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The Top Risks Self-Directed IRA Investors Are Talking About—and How to Avoid Them
May 26, 2025
Self-Directed IRAs Offer Freedom—But Also Risk Self-directed IRAs (SDIRAs) are growing in popularity for investors who want to take control…
Investors Take the Wheel: The Self-Directed IRAs
May 24, 2025
More Americans are taking direct control of their retirement savings. Disillusioned with the constraints of traditional stock-and-bond portfolios, they’re shifting…
Supreme Court Lowers Bar for ERISA Prohibited Transaction Claims
May 22, 2025
Updating our January 27th article. Supreme Court Ruling Gives Retirement Plan Participants More Power: What Cunningham v. Cornell Means for…
SDIRA Custodians vs. Institutional Providers: Fee Structures
May 21, 2025
🔍 SDIRA Custodians vs. Institutional Providers: Fee Structures As the conversation around retirement investing continues to evolve, a growing number…
3 Top Reasons to Have a Self-Directed IRA
May 12, 2025
3 Top Reasons to Have a Self-Directed IRA If you're looking for greater control over your retirement funds and the…
Unlocking the Power of a Self-Directed IRA
May 10, 2025
Unlocking the Power of a Self-Directed IRA: A Smarter Path to Retirement Investing A Self-Directed IRA (SDIRA) opens the door…
The Latest on Roth Contributions to SEP and SIMPLE IRAs
May 7, 2025
Roth Contributions to SEP and SIMPLE IRAs (Post-SECURE 2.0 Updates) Unlocking New Possibilities in Retirement Planning The SECURE 2.0 Act…
Self-Directed IRAs Are Booming—Here’s What Investors Need to Know
April 8, 2025
Stock Market Got You Down? Explore the Power of Self-Directed IRAs Discover how self-directed IRAs empower retirement investors to diversify…
Financing Real Estate Investing in Upheaval
March 25, 2025
The mortgage finance industry is experiencing significant upheaval following the recent dismissal of top executives at Freddie Mac and the…
Could Your Property Manager be a Disqualified Person?
March 22, 2025
Many investors use self-directed retirement accounts to invest in real estate, leveraging the tax advantages of IRAs or Solo 401(k)s…
Avoid being a “Missing Participant” in Your SDIRA
March 14, 2025
What Is a Missing Participant? A missing participant is an account holder in a retirement plan (including a Self-Directed IRA)…
Could a Sovereign Wealth Fund Replace the 401(k)?
March 6, 2025
Trump's Proposed Sovereign Wealth Fund: A Viable Alternative to the 401(k)? On February 3, 2025, President Donald J. Trump signed…
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