January 29, 2026
Can you have a SEP IRA and a Solo 401(k) at the same time? Yes, you can have both at the same time. We look to the IRS for answers. Whether it works cleanly depends on whether the plans are sponsored by the same employer, and whether your SEP was…
Latest Blog Posts
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…
March 22, 2025
Many investors use self-directed retirement accounts to invest in real estate, leveraging the tax advantages of IRAs or Solo 401(k)s to build wealth through rental properties, commercial buildings, or other…
March 14, 2025
What Is a Missing Participant? A missing participant is an account holder in a retirement plan (including a Self-Directed IRA) who cannot be located or is unresponsive to communications from…
March 6, 2025
Trump's Proposed Sovereign Wealth Fund: A Viable Alternative to the 401(k)? On February 3, 2025, President Donald J. Trump signed an executive order directing the creation of a United States…
February 26, 2025
Saving for retirement isn’t just about securing your future—it can also provide significant tax benefits today. Whether you contribute to an employer-sponsored 401(k), a Self-Directed IRA (SDIRA), or a Solo…
February 25, 2025
Church retirement plans, known as 403(b)(9) plans, are specialized retirement savings vehicles tailored to meet the unique needs of churches and their affiliated organizations. These plans offer distinct advantages, including…
