IRA Financial Blog

How the INVEST Act changes accredited investor rules and opens access to private investments and Self-Directed IRAs.

Learn how Trump Accounts work, how they compare to Roth IRAs, and how families can use these new child investment accounts to build long-term tax-advantaged wealth.

For many investors, real estate represents stability, income, and long-term wealth creation.

Make crowdfunding IRA investments through a Self Directed IRA and unlock tax-advantaged access to startups, real estate, and private markets.

IRA real estate investing has become one of the most popular alternatives for retirement savers seeking to diversify beyond the…

Learn the 2026 401(k) and IRA contribution limits, including updates on annual maximums, catch-up contributions, and strategies to maximize retirement savings.

If you borrow from an IRA, that is considered a distribution.

Rolling Over a Defined Benefit Plan into a Self-Directed IRA is the best option once the plan has generated all its permitted benefits.

The “Backdoor Roth IRA” is the only way high income earners can make Roth IRA contributions.  The good news about the strategy is that it can technically be done every year.

Self-Employed Retirement Plans are plentiful, but the best option for most individuals is the Solo 401(k) or Individual 401(k).