3 Important Questions for Your Solo 401(k) Provider
March 4, 2026
A solo 401(k) provider must be able to answer your questions regarding the retirement plan.
401 Results
How to Hold a Carried Interest in a Roth IRA: A Self-Directed Guide to Fund Carry, IRS Rules, and UBIT Risk
February 12, 2026
A carried interest is one of the most powerful wealth creation tools available to investment professionals.
You Could Have Bet on the Super Bowl with Your IRA, Potentially Tax-Free
February 12, 2026
For most Americans, the idea of putting a bet on the Super Bowl is associated with friendly wagers, office pools,…
The Complete Guide to Using a Self-Directed IRA for Options Trading in 2026
February 12, 2026
Options are powerful financial instruments that give investors the right, but not the obligation, to buy or sell a security…
How to Use a Self-Directed IRA for Foreign Investments, Forex Trading, and Foreign Options
February 11, 2026
The Pocket IRA for foreign currencies/options is essentially a self-directed IRA LLC that lets you make investments without custodian consent.
In-Kind Distributions and Conversions
February 11, 2026
One can take in-kind IRA distributions of any asset held with the plan, or convert those assets from pretax to Roth.
Why I Started a Self-Directed IRA Company: A Tax Lawyer’s Journey to Financial Freedom for Everyday Investors
February 10, 2026
When people ask me why I started a Self-Directed IRA company, the short answer is simple.
How Many Roth IRAs Can I Have?
February 10, 2026
You are not limited on the number of IRA plans you may own, however, the annual contribution limit applies to all plans in the aggregate.
How to Use a Roth IRA to Buy Your Dream House Tax-Free
February 10, 2026
Most people treat retirement planning and homeownership as two completely separate goals.
How to Transfer Your IRA to a Self Directed IRA at IRA Financial
February 9, 2026
At some point, many retirement investors realize they’ve outgrown the limitations of a traditional brokerage IRA and start researching how…