April 6, 2026
Roth IRA Income Limits (2026 Update) Earning tax-free retirement income through a Roth IRA is one of the most powerful wealth-building strategies available, but not everyone qualifies. The IRS sets income limits that determine whether you can contribute directly. Understanding these limits is key before funding your account. What Determines…
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January 16, 2025
50 Years of ERISA Fifty years ago, ERISA, the Employee Retirement Income Security Act of 1974, changed the game for retirement savings. It was the birth of IRAs—those trusty tools…
January 13, 2025
The Proposed Future of Accredited Investor Status: What Self-Directed Retirement Investors Should Know With the new presidential administration and the appointment of Paul Atkins as the likely new Chair of…
January 13, 2025
Take Control of Your Financial Future with A BiggerPockets Guide: Self-Directed IRA Investing by Kaaren Hall Are you ready to take charge of your retirement savings and unlock the potential…
January 11, 2025
Retirement planning is an essential part of financial well-being, yet many Americans find themselves uncertain about how much they should have saved. To better understand the state of retirement preparedness,…
January 8, 2025
Investing in real estate syndications with your IRA can be a powerful strategy to build wealth, diversify your portfolio, and secure your financial future. Syndications—where multiple investors pool their resources…
January 8, 2025
The phenomenon of "boomerang children"—adult offspring returning to live with their parents—has become increasingly prevalent in recent years. While this arrangement can offer temporary relief for young adults facing economic…
January 3, 2025
Self-directed retirement investing offers powerful advantages for individuals seeking to build wealth and secure their financial future. By taking control of your retirement accounts and exploring non-traditional investment opportunities, you…
January 2, 2025
Withdrawing funds from a Roth Individual Retirement Account (IRA) can be more complex than it appears, especially when dealing with converted funds. Understanding the specific rules and timelines is crucial…
December 31, 2024
As we ring in the New Year, it’s the perfect time to take stock of your financial future, especially your retirement savings. Embracing the flexibility and control of self-directed IRA…
December 28, 2024
If you’ve been eyeing the tax-free growth potential of a Roth IRA but find your income too high to qualify for direct contributions, the backdoor Roth IRA may be the…
December 28, 2024
How Much Can You Contribute to Your 401(k)? A Guide to Employer Plans vs. Solo 401(k)s Saving for retirement is one of the smartest financial moves you can make, and…
December 27, 2024
Roller-Coaster of Changes: BOI Reporting Enforcement Reinstated – What You Need to Know The legal saga surrounding Beneficial Ownership Information (BOI) reporting requirements has been a whirlwind of changes, leaving…
