Blog

  • Using a Rollover as Business Startup (ROBS) to Fund Your Business

    August 7, 2025

    Using a Rollover as Business Startup (ROBS) to Fund Your Business Whereas uDirect IRA Services does not offer the ROBS Model, we have many people asking questions about it.  For aspiring entrepreneurs with a retirement account and a business idea, the Rollover as Business Startup (ROBS) strategy offers a way…

Latest Blog Posts

  • Baby Boomers and RMDs

    August 26, 2024

    Who is a “Baby Boomer”?  It’s a person born during a period of time in which there is a marked rise in a population's birth rate : a person born…

  • Setting Up Your IRA-Owned LLC

    August 22, 2024

    An IRA-Owned LLC (also known as a Checkbook Control LLC) is a type of limited liability company (LLC) that is owned by a self-directed IRA (Individual Retirement Account). This structure…

  • Understanding the 50-Percent Rule

    August 19, 2024

    The 50-Percent Rule is a critical aspect of the Internal Revenue Code (IRC) Section 4975.  This Section governs prohibited transactions involving IRAs (Individual Retirement Accounts) and other tax-advantaged retirement plans.…

  • Have You Saved Enough for Retirement?

    August 19, 2024

    Retirement is a significant milestone, representing the culmination of decades of hard work and planning. But a key question remains: Have you saved enough to retire comfortably? Understanding where you…

  • Investing in Multifamily Real Estate with Your Self-Directed IRA

    August 14, 2024

    Investing in multifamily real estate has long been a preferred strategy for building wealth due to its potential for steady cash flow, appreciation, and economies of scale. When combined with…

  • Contributions vs. Profits

    August 9, 2024

    Contributions vs. Profits At uDirect IRA Services, we frequently receive questions about rolling over a 401(k) to a Self-Directed IRA (SDIRA) and how the profits generated within an IRA affect…

  • What to Do When You Miss the 60-Day Error Resolution Window

    August 8, 2024

    Found an error on your bank statement?  Then do you realize that too much time has passed to have it easily corrected? You're not alone. This common issue brings us…

  • IRS Releases Final RMD Regulations

    August 2, 2024

    IRS Releases Final RMD Regulations: Key Changes and Impacts On July 18, 2024, the IRS released the much-anticipated final regulations on Required Minimum Distributions (RMDs).  As a result, the IRS…

  • What Asset Classes Make Sense in 2024

    August 1, 2024

    What Asset Classes Make Sense in 2024 to Build Wealth in a Self-Directed IRA (SDIRA)? As we navigate the financial landscape of 2024, investors are increasingly seeking ways to diversify…

  • Combining Inherited IRAs

    July 26, 2024

    An Inherited IRA (Individual Retirement Account) is an account opened after the original owner passes away. The beneficiary of an inherited IRA can be anyone.  It could be a spouse,…

  • SDIRA Guide to Real Estate Investing

    July 25, 2024

    Investing in Real Estate with Self-Directed IRAs and 401(k)s: A Comprehensive Guide Real estate has long been a favored investment for those seeking tangible assets with the potential for steady…

  • Cryptocurrency In Your Self-Directed Account

    July 24, 2024

    Cryptocurrency Investing in a Self-Directed Retirement Account: A Guide for Savvy Investors Cryptocurrencies like Bitcoin, Ethereum, and a myriad of other digital currencies have captured the imagination of investors worldwide.…