Using a Rollover as Business Startup (ROBS) to...
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…
What’s Different About Solo 401(k) Plans?
✅ What’s Different About Solo 401(k) Plans? In contrast to a 401(k) plan for a company with multiple employees, A Solo 401(k)—also known as an…
The 10-Year Rule: What IRA Beneficiaries Need to...
The 10-Year Rule Is Here to Stay: What IRA Beneficiaries Need to Know The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019…
What Is on the Horizon for Self-Directed Retirement...
What Is on the Horizon for Self-Directed Retirement Accounts? A major shift is underway for self-directed retirement accounts, particularly 401(k) plans. A provision in H.R.…
SEP IRA Contributions
SEP IRA Contributions and the New Roth Option Under SECURE Act 2.0 For small business owners, self-employed professionals, and solopreneurs, a SEP IRA (Simplified Employee…
Stop! Don’t Touch That Deal Until You Avoid...
Stop! Don’t Touch That Deal Until You Avoid These 5 SDIRA Traps If you’re thinking about using a Self-Directed IRA (SDIRA) to invest in real…
A Step Toward Merit-Based Market Access, Not Just...
Equal Opportunity for All Investors Act Advances with House Approval In a major move toward democratizig investment opportunities, the U.S. House of Representatives has passed…
IRA Moves the Ultra-Wealthy Use That You Don’t
Boring to Billionaire: IRA Moves the Ultra-Wealthy Use That You Don’t Can a simple retirement account create billionaire-level wealth? Absolutely… if you use it the…
Trump Accounts and Self-Directed IRAs
Trump Accounts: A New Generation of Retirement Savings and How They Compare to Self-Directed IRAs In a bold move to reshape the financial future of…
Is an Ex-Spouse a “Disqualified Person”?
Is an Ex-Spouse a “Disqualified Person” in a Self-Directed IRA? When investing with a self-directed IRA, it’s important to avoid prohibited transactions as defined by…
The Backstory: A Podcast Moment That Went Viral
The Backstory: A Podcast Moment That Went Viral A while back, I shared a story on a podcast that sparked hundreds of comments and an…
New HSA Law Benefits Couples
New HSA Law Benefits Couples and Unlocks More Opportunities to Self-Direct A newly passed law is making Health Savings Accounts (HSAs) more powerful than ever,…
What 99% of SDIRA Owners Will Never Do
What 99% of SDIRA Owners Will Never Do … And the 1% Use to Retire Tax-Free Most people who open a Self-Directed IRA do it…
The Bitcoin Act of 2025: What SDIRA Investors...
The U.S. Government is Getting Serious About Bitcoin The Act proposes the creation of a Strategic Bitcoin Reserve — a federal store of bitcoin, akin…
SDIRAs – A Smart Move for Retirement Savers...
SDIRAs – A Smart Move for Retirement Savers Ages 40+ Are you 40+ and wondering if you’re doing enough to secure your retirement? If you’re…
You Have a Self-Directed IRA – Things to...
You Have a Self-Directed IRA — Here Are Some Things You Might Not Think About Self-Directed IRAs (SDIRAs) open the door to investment opportunities far…
What Is the Difference Between an IRA and...
What Is the Difference Between an IRA and a 401(k)? When planning for retirement, two of the most common options you’ll hear about are the…
The Top Risks Self-Directed IRA Investors Are Talking...
Self-Directed IRAs Offer Freedom—But Also Risk Self-directed IRAs (SDIRAs) are growing in popularity for investors who want to take control of their retirement by investing…
Investors Take the Wheel: The Self-Directed IRAs
More Americans are taking direct control of their retirement savings. Disillusioned with the constraints of traditional stock-and-bond portfolios, they’re shifting funds into Self-Directed IRAs (SDIRAs)—retirement…
Supreme Court Lowers Bar for ERISA Prohibited Transaction...
Updating our January 27th article. Supreme Court Ruling Gives Retirement Plan Participants More Power: What Cunningham v. Cornell Means for Your 401(k) If you’ve ever…
