Category: Uncategorized

  • March 21, 2022
    Moving cash to an IRA with uDirect is as easy as completing a Transfer or Rollover form. What about moving…
  • February 22, 2022
    What’s new in 2022 for your IRA? We may see a resurgence of some of the proposals considered in the…
  • January 31, 2022
    You’re at home watching late-night television and you see a commercial. There’s a man sitting in an easy chair caressing…
  • December 22, 2021
    Your Self-Directed account faced threats this year from the Build Back Better Act.  Now those threats are off the table,…
  • November 12, 2021
      Get ready for retirement by contributing to your retirement account!  Take a minute to write a check to your…
  • October 28, 2021
    REQUIRED MINIMUM DISTRIBUTIONS (RMD’s): At age 72, you need to take “required minimum distributions” from your retirement accounts.  The deadline…
  • October 19, 2021
    Self-Directed IRA investment in Private Placement Equity and IRA-Owned LLCs are on the line right now.  Congress is not just…
  • October 4, 2021
    Your IRA assets could be in jeopardy.  Tell your story now and let your voice be heard! The "Build Back…
  • September 23, 2021
    In this article I’m going to discuss a few reasons why Sections 138312 and 138314 of the House reconciliation bill…
  • September 7, 2021
    When you open a Self-Directed retirement account, does it come with a checkbook?  We get asked that question often.  The…
  • August 16, 2021
    Every year your Self-Directed IRA custodian reports the value of the assets in your account to the IRS.  Accomplishing this…
  • July 12, 2021
    Types of Retirement Accounts: You probably heard of a Traditional and a Roth IRA. You might not know there are…