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Moving Non-Cash Assets to an IRA
March 21, 2022
Moving cash to an IRA with uDirect is as easy as completing a Transfer or Rollover form. What about moving…
The Secure Act 2.0
February 22, 2022
What’s new in 2022 for your IRA? We may see a resurgence of some of the proposals considered in the…
No “Gold At Home”
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…
Threat to IRAs Off the Table
December 22, 2021
Your Self-Directed account faced threats this year from the Build Back Better Act. Now those threats are off the table,…
2022 Contribution Limits
November 12, 2021
Get ready for retirement by contributing to your retirement account! Take a minute to write a check to your…
RMDs for 2021
October 28, 2021
REQUIRED MINIMUM DISTRIBUTIONS (RMD’s): At age 72, you need to take “required minimum distributions” from your retirement accounts. The deadline…
Congress is not just targeting mega-IRAs!
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…
Tell Your Story!
October 4, 2021
Your IRA assets could be in jeopardy. Tell your story now and let your voice be heard! The "Build Back…
Hands Off My IRA!
September 23, 2021
In this article I’m going to discuss a few reasons why Sections 138312 and 138314 of the House reconciliation bill…
The “Checkbook IRA”
September 7, 2021
When you open a Self-Directed retirement account, does it come with a checkbook? We get asked that question often. The…
IRA/401k Asset Valuations
August 16, 2021
Every year your Self-Directed IRA custodian reports the value of the assets in your account to the IRS. Accomplishing this…
The Differences Between Pre-Tax and After-Tax Retirement
July 12, 2021
Types of Retirement Accounts: You probably heard of a Traditional and a Roth IRA. You might not know there are…
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