Why Self-Directed IRA Fees Really Matter
When investors evaluate retirement accounts, they typically focus on investment performance. They compare returns, asset classes, and market…
Carried Interest in Your Roth IRA: What Investment Professionals Need to Know
For private equity managers, venture capital sponsors, real estate syndicators, and hedge fund managers, a carried interest is often the most…
4 Ways to Fund a Self-Directed Roth IRA in 2026
The Self-Directed Roth IRA has become one of the most sought-after retirement structures available to investors who want both tax-free growth and…
3 Ways to Fund a Self-Directed IRA in 2026
The financial landscape of 2026 offers more opportunities and more complexity than ever before. As investors move beyond the traditional boundaries…
Self-Directed IRA Disqualified Persons: What You Need to Know
A Self-Directed IRA allows you to make alternative asset investments with your retirement funds. In other words, it gives you more options than just…
The Rise of Progressive Politics and the Roth IRA: Why Locking In Tax-Free Wealth Matters More Than Ever
If there is one lesson I have learned during more than two decades practicing tax law, it is this: tax laws never stand still. Congress changes.…
Self-Directed IRA Fee Structures: How Flat Fee and Asset-Based Models Compare Over Time
Most Self-Directed IRA investors compare custodians by looking at the annual fee headline number. That comparison is almost always misleading. A…
AI, the S&P 500, and the Self-Directed IRA: Why Diversification Matters More Than Ever
If you are a Self-Directed IRA investor or anyone building long-term retirement wealth, the rise of artificial intelligence raises a question most…
The Death of the Bogle Model: Why Today’s Retirement Investors Need More Than Index Funds
For a generation of Americans, the Boglehead playbook was gospel. Put 60% of your retirement savings into a broad S&P 500 index fund, put 40%…