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2025 Solo 401(k) Contribution Limits

For self-employed individuals and small business owners, a Solo 401(k) is a powerful tool to maximize retirement savings while enjoying significant tax advantages.

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Socially Responsible Investing with an IRA

Socially responsible investing with a Self-Directed IRA allows you to align your retirement savings with your values without sacrificing financial performance.

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Maximizing Your Retirement Balance: A Comprehensive Guide

This article explores actionable strategies for maximizing your retirement balance, empowering you to enjoy a stress-free retirement.

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Inherited IRAs – Everything You Need to Know in 2025 & Beyond

This guide will walk you through everything you need to know about inherited IRA rules for 2025, providing clarity on key regulations.

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Why Choose a Solo 401(k) vs. SIMPLE IRA?

A SIMPLE IRA plan is similar to a Solo 401(k) plan in that it is funded by employee deferrals and...

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Swanson v. Commissioner, 106 T.C. 76 (1996)

Swanson v. Commissioner, 106 T.C. 76 (1996) Swanson v. Commissioner, 106 T.C. 76 (1996) is a landmark case confirming the...

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Hedge Fund with a Self-Directed IRA LLC

Using a Self-Directed IRA LLC To Invest in a Hedge Fund. The leading provider of Checkbook Control Self-Directed IRA LLC Plans.

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The History of the Solo 401(k) Plan

You may know of the Solo 401k Plan, but not the Solo 401k history. Where did it begin? Why did...

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Using a Loan with a Self-Directed IRA to Make an Investment

A Self-Directed IRA is a unique retirement solution that can be used to unlock a vast universe of investment opportunities...

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Investing in Options Using a Self-Directed IRA

Trading in short-term options has become a popular investment strategy for many investors using personal funds. However, a growing number...

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