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What It Means to “Self-Direct”
September 22, 2025
What It Means to “Self-Direct” When you hear the term self-directed IRA, it can sound intimidating—but it’s really simple. A…
2026 Contribution Limits
September 18, 2025
Anticipated 2026 Contribution Limits: What’s In It for Alternative Asset Investors As we look ahead to 2026, a broad range…
Lawsuit Challenges SEC’s Accredited Investor Rule
September 16, 2025
Lawsuit Challenges SEC’s Accredited Investor Rule: A Turning Point for Private Market Access? On September 9, 2025, the Investor Choice…
What’s Inside Your Solo 401(k) Plan Binder?
August 21, 2025
What’s Inside Your Solo 401(k) Plan Binder? If you’re self-employed or run a small business with no full-time employees (other…
Cryptocurrency via a “DAO”
August 20, 2025
Investing in Cryptocurrency via a DAO with Your IRA: Opportunity and Risk Decentralized Autonomous Organizations (DAOs) are quickly becoming a…
Unlocking Your Retirement Funds with a Checkbook IRA LLC
August 20, 2025
Unlocking Your Retirement Funds with a Checkbook IRA LLC (by Ted Erickson of MyDirectIRA) For many investors, the frustration of…
Note Investment Through a Self-Directed IRA
August 19, 2025
Promissory Note Investment Through a Self-Directed IRA Building strong retirement savings requires diversification. While most investors are familiar with conventional…
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…
What’s Different About Solo 401(k) Plans?
August 5, 2025
✅ What’s Different About Solo 401(k) Plans? In contrast to a 401(k) plan for a company with multiple employees, A…
The 10-Year Rule: What IRA Beneficiaries Need to Know
August 5, 2025
The 10-Year Rule Is Here to Stay: What IRA Beneficiaries Need to Know The Setting Every Community Up for Retirement…
What Is on the Horizon for Self-Directed Retirement Accounts?
August 1, 2025
What Is on the Horizon for Self-Directed Retirement Accounts? A major shift is underway for self-directed retirement accounts, particularly 401(k)…
SEP IRA Contributions
July 30, 2025
SEP IRA Contributions and the New Roth Option Under SECURE Act 2.0 For small business owners, self-employed professionals, and solopreneurs,…
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