August 27, 2026
Can an HSA Be Better Than a Traditional IRA for Retirement Investing? For an eligible saver, a Health Savings Account (HSA) can be one of the most tax-efficient accounts available for retirement planning. That does not mean it replaces a Traditional IRA. An HSA has stricter eligibility rules and…
Latest Blog Posts
January 20, 2026
Precious Metals in 2026: A Retirement Saver’s Guide to Currency Risk, Gold, and Silver Using Self Directed IRAs and Solo 401(k)s IRA If you’ve felt like cash is safe and…
January 15, 2026
How Founders Can Raise Capital from Self Directed IRA and Solo 401(k) Investors Without Triggering Prohibited Transactions Retirement accounts are not limited to the stock market. Many investors use self…
January 14, 2026
Refinancing a Non-Recourse Loan Inside a Self Directed IRA: What Investors Need to Know Refinancing is common in standard real estate investing, but when a property is owned by a…
January 12, 2026
What’s being proposed so far Based on President Trump’s January 7, 2026 statement, the idea is to ban large institutional investors from buying additional single family homes, with the intent…
January 9, 2026
Top 10 alternative assets for self-directed investors in 2026 Typically If the goal is income those asset classes include: Private credit, real estate notes, bridge lending, and equipment leasing are…
January 9, 2026
Social Security is shifting in 2026 and the “eligibility” numbers matter Each year, Social Security updates key thresholds tied to wages and inflation. For 2026, one of the most important…
January 8, 2026
Prohibited Transactions in IRA-Owned LLCs: “Checkbook Control” Traps to Avoid An IRA-owned LLC, sometimes called a checkbook control LLC, can make investing faster and easier. That convenience comes with a…
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,…
