August 5, 2026
SMART Savings Act of 2026: What Could It Mean for IRA Owners? The short answer: The SMART Savings Act of 2026 proposes removing IRAs and certain similar accounts from the prohibited transaction rules under Internal Revenue Code Section 4975. However, the bill would preserve a separate rule prohibiting IRA…
Latest Blog Posts
April 6, 2026
IRA Allowable Precious Metals Investors seek to safeguard their retirement savings against market volatility and inflation. As a result, the appeal of alternative assets within Individual Retirement Accounts (IRAs) has…
April 5, 2026
What Is a Self-Directed IRA? The Complete Guide for 2026 A self-directed IRA (SDIRA) is an individual retirement account that allows you to invest in assets beyond the typical stocks,…
April 3, 2026
The Complete Guide to Self-Directed IRAs in 2026 A self-directed IRA puts you in control of your retirement investments. Instead of being limited to the stocks, bonds, and mutual funds…
April 1, 2026
Why Roth 401(k)s Are More Powerful Than Ever Thanks to SECURE 2.0 If you are serious about building long term, tax efficient wealth, whether through a traditional employer plan or…
March 31, 2026
The SEP IRA in 2026: A Simple, Powerful Retirement Tool for Business Owners If you are self-employed or run a small business, the SEP IRA continues to be one of…
March 30, 2026
A Simple Shift: How the PATH Act Helps Investors Stay Steady in Uncertain Times When markets feel unpredictable and the economic landscape seems to shift beneath our feet, investors naturally…
March 30, 2026
Are Investors Pulling Back from Real Estate or Doubling Down? If you have been watching the market lately, you have likely heard mixed signals. Real estate is slowing down. Institutions…
March 26, 2026
When you hear the term self-directed IRA (SDIRA), it can sound complex, but it’s actually a powerful and straightforward way to take control of your retirement account investing. What It…
March 12, 2026
What Capital Raisers Need to Know About ERISA and Plan Assets Raising capital from retirement accounts (such as Self-Directed IRAs, Solo 401(k)s, and other retirement plans) has become increasingly common…
March 11, 2026
Required Minimum Distributions (RMDs): Rules for Self-Directed IRAs If you have a Traditional IRA, SEP IRA, or SIMPLE IRA, the IRS will eventually require you to start pulling money out…
March 10, 2026
Every year the IRS adjusts retirement account contribution limits based on inflation. For 2026, limits have increased across nearly every account type — good news for self-directed IRA investors looking…
February 17, 2026
Prohibited Transactions in a Self-Directed IRA: Disqualified Persons, Common Traps, and How to Protect Your Retirement Account Self-directed IRAs (SDIRAs) can unlock a wider menu of investments—real estate, private lending,…
