September 29, 2026
Goldman Sachs: 80% of Ultra-Wealthy Investors Use Alternative Assets. What Do They Know? Goldman Sachs reports that 80% of investors with more than $10 million in investable assets use alternative investments. Among investors with more than $20 million, that figure rises to 91%. Why are wealthy investors turning to…
Latest Blog Posts
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,…
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…
