IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
The 5 Commandments to Tax-Free Wealth: A Tax Attorney’s Retirement Blueprint
For more than 25 years, I have practiced tax law and helped thousands of Americans navigate the retirement system. If there is one thing I have…
Key Solo 401(k) Rules Under SECURE Act 2.0: What Every Business Owner Needs to Know in 2026
The SECURE Act 2.0, signed into law in December 2022, introduced the most significant changes to retirement plan rules in decades. For self-employed…
IRA Financial vs uDirect IRA
Both IRA Financial and uDirect IRA help investors take control of their retirement savings through Self-Directed IRAs and Solo 401(k) plans. Each…
Why Self-Directed IRA Fees Really Matter
When investors evaluate retirement accounts, they typically focus on investment performance. They compare returns, asset classes, and market…
IRA Financial vs The Entrust Group
For investors seeking greater control over their retirement portfolios with alternative assets, such as real estate, private equity, precious…
How to Buy Mortgage Notes With a Self-Directed IRA in 2026
Most Self-Directed IRA investors are familiar with investing in rental real estate, private funds, precious metals, and cryptocurrency. However, one…
IRA Financial vs Rocket Dollar
For investors looking to diversify their retirement portfolios with alternative assets, such as real estate, precious metals, private companies,…
Carried Interest in Your Roth IRA: What Investment Professionals Need to Know
For private equity managers, venture capital sponsors, real estate syndicators, and hedge fund managers, a carried interest is often the most…
How the Solo 401(k) Loan Can Save You Thousands in Credit Card Interest
If there is one financial trend that concerns me more than almost anything else today, it is the explosion of high-interest consumer debt. As a tax…
How Do You Title Real Estate in a Self-Directed IRA?
Real estate has long been one of the most popular alternative investments held inside retirement accounts. Many investors understand the benefits of…