes, with the intent that Congress would codify it. The biggest unknowns are how large would be defined, which ownership structures would be covered,…
Latest Blog Posts
June 13, 2025
SDIRAs - A Smart Move for Retirement Savers Ages 40+ Are you 40+ and wondering if you’re doing enough to secure your retirement? If you're looking for a smarter, more…
June 12, 2025
You Have a Self-Directed IRA — Here Are Some Things You Might Not Think About Self-Directed IRAs (SDIRAs) open the door to investment opportunities far beyond traditional stocks and bonds—think…
May 30, 2025
What Is the Difference Between an IRA and a 401(k)? When planning for retirement, two of the most common options you'll hear about are the Individual Retirement Account (IRA) and…
May 26, 2025
Self-Directed IRAs Offer Freedom—But Also Risk Self-directed IRAs (SDIRAs) are growing in popularity for investors who want to take control of their retirement by investing in real estate, private equity,…
May 24, 2025
More Americans are taking direct control of their retirement savings. Disillusioned with the constraints of traditional stock-and-bond portfolios, they’re shifting funds into Self-Directed IRAs (SDIRAs)—retirement accounts that allow investment in…
May 22, 2025
Updating our January 27th article. Supreme Court Ruling Gives Retirement Plan Participants More Power: What Cunningham v. Cornell Means for Your 401(k) If you’ve ever wondered whether your workplace retirement…
May 21, 2025
🔍 SDIRA Custodians vs. Institutional Providers: Fee Structures As the conversation around retirement investing continues to evolve, a growing number of Americans are questioning the true cost and control associated…
May 12, 2025
3 Top Reasons to Have a Self-Directed IRA If you're looking for greater control over your retirement funds and the flexibility to invest in real estate, private equity, or even…
May 10, 2025
Unlocking the Power of a Self-Directed IRA: A Smarter Path to Retirement Investing A Self-Directed IRA (SDIRA) opens the door to more than just stocks and mutual funds. With the…
May 7, 2025
Roth Contributions to SEP and SIMPLE IRAs (Post-SECURE 2.0 Updates) Unlocking New Possibilities in Retirement Planning The SECURE 2.0 Act of 2022 has introduced pivotal changes for SEP and SIMPLE…
April 8, 2025
Stock Market Got You Down? Explore the Power of Self-Directed IRAs Discover how self-directed IRAs empower retirement investors to diversify into alternative assets like real estate, startups, and precious metals.…
March 25, 2025
The mortgage finance industry is experiencing significant upheaval following the recent dismissal of top executives at Freddie Mac and the Federal Housing Finance Agency (FHFA). These developments under the Trump…
