IRA Financial Blog

Discover the key Self-Directed IRA benefits, including greater investment flexibility, tax advantages, and the ability to diversify beyond traditional assets.

Learn how to use ROBS to invest in real estate with retirement funds—while legally avoiding UBIT and reducing taxes through advisory fee stripping.

With interest rates on the rise and traditional income sources under pressure, many savvy investors are turning to private credit as a compelling alternative.

Generally, there are two options when using a 401(k) to buy a house: taking a loan (if the plan allows them) or taking a distributions from the plan.

Learn the Solo 401(k) rules for a C Corporation to better prepare yourself for retirement as a self-employed business owner.

Discover why private equity is a powerful addition to your retirement strategy.

There are many reasons to convert a SEP IRA to a Solo 401(k), but the most important one is a change in you business structure.

What is the best retirement account for realtors – the Solo 401(k) beats the SEP IRA – find out why and how to get started for yourself.

Learn how to navigate crypto volatility with a Self-Directed IRA and discover strategies to manage risk and protect your retirement savings.

Worried about rising debt and market volatility – see why investors are using Self-Directed IRAs to secure their retirement after the credit downgrade.