How to Use a Self-Directed Roth IRA to Shelter Carried Interest Gains
For fund managers, sponsors, and entrepreneurs, carried interest is one of the most powerful wealth-creation tools available. It is also one of the…
The Self-Directed Roth IRA LLC: The Ultimate Guide for Strategic Investors
Retirement planning is not what it used to be. For decades, investors were told to stick to stocks, bonds, and mutual funds. Today, that mindset is…
Cutting-Edge Roth IRA Conversion Strategies (2026 Update)
For many tax professionals and sophisticated investors, the Roth IRA remains the gold standard of tax planning. The ability to legally eliminate…
How to Shelter Your SPAC Founder Shares from Tax (2026 Update)
After an unprecedented boom in 2020 and 2021, the Special Purpose Acquisition Company (SPAC) market entered a prolonged slowdown through 2023 and…
How to Start a Roth IRA for my Child
The ability to start a Roth IRA for your child largely hinges on whether he or she has earned income, as defined under the Internal Revenue Code.…
The Roth IRA Five-Year Rule Explained
The Roth IRA is one of the most accessible tax‑advantaged retirement accounts available to Americans. However, to fully benefit from the tax-free…
SECURE Act 2.0 & New SEP Roth IRA Contributions
On December 29, 2022, President Biden signed into law the Securing a Strong Retirement Act, known as the “SECURE Act 2.0." This legislation includes…
How to Invest in Startups with a Self-Directed IRA
Investing in early-stage companies has long been one of the most powerful ways to build wealth. Some of the most successful investors in history,…
Roth IRA Distribution Rules
The Roth IRA distribution rules should be pretty simple. Make sure the Roth IRA is open at least five years and wait until you are over the…
Trump Accounts vs Roth IRAs: What Parents Should Know
In 2025, the U.S. government passed the One Big Beautiful Bill Act (OBBBA), which created a brand-new kind of savings and investment account for…