IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
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…
Solo 401(k) Provider Fees Explained: Setup, Annual, 5500-EZ, Loans, Roth
Solo 401(k) provider fees are not standardized. In 2026, the gap between what is “normal” and what is quietly expensive is wider than most…
Top Raw Land Investing Platforms in 2026
Raw land investing has gained momentum as investors look beyond traditional stocks, bonds, and rental properties for long-term growth and portfolio…
Top Energy Investing Platforms to Consider in 2026
Energy investing has quietly become one of the most compelling alternative asset classes available to investors today. As global energy demand grows…
Trump, Alternatives, and the Solo 401(k): The Retirement Plan That Paved the Way for Alts in 401(k)s
For decades, the American retirement system has rested on a simple but increasingly outdated assumption: that 401(k) investors should primarily own…
LLC Annual Report Fees for Self-Directed IRA LLC
Self-Directed IRA LLC Checkbook Control Annual Report Fees Self-Directed IRA LLCs give investors greater control and flexibility over their…
Solo 401(k) Plan Required Minimum Distribution (RMD) Rules Updated for SECURE Act 2.0
Understanding required minimum distributions, or RMDs, for your Solo 401(k) is essential. That is especially true now that SECURE Act 2.0 has…
Mega Backdoor Roth for the Self-Employed: A Step-by-Step Guide Using the Solo 401(k)
The Mega Backdoor Roth is a fantastic retirement savings strategy, especially for self-employed folks looking to maximize their tax-advantaged…
Understanding the Solo 401(k) Employer Profit Sharing Contribution Rules
The Solo 401(k) is one of the most powerful retirement plans available to self-employed individuals and small business owners. When structured and…
Top Private Equity Investment Platforms of 2026
Privxate equity has long been one of the most powerful, but least accessible, wealth-building asset classes. In 2026, that is no longer the case.…
