IRA Financial Blog

Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.

2027 desk calendar representing the outlook for alternative investments in retirement accounts

Investments

October 25, 2026

The Future of Alternative Investments in Retirement Accounts: 2027 Outlook

Alternative investments in retirement accounts spent 2026 moving from the margins of retirement planning to the center of the policy conversation.…

by Adam Bergman

Retired couple reviewing their 401(k) plan’s alternative assets in target date funds

Investments

October 23, 2026

Adding Alternative Assets to Target Date Funds

Target date funds are the most likely way private assets will reach everyday 401(k) savers. Most workers never pick individual investments. They…

by Adam Bergman

Restaurant owner reviewing a letter after being declined for a small business loan

ROBS/Business Funding

October 21, 2026

Declined for a Small Business Loan? How ROBS Can Fund Your Business in 2026

Getting declined for a small business loan stings, especially when you've already put months into a business plan, a lease negotiation, or a…

by Adam Bergman

Oil pumpjack in a wheat field at sunset, illustrating oil and gas investments in a Self-Directed IRA

Self-Directed IRA

October 18, 2026

Oil and Gas Investments in a Self-Directed IRA

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by Adam Bergman

Veteran teacher at his classroom desk reviewing whether his 457(b) can be converted to a Roth

Roth IRA

October 16, 2026

Can a 457(b) Be Converted to a Roth?

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by Adam Bergman

Business owner marking deadlines on a calendar while working through a Solo 401(k) year-end checklist

Solo 401(k)

October 14, 2026

Solo 401(k) Year-End Checklist

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by Adam Bergman

Fund sponsor presenting an investment opportunity to a room of investors

Business

October 14, 2026

How to Raise Capital Using an IRA in 2026

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by Adam Bergman

Keys being handed over at the closing of a rental property purchased with real estate in an IRA

Real Estate

October 12, 2026

Pitfalls of Owning Real Estate in an IRA

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by Adam Bergman

Grandfather, son, and grandson together, representing the family members named as contingent beneficiaries on a retirement account

IRA Basics

October 10, 2026

Contingent Beneficiaries: What Happens If Your Beneficiary Dies First

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by Adam Bergman

Self-employed professional managing his Self-Directed 401(k) investments from his office

401(k) Basics

October 8, 2026

Self-Directed 401(k): How It Works (Solo vs. Employer Plans)

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by Adam Bergman

Small business owner standing in his newly opened shop, illustrating the best ways to fund a small business startup

ROBS/Business Funding

October 6, 2026

Best Ways to Fund a Small Business Startup in 2026

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by Adam Bergman

Luxury hillside homes in Los Angeles at sunset representing a Peter Thiel Roth IRA real estate strategy

Roth IRA

October 5, 2026

The Peter Thiel Roth IRA Playbook: How Ordinary Americans Can Use the Same Tax-Free Strategy

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by Adam Bergman

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IRA Financial (IRAF) is not a law firm and does not provide legal, financial, or investment advice. No attorney-client relationship exists between the Client and IRAF, its staff, or in-house counsel. IRAF offers retirement account facilitation and document services only. Clients should consult qualified legal, tax, or financial professionals before making investment decisions. IRAF does not render legal, accounting, or professional services. If such services are needed, seek a qualified professional. Custodian-related service costs are not included in IRAF’s professional services.

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