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…
Why Every American Should Have a Self-Directed IRA
When most Americans think about retirement savings, they picture a simple choice: stocks, bonds, or mutual funds managed by a financial advisor at a…
Self-Directed IRAs for Doctors: Investing Practice Profits Outside the Stock Market
Self-Directed IRAs for doctors allow physicians to invest retirement dollars, including income from medical practices, into assets outside the stock…
Top Farmland Investing Platforms in 2026: A Guide for Investors
Farmland investing is becoming an increasingly popular alternative asset. It offers steady income, long-term growth, and diversification outside of…
Why I Left Fidelity for a Self-Directed IRA
For years, Fidelity was my go-to institution for retirement investing. Like millions of Americans, I trusted the brand, the polish, and the…