U.S. Credit Downgrade 2025: How a Self-Directed IRA Can Protect and Grow Your Retirement
On May 16, 2025, Moody’s Ratings downgraded the U.S. long-term issuer and government bond credit rating from Aaa (negative) to Aa1 (stable), citing…
What is a K-1 and How Does it Affect my IRA?
Pass-through entities, such as LLCs and business partnerships, have become the most popular investment vehicles for both individuals and IRA…
How to Purchase Real Estate with Roth IRA
Did you know that you can purchase real estate with a Roth IRA? Many banks lead you to believe that you can only use your Roth IRA to invest in…
IRA Asset and Creditor Protection by State
IRA asset and creditor protection is a form of guarding your wealth. This is why it’s valuable for your IRA. Retirement accounts have become most…
How Increased Tariffs Are Impacting the Stock Market, and Retirement Accounts, and Why a Self-Directed IRA Might Be the Solution
In recent years, the global economy has seen its fair share of turbulence. One of the most significant factors contributing to this instability has…
Essential Self-Directed IRA Rules: Dos and Don’ts
Navigating Self-Directed IRA rules is key to avoiding penalties and optimizing your retirement portfolio. This guide covers prohibited transactions,…
Capital Gains Tax in an IRA: Understanding Tax and the Self-Directed IRA
Capital gains taxes have been a notable contributor for the growth of the U.S. economy over the last several decades. By providing investors with…
Top Tips for Accurate Self-Directed IRA Tax Reporting
Confused about Self-Directed IRA tax reporting? This article breaks down what you need to know, including key IRS forms, how to report different…
IRA Rollover – How to Perform One Properly
Did you know that IRA rollovers are one of the most common ways to fund your Individual Retirement Account (IRA)? Further, the most common type of…
Asset and Creditor Protection for the Self-Directed IRA
Asset and creditor protection is an essential part of safeguarding the wealth in your Self-Directed IRA. Lawsuits, creditors, and unexpected…