July 25, 2025Stop! Don’t Touch That Deal Until You Avoid These 5 SDIRA Traps If you’re thinking about using a Self-Directed IRA…
July 23, 2025Equal Opportunity for All Investors Act Advances with House Approval In a major move toward democratizig investment opportunities, the U.S.…
July 21, 2025Boring to Billionaire: IRA Moves the Ultra-Wealthy Use That You Don’t Can a simple retirement account create billionaire-level wealth? Absolutely……
July 16, 2025Trump Accounts: A New Generation of Retirement Savings and How They Compare to Self-Directed IRAs In a bold move to…
July 16, 2025Is an Ex-Spouse a “Disqualified Person” in a Self-Directed IRA? When investing with a self-directed IRA, it’s important to avoid…
July 14, 2025The Backstory: A Podcast Moment That Went Viral A while back, I shared a story on a podcast that sparked…- July 4, 2025New HSA Law Benefits Couples and Unlocks More Opportunities to Self-Direct A newly passed law is making Health Savings Accounts…
June 17, 2025What 99% of SDIRA Owners Will Never Do ... And the 1% Use to Retire Tax-Free Most people who open…
June 16, 2025The U.S. Government is Getting Serious About Bitcoin The Act proposes the creation of a Strategic Bitcoin Reserve — a…- June 13, 2025SDIRAs - A Smart Move for Retirement Savers Ages 40+ Are you 40+ and wondering if you’re doing enough to…
June 12, 2025You Have a Self-Directed IRA — Here Are Some Things You Might Not Think About Self-Directed IRAs (SDIRAs) open the…- May 30, 2025What Is the Difference Between an IRA and a 401(k)? When planning for retirement, two of the most common options…
