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Kaaren Hall udirect ira services llc

Putting Your ”Self” in the Self-Directed IRA

The Responsibilities You Assume When You Self-Direct When it comes to self-directed IRAs there are many unusual expectations each account-holder should have about the responsibilities…

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Kaaren Hall udirect ira services llc

Private to Public Stock in Your IRA

CONVERTING PRIVATE STOCK IN YOUR IRA TO PUBLIC STOCK One of the top investments for Self-Directed IRA investors is private stock.  Private companies look to…

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Kaaren Hall udirect ira services llc

What is it Costing You to Save for...

By Kaaren Hall, CEO of uDirect IRA Services COSTS CAN BE MORE THAN THEY APPEAR There are a few things to consider when you’re thinking…

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Jeff Dixon udirect ira services llc

5 Things to Know About Investing Your IRA...

By:  uDirect IRA Services Business Development Manager, Jeff Dixon I talk with many people every week about investing in real estate with their IRA .…

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Mathew Owens udirect ira services llc

5 Tips to Investing Out of State

5 TIPS TO INVESTING IN ANY OUT OF STATE MARKET By Guest Contributor Mathew Owens, CPA People ask me constantly how you should chose a…

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Kaaren Hall udirect ira services llc

From the Desk of Our CEO

From the Desk of Our CEO… Not a day goes by when there is not some interesting investment idea crosses my desk.  Investors are creative…

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Mathew Owens udirect ira services llc

How to Raise Private Capital For Real Estate

By Guest Contributor Mathew Owens, CPA Raising capital for your deals can be a tough resource to develop if you are just getting started investing…

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Amanda Han udirect IRA

A Common Entity Mistake You Need to Avoid

By Guest Contributor Amanda Han, CPA One thing that is great is that as practicing CPAs, we get to meet with clients all the time…

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Top 5 Costly Mistakes on Your Taxes

Top 5 List of Tax Mistakes That May be Costing You Money By Guest Contributor Amanda Han, CPA We were reading an accountancy journal and…

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WHO IS PROHIBITED TO MY SELF-DIRECTED IRA?

The prohibited transaction rules applicable to self-directed IRAs prohibit not what your IRA can invest into but WHO your IRA may engage in a transaction…

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8 Signs You May be Overpaying Your Taxes

By Guest Contributor Amanda Han, CPA It is scary to think that the average American loses more money to taxes each year than we do…

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TOP 5 QUESTIONS FOR REAL ESTATE INVESTORS ABOUT...

By Guest Contributor Mathew Owens, CPA One of the main questions investors ask me when starting off investing is what entity should they setup when…

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Kaaren uDirect IRA

The Life Cycle of a Self-Directed IRA

The one thing about self-directed IRAs that really make them valuable and exciting is the fact they give you so much power to make investment…

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John Hyre

Service Providers Can & Will Destroy Your Self-Directed...

Service Providers Can & Will Destroy Your Self-Directed IRA By Guest Contributor Attorney John Hyre I have started to notice a disturbing pattern:  Service providers…

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Linda Pliagas udirect ira services llc

EASY to Build Wealth

It’s HARD to Make a Living. But it’s EASY to Build Wealth Be sure to take time off from “work” to concentrate on building “wealth”…

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John Hyre udirect ira services llc

Checkbook LLC Blows Up

Real estate entrepreneur pays obscene taxes after typical “Checkbook LLC” arrangement blows up; Some notes on “dealer” status & other flipper tax issues By Guest…

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Mathew Owens udirect ira services llc

INVESTING / REAL ESTATE ASSET CLASSES

STRATEGICALLY INVESTING IN DIFFERENT REAL ESTATE ASSET CLASSES  by Guest Contributor Mathew Owens, CPA Getting started investing in real estate can be overwhelming and many…

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John Hyre

Loan Guarantees Create Prohibited Transactions

The Thiessen Tax Court Case – Loan Guarantees Create Prohibited Transactions and Other Lessons By Guest Contributor Attorney John Hyre The Basic Lesson Do not…

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Why Self-Direct?

Emerging Economic Trends and Major Shifts There are major economic and investment industry shifts evolving. Even if they were possible to ignore, burying your head…

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DUE DILIGENCE ON MULTIFAMILY PROPERTY

TOP 5 DUE DILIGENCE ITEMS ON ANY MULTIFAMILY PROPERTY by Guest Contributor~Mathew Owens, CPA After reviewing hundreds of multifamily properties and acquiring multiple value-add multifamily…

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uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.