IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
Using a Gift to Fund an IRA: A Smart Tax-Efficient Strategy
When family members want to help loved ones build real financial security, few gifts are more powerful than funding an IRA. In today's environment…
Can I Have a 401(k) and a SDIRA at the Same Time?
One of the most common questions I hear is whether you can have both a 401(k) and a Self-Directed IRA. The answer is simple. Yes. You can have…
Before You Buy Crypto in an IRA: The Key Decisions Most Investors Overlook
Cryptocurrency has evolved from a niche experiment into a widely discussed emerging asset class. Institutional investors, family offices, and…
Property Managers and Self-Directed IRAs
Investing in real estate through a Self-Directed IRA gives investors the ability to move beyond traditional Wall Street assets and truly diversify…
From Employee to Entrepreneur: How to Protect and Grow Your Retirement When You Go Out on Your Own
Across the United States, a quiet financial revolution is underway. Professionals are leaving traditional corporate and government careers at a…
Top Notes Investing Platforms in 2026
Notes investing, including promissory notes, private credit, short-term debt, and structured notes, is one of the fastest-growing areas of…
Top Alternative Investing Platforms in 2026Â
Alternative investing has grown in popularity as investors look for ways to diversify beyond stocks and bonds. From private equity and real estate…
Top Forex Investing Platforms to Know in 2026
Forex, or foreign exchange, remains the largest and most liquid financial market in the world, with daily trading volume exceeding $7 trillion. For…
Top Hedge Fund Investing Platforms You Should Know
Hedge funds represent one of the most sophisticated segments of the investment world. For decades, they were largely limited to institutions and…
A Smarter Way to Shelter Carried Interest: The Self-Directed Roth 401(k) Strategy
Carried interest has long been one of the most powerful wealth creation tools in real estate investing. When you combine leverage, patient capital,…
3 Important Questions for Your Solo 401(k) Provider
It’s important to ask your Solo 401(k) provider these three questions before establishing the plan with that custodian, as not all Solo 401(k) plans…
Top Crowdfunding Investing Platforms to Know in 2026Â
Crowdfunding investing has changed the way individuals access private markets. What was once limited to venture capital firms and institutional…