Why a Self-Directed Roth IRA May Be Even More Powerful Than Section 1202 QSBS for Founder Shares
For startup founders and early investors, Section 1202 QSBS, also known as Qualified Small Business Stock, has become one of the most discussed tax…
The Deficit Trap: Why Hard Assets and Self-Directed IRAs are the Ultimate Hedge Against a Weakening Dollar
The fiscal health of the United States is reaching a turning point. A recent investigative report by The Wall Street Journal titled "The Federal…
Can I Be an Officer of a Company My Self-Directed IRA Will Invest In?
Investing retirement funds in private businesses can be a powerful strategy. But it also raises important questions about control, prohibited…
The 4% Rule for Retirement and How Self-Directed IRAs May Change the Equation
One of the most widely cited concepts in retirement planning is the 4% rule. For decades, financial advisors have used it as a straightforward…
The Complete Guide to Using a Self-Directed IRA for Options Trading in 2026
Options are powerful financial instruments that give investors the right, but not the obligation, to buy or sell a security at a predetermined price…
How to Use a Self-Directed IRA for Foreign Investments, Forex Trading, and Foreign Options
As retirement investors look beyond traditional stock and bond portfolios, foreign investments are becoming an increasingly more important part of…
In-Kind Distributions and Conversions
Understanding the Tax Treatment and Strategic Use of Self-Directed IRA Assets One of the best things about a Self-Directed IRA is the flexibility…
Why I Started a Self-Directed IRA Company: A Tax Lawyer’s Journey to Financial Freedom for Everyday Investors
When people ask me why I started a Self-Directed IRA company, the short answer is simple. I saw a massive disconnect between what the tax code…
How to Transfer Your IRA to a Self-Directed IRA at IRA Financial
At some point, many retirement investors realize they’ve outgrown the limitations of a traditional brokerage IRA and start researching how to…
Secret Ways to Eliminate UBIT for Your Self-Directed IRA Investment
For investors using a Self-Directed IRA, few topics create more confusion or unnecessary fear than unrelated business income tax, also known as UBIT…