August 4, 2026
UBIT and UDFI in a Self-Directed IRA: What Investors Need to Know How operating-business income, leverage, and investment structure can create a current tax obligation inside a retirement account Most people think all income earned inside an IRA is automatically tax-deferred or tax-free. Usually, qualifying investment income receives that treatment—but…
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January 6, 2026
Self Directed IRAs Investing in Fractional Ownership of Housing Real estate is one of the most popular alternative assets inside self directed IRAs. The challenge is that traditional real estate…
January 5, 2026
A story about freedom… and responsibility Here at uDirect IRA Serivces, we have a savvy investor (we’ll call him Alex). Alex decided retirement investing didn’t have to stop at…
January 3, 2026
Self-Directed IRAs in 2026: What’s In It for You? If you’ve ever wished you could use your retirement money to invest in real estate, syndications, private funds, or private lending,…
January 3, 2026
Prohibited Transactions in a Self-Directed IRA: The #1 Compliance Risk (and How to Avoid It) Self-Directed IRAs (SDIRAs) open the door to powerful alternative investments: real estate, private lending,…
January 2, 2026
✅ SDIRA Investor Fraud Prevention & Reporting Checklist For Syndications • Notes • Private Funds • Real Estate Deals Purpose: Help SDIRA investors protect retirement funds, reduce fraud risk,…
December 30, 2025
uDirect IRA Services Has Improved Dramatically Over the Past Few Years. Here is What Has Changed and Why It Matters to You If you have been researching self directed IRAs,…
December 29, 2025
This article explains how a 65-year-old can make $1,000,000 in retirement savings last for the next 25 years by setting a sustainable withdrawal rate, building a clear income plan, and…
December 27, 2025
How uDirect IRA's Fees Compare to Other Self Directed IRA Providers Self-directed retirement investing is growing quickly. More investors want the freedom to use IRA funds for real estate, private…
December 27, 2025
uDirect IRA Services: A Modern Self Directed IRA Company for Real Estate and Alternative Investing Many investors wonder if retirement funds can be used for more than stocks and mutual…
December 22, 2025
uDirect IRA Services: Features and Benefits When investors want to move beyond traditional retirement investments like stocks, bonds, and mutual funds, Self-Directed IRAs (SDIRAs) offer powerful flexibility. However, with that…
December 20, 2025
Solo 401(k) vs SEP IRA Which Retirement Plan Is Right for Self Employed Business Owners in 2026 If you are self-employed or own a small business, two of the most…
December 10, 2025
Why Consider a Year End Conversion from Pre Tax Retirement Savings to Roth As the end of the year approaches, many retirement savers are rethinking their long term tax strategies.…
