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UBIT and UDFI Explained: Understanding Taxes on Leveraged Real Estate Within an IRA

Understanding how UBIT and UDFI work is essential for anyone looking to invest in real estate through a Self-Directed IRA.

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Beyond Coinbase — Why Sophisticated Crypto Investors Use a Self‑Directed IRA

Go beyond Coinbase and other exchanges; trade crypto tax-advantaged with a Self-Directed IRA and gain control, security, and growth.

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IRA Financial vs Broad Financial

Compare IRA Financial and Broad Financial to find the best Self-Directed IRA provider for alternative investing. Discover key differences in fees, services, technology, and customer reviews.

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The Entrepreneur’s Dilemma: Should You Use Retirement Savings to Fund Your Dream?

Starting or buying a business often comes with a big question: Where will the money come from? For many aspiring...

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Why the Fed’s Rate Cut Strengthens the Case for Self-Directed IRAs

The Fed’s rate cut makes Self-Directed IRAs more appealing. Explore how lower rates boost opportunities in alternative assets such as real estate.

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Why Thousands Trust IRA Financial with Their Self-Directed Retirement Account

In the following, we’ll walk you through what IRA Financial is, what our regulatory and trust credentials are, and what clients say. If you’re considering IRA Financial, this is a must-read.

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The History of the Solo 401(k) Plan

The Solo 401(k) plan is an IRS approved plan that was initially established into law in 1962 but was enhanced by the 2002 EGTRRA law.

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Are You Leaving Money on the Table? A Solopreneur’s Guide to Maximizing Retirement Contributions (2025)

Learn the 2025 limits for maximizing retirement contributions. Explore Solo 401(k), SEP IRA, and SIMPLE IRA strategies to boost tax-advantaged savings and secure your financial future.

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How to Hold Crypto, NFTs, and Private Equity in a Self-Directed IRA (and Stay Compliant): a 2025 Guide

Add crypto, NFTs, and private equity to your IRA for tax perks and diversification. Learn the rules before you invest.

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The Tax‑Free Landlord: The Hidden Benefits of Owning Real Estate in a Retirement Account

Learn how to become a tax-advantaged landlord by investing in real estate with a Self-Directed IRA or Solo 401(k). Grow rental income and gains tax-deferred (or even tax-free) while staying compliant.

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