Blog

For real estate-focused retirement portfolios, an IRA Trust can make investment management faster and more efficient.

The Wall Street Journal reports that the rush to do Roth IRA conversions before year-end has slowed.

A Checkbook IRA, whether structured as an LLC or Trust, puts the decision-making in your hands.

A Checkbook IRA, whether structured as an LLC or Trust, puts the decision-making in your hands.

With a Checkbook IRA, you make the transactions directly from your LLC or Trust bank account.

If you’re ready to be hands-on and move fast when good deals pop up, this approach gives you the tools to do it—without giving up your tax benefits.

Here’s how both setups actually work in 2025, and what kind of delays you can expect with each.

Private loans can offer high yields and diversification, especially when made through a Checkbook IRA.

This is a friendly reminder that the filing deadline for the 5500-EZ is July 31.

Partnering within a self-directed IRA can work, but it’s full of landmines if you don’t know the rules.

With the right timing and strategy, converting traditional IRA or Solo 401(k) assets to Roth can be a smart long-term play.

Precious metals like gold and silver tend to move independently of stocks and bonds. That non-correlation makes them a potential hedge against volatility.

Let’s unpack what real diversification looks like when you have full control over your retirement investments.

A good stress test flips your thinking from “How can I grow this faster?” to “What could break, and what would that mean?”

What happens to your self-directed IRA when you die? Learn how to protect your heirs and avoid costly mistakes.

Setting up a Roth Solo 401(k) early on can actually give you a major edge even if you’re not maxing it out right away.

Lending from your self-directed IRA can be a powerful way to generate passive income, especially in a high-interest environment.

With AI tools popping up in nearly every industry, it’s no surprise investors are trying to figure out how to get in early.

Exiting an IRA-owned property the right way just comes down to following a few key rules.

Like any alternative asset, tax liens and deeds come with their own set of risks and rules you’ll want to understand before jumping in.

Downturns like these can actually be smart entry points… if you play it right.

Checkbook IRAs are powerful, but they require more attention to detail come tax time.

A Solo 401(k) isn’t just for retirement savings—it’s also a powerful tax reduction tool.

More investors are using self-directed IRAs (SDIRAs) to hold crypto, but storing it the wrong way can lead to tax penalties.