In the realm of retirement planning for the self-employed, the Individual 401(k) stands out as a potent tool, offering significant advantages under the tax laws…

Investing in precious metals through a Self-Directed IRA can be an appealing option.  Its one way to diversify your retirement portfolio.  However, it’s crucial to…

Understanding the 10% Holdback Rule Investing in real estate through a Self-Directed Individual Retirement Account (SDIRA) or Solo 401(k) plan can be a lucrative strategy…

Investing your Individual Retirement Account (IRA) in real estate presents lucrative opportunities, but it entails specific rules and considerations. At uDirect IRA Services, we engage…

Navigating the realm of investments can feel like diving into the unknown, especially for those just starting out. However, the complexity, risks, and unfamiliarity can…

Are you enthusiastic about real estate investing? Do you envision building a robust portfolio of properties that generate passive income and long-term wealth? If so,…

Individual Retirement Accounts (IRAs) have been around for about 50 years.  IRAs allow individuals to invest in stocks, bonds, mutual funds, and other traditional assets.…

Introduction: Investing in real estate through self-directed retirement accounts offers you the opportunity to diversify your retirement portfolios beyond traditional stocks and bonds. One powerful…

Saving for retirement is a crucial aspect of financial planning, especially for entrepreneurs and small business owners who often lack the security of traditional employment…

Understanding Prohibited Transaction Exemptions: A Deep Dive into the Department of Labor’s Final Regulations On January 24, 2024, the Department of Labor (DOL) announced significant…

In the realm of retirement planning, traditional Individual Retirement Accounts (IRAs) often limit investment choices to stocks, bonds, and mutual funds. However, for those seeking…

Mastering the IRA 60-day rollover provision empowers individuals to efficiently manage their retirement funds while avoiding unintended tax consequences. In this article, we explore the…

Investors often leverage Self-Directed Individual Retirement Accounts (IRAs) for real estate ventures.  As a result, these inventors capitalize on diversification and potential growth within a…

Investing in real estate has always been a popular choice for those looking to build wealth, and for some, utilizing their self-directed IRA presents a…

Planning for retirement often extends beyond workplace plans. Can you contribute to an IRA while participating in an employer-sponsored plan?  Yes, you can.  The thing…

Double IRA Contributions in 2024: Maximizing Your Savings Contributing to your Individual Retirement Account (IRA) is a powerful financial.strategy.  Not only does it help you…

Are you intrigued by the idea of expanding your retirement portfolio beyond the traditional avenues of stocks and bonds? Delving into the realm of Real…

The IRS goes to great lengths to outline the prohibited transactions of your IRA.  Prohibited transactions may involve disqualified persons. Engaging in prohibited transactions within…

Are you in your 70’s?  Congratulations on reaching that golden age! But, hold on – there’s a financial rite of passage awaiting you, known as…

Are you a self-employed individual with no full-time employees in your company? If so, here’s great news for you! The Solo 401k is emerging as…