Solo 401(k) Provider Scorecard: 15 Questions to Ask Before You Choose
April 16, 2026
Why Your Solo 401(k) Provider Choice Affects Taxes, Control, and Flexibility Solo 401(k) plans remain one of the most powerful retirement…
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When Is Your Self-Directed IRA Contribution Actually Made?
April 15, 2026
When it comes to Self-Directed IRAs and Self-Directed Roth IRAs, most investors focus on how much they can contribute and…
Can I Move Money to IRA Financial Tax-Free?
April 10, 2026
A Complete Guide to Funding a Self-Directed IRA, Solo 401(k), or ROBS Plan Without Triggering Taxes One of the most…
How Do I Move Money to an IRA Financial Self-Directed IRA?
April 7, 2026
A Complete Guide to Contributions, Transfers, and Rollovers For many investors, the decision to open a Self-Directed IRA comes down…
Can I Have a 401(k) and a SDIRA at the Same Time?
March 23, 2026
One of the most common questions I hear is whether you can have both a 401(k) and a Self-Directed IRA….
Before You Buy Crypto in an IRA: The Key Decisions Most Investors Overlook
March 20, 2026
Before You Buy Crypto in an IRA: The Key Decisions Most Investors Overlook Cryptocurrency has evolved from a niche experiment…
Property Managers and Self-Directed IRAs
March 17, 2026
Investing in real estate through a Self-Directed IRA gives investors the ability to move beyond traditional Wall Street assets and…
A Smarter Way to Shelter Carried Interest: The Self-Directed Roth 401(k) Strategy
March 5, 2026
For real estate fund managers, taking advantage of the preferential tax treatment for carried interest has always been crucial, especially if one uses a Roth IRA.
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.
Structured Settlements in a Self-Directed IRA
March 2, 2026
Structured settlements are a powerful and often overlooked alternative investment opportunity that may appeal to self-directed retirement investors.