How to Use a Self-Directed Roth IRA to Shelter Carried Interest Gains
January 23, 2026
For fund managers, sponsors, and entrepreneurs, carried interest is one of the most powerful wealth-creation tools available.
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Trump, Alternatives, and the Solo 401(k): The Retirement Plan That Paved the Way for Alts in 401(k)s
January 20, 2026
For decades, the American retirement system has rested on a simple but increasingly outdated assumption: that 401(k) investors should primarily…
Mega Backdoor Roth for the Self-Employed: A Step-by-Step Guide Using the Solo 401(k)
January 16, 2026
The Mega Backdoor Roth is a fantastic retirement savings strategy, especially for self-employed folks looking to maximize their tax-advantaged contributions.
Are You Leaving Money on the Table? A Solopreneur’s Guide to Maximizing Retirement Contributions (2026)
January 10, 2026
Learn the 2025 limits for maximizing retirement contributions.
What is a C Corporation?
January 9, 2026
A C Corporation is a legal structure where the owners, or shareholders, are taxed separately from the entity itself, but also taxed at the corporate level.
Silver in a Self-Directed IRA
January 8, 2026
Using a Self-Directed IRA to invest in silver is a tax-efficient way to diversify your holdings and hedge against a bad economy.
Best Retirement Accounts for Realtors
January 8, 2026
What is the best retirement account for realtors – the Solo 401(k) beats the SEP IRA – find out why and how to get started for yourself.
Swanson v. Commissioner, 106 T.C. 76 (1996): What It Still Means for IRA Entity Investments
January 8, 2026
Swanson v. Commissioner remains a landmark Tax Court decision confirming that Individual Retirement Accounts (IRAs) may form and invest in…
What is a Self-Directed Account?
January 7, 2026
A Self-Directed account in the retirement account world can mean a Self-Directed IRA or a Self-Directed Solo 401(k) plan. This…
The Roth IRA Five-Year Rule Explained
January 7, 2026
The Roth IRA five-year rule was set by the IRS so that taxpayers could not skirt the distribution benefits of the plan; learn how to properly navigate them.