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…
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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…
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…
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.…
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…
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…
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…
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…
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…
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…
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,…
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…
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.…
