Valuing Alternative Assets in a Self-Directed IRA: Guide to IRS Form 5498, Annual Valuations, and Compliance
For most retirement investors, annual IRA reporting happens quietly behind the scenes. If you have a traditional brokerage account holding stocks or…
How the Mega Backdoor Roth Works in 2026
Contribute Up to $72,000 Into a Self-Directed Roth IRA If you are a high earner or serious retirement investor, the Mega Backdoor Roth remains one…
Top 5 Tax Lien and Deed Investing Platforms
Tax lien and tax deed investing has become one of the most compelling alternative asset classes for investors seeking income, diversification, and…
How Can a Non-U.S. Citizen Open a Self-Directed IRA?
As people move around the globe more frequently, many non-U.S. citizens find themselves working in the United States for a time, participating in…
Self-Directed IRA Allowed Assets: The List, the Reality, and 7 Gray Areas
Key Takeaways The biggest risk of investing in a Self-Directed IRA is not choosing unconventional assets. It's accidentally engaging in a…
Top Silver Investing Platforms: Fees, Features and How They Fit Into Your Retirement Strategy
Silver investing is not just for collectors or enthusiasts. It has become a serious option for investors looking to diversify their portfolios,…
Why Elon Musk Is Wrong About Retirement: Even in an AGI World, You’ll Still Need Money
In recent interviews and viral social-media clips, Elon Musk has suggested that there may eventually be “no need” to save money because artificial…
The Self-Directed Roth IRA LLC: The Ultimate Guide for Strategic Investors
Retirement planning is not what it used to be. For decades, investors were told to stick to stocks, bonds, and mutual funds. Today, that mindset is…
How to Complete IRS Form W-9 for a Self-Directed IRA or Solo 401(k)
If you have ever filled out a Form W-9 as an independent contractor, you probably think of it as a simple paperwork exercise. Name. TIN. Signature.…
FBAR and Tax Reporting for Self-Directed IRA Investors
What Every Self-Directed IRA Holder Should Know About Foreign Bank Accounts and Reporting Investing internationally with a Self-Directed IRA or a…