August 19, 2025
Promissory Note Investment Through a Self-Directed IRA Building strong retirement savings requires diversification. While most investors are familiar with conventional assets like stocks, bonds, and mutual funds, few branch out into alternatives such as promissory note investing—especially when using a Self-Directed IRA (SDIRA). If you want to diversify your retirement…
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October 23, 2024
Managing Your Retirement Savings: Key IRS Updates for 2025 Managing your retirement savings effectively is essential to ensure a secure and comfortable retirement. Staying informed about IRS rules is particularly…
October 21, 2024
Individual Retirement Accounts (IRAs) offer various benefits to help individuals save for retirement. Each type of IRA and related account has unique rules governing eligibility, contributions, and tax treatment. Below…
October 16, 2024
Spousal IRAs provide an excellent way for married couples to save for retirement, especially if only one spouse earns income. Here’s an overview of how the rules for Spousal IRAs…
October 3, 2024
Capital calls are becoming a growing challenge for limited partners (LPs) in real estate syndications. This is particularly true in the multifamily sector. With shifting market conditions, rising interest rates,…
September 29, 2024
The world of retirement savings is continuously evolving, and 2025 is set to bring new changes to contribution limits across various retirement accounts. This includes IRAs. These estimated adjustments are…
September 21, 2024
The Impact of Self-Directed IRAs on the U.S. Economy: A Path to Diversification and Growth Self-Directed IRAs (SDIRAs) have grown in popularity among savvy investors who seek greater control over…
September 12, 2024
In today’s fluctuating real estate market, investors using Self-Directed IRAs (SDIRAs) need to stay more informed and vigilant than ever. While front-end due diligence is crucial, ongoing oversight is equally…
September 10, 2024
What is a Backdoor Roth IRA? A backdoor Roth IRA isn't an official type of retirement account—it's a strategy that allows high-income earners, who surpass Roth IRA income limits, to…
September 5, 2024
When you're looking for a self-directed IRA (SDIRA) company, it's crucial to thoroughly vet potential firms to ensure they align with your investment goals and values. This can be challenging,…
September 3, 2024
Retirement planning involves a myriad of strategies, and one common consideration is whether to convert a Traditional IRA to a Roth IRA. This decision can significantly impact your tax situation…
August 28, 2024
The Rise of 401(k) Millionaires: How Ordinary Savers are Achieving Extraordinary Wealth Introduction The term "401(k) millionaire" may sound like an elusive goal for many, but it has become an…
August 26, 2024
Roth Contributions to SEP and SIMPLE IRAs: Understanding SECURE 2.0 Changes The SECURE 2.0 Act, a significant legislative update aimed at improving retirement savings options in the United States. The…
