IRS Announces 2026 401(k) and IRA Contribution Limits
A, 401(k), and similar plans. Because of inflation over the last few years, limits, including how much you can save, and income restrictions that…
Benefits of Rolling Over a Defined Benefit Plan to a Self-Directed IRA
Rolling Over a Defined Benefit Plan is an increasingly attractive strategy for retirement investors seeking more control over their assets. The main…
Can I Invest My IRA in a Business I Work For? IRS Rules You Must Know
Working at a company you believe in is truly important. Being able to go to work every day and feel like you are contributing to a growing business…
Self-Directed IRA Contribution Limits
If you’re looking to take control of your retirement investments, understanding Self-Directed IRA contribution limits is essential. A Self-Directed…
Why the Fed’s Rate Cut Strengthens the Case for Self-Directed IRAs
On September 17, 2025, the Federal Reserve announced a quarter-point interest rate cut, with projections for two additional cuts before year’s end.…
Sharia-Compliant Investing – Use a Self-Directed IRA
For Muslim investors, retirement planning carries unique considerations. Beyond the usual goals of growing wealth, preserving assets, and preparing…
How Do Self-Directed IRAs Work?
Why Retirement Accounts Matter Planning for retirement is one of the most important financial decisions you can make. It’s not simply about…
Disqualified Persons and Retirement Accounts: Rules & Restrictions
When it comes to self-directed retirement accounts—whether an IRA, Solo 401(k), or other plan, few topics are more critical (or more misunderstood)…
Tax Requirements for a Self-Directed IRA
We get asked a lot, “Does a Self-Directed IRA file a tax return?” In most cases, no, your IRA does not file a tax return. But that doesn’t mean you…
Top Self-Directed IRA Benefits for Maximizing Your Retirement
Curious about the benefits of a Self-Directed IRA (SDIRA)? This guide will explain how greater control, more investment options, and tax advantages…