Can I Move Money to IRA Financial Tax-Free?
A Complete Guide to Funding a Self-Directed IRA, Solo 401(k), or ROBS Plan Without Triggering Taxes One of the most common questions I hear from…
How Do I Move Money to an IRA Financial Self-Directed IRA?
A Complete Guide to Contributions, Transfers, and Rollovers For many investors, the decision to open a Self-Directed IRA comes down to one thing:…
Using a Gift to Fund an IRA: A Smart Tax-Efficient Strategy
When family members want to help loved ones build real financial security, few gifts are more powerful than funding an IRA. In today's environment…
Can I Have a 401(k) and a SDIRA at the Same Time?
One of the most common questions I hear is whether you can have both a 401(k) and a Self-Directed IRA. The answer is simple. Yes. You can have…
Property Managers and Self-Directed IRAs
Investing in real estate through a Self-Directed IRA gives investors the ability to move beyond traditional Wall Street assets and truly diversify…
Structured Settlements in a Self-Directed IRA
Structured settlements are a powerful and often overlooked alternative investment opportunity that may appeal to self-directed retirement investors.…
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…