How to Handle an Excess IRA Contribution
If you have earned income from a W-2 job or self-employment, you are eligible to make an annual contribution to a Self-Directed IRA. However, there…
If you have earned income from a W-2 job or self-employment, you are eligible to make an annual contribution to a Self-Directed IRA. However, there…
If you’ve ever pondered over the realm of self-directed retirement accounts, you’re not alone. The concept can seem intricate, but fear not, as we’ve compiled…
Offering retirement benefits to employees isn’t exclusive to large corporations. Small businesses can also pave the way for their team’s financial security through SIMPLE IRA…
Are you considering investing in real estate through a self-directed IRA? If so, you’ve likely pondered the idea but may find yourself short on funds…
So, you’ve set your sights on becoming a passive real estate investor? Well, congratulations are in order! After all, a staggering 90% of the world’s…
Navigating Accredited Investor Status in 2024: Exploring Evolving Criteria and Future Prospects In the realm of investments, the designation of “accredited investor” carries substantial significance.…
Self-directed IRAs offer a distinct advantage: the ability to diversify beyond traditional stocks, bonds, and mutual funds. By harnessing the power of alternative assets, investors…
In the realm of retirement planning, the conventional approach often revolves around stocks, bonds, and mutual funds. However, for those seeking to diversify their portfolios…
Promissory notes, both secured and unsecured, have gained significant traction among IRA account holders. This surge in popularity stems from the potential for attractive returns…
In the realm of retirement planning, the Individual Retirement Account (IRA) stands as a cornerstone for many individuals seeking to secure their financial future. However,…
Scams targeting seniors have become increasingly common in today’s digital age. With the rise of technology and the internet, scammers have found new and sophisticated…
Investors are always seeking innovative ways to maximize their savings and investments. One strategy gaining attention is the use of a dual member IRA-owned Limited…
Recently, uDirect IRA Services fielded a question: “If a Debt Fund passively invests in notes secured in first position by real estate, would the Plan…
For individuals using retirement accounts, planning for financial stability during their post-employment years is crucial. One strategy often employed is the Substantially Equal Periodic Payments…
The SECURE Act of 2022 (SECURE 2.0) brought about changes to both individual retirement accounts (IRAs) and employer-sponsored retirement plans. However, akin to prior similar…
The Senate Health, Education, Labor, and Pensions Committee (Senate HELP Committee) convened on February 28, 2024, for a critical hearing titled, “Taking a Serious Look…
In today’s dynamic investment landscape, individuals are increasingly seeking avenues to diversify their retirement portfolios beyond the stock market. One promising avenue gaining traction is…
Individual Retirement Accounts (IRAs) offer individuals a powerful tool for saving for retirement. Traditionally, IRAs have been associated with investing in stocks, bonds, and mutual…
Introduction: Investing your self-directed retirement account in alternative assets can offer exciting opportunities beyond traditional stocks and bonds. One such avenue gaining traction is investing…
With investing, diversification is key to a robust investment portfolio. For many individuals, self-directed IRAs (Individual Retirement Accounts) offer a pathway to explore alternative investments…