IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
IRA Asset and Creditor Protection by State
IRA asset and creditor protection is a form of guarding your wealth. This is why it’s valuable for your IRA. Retirement accounts have become most…
Inherited IRA Transfer Guidelines
If you inherit an IRA, you can move it to a new custodian. You just have to move it the right way. Take the money out, even briefly, and the IRS…
Roth SEP IRA: Game-Changing Retirement Plan Every Self-Employed Person Must Know
What is a Roth SEP IRA? The Roth SEP IRA is a retirement savings option made possible by recent changes under the SECURE Act 2.0. It combines the…
How Self-Directed Roth IRAs Can Help You Build Generational Wealth
When clients ask me which retirement account does the most for their kids and grandchildren, my answer is almost always a Roth IRA. Money in a Roth…
How Increased Tariffs Are Impacting the Stock Market, and Retirement Accounts, and Why a Self-Directed IRA Might Be the Solution
In recent years, the global economy has seen its fair share of turbulence. One of the most significant factors contributing to this instability has…
Top 10 Retirement Account Mistakes to Avoid When Switching Jobs
Switching jobs is a significant milestone in anyone's career, often accompanied by excitement for new opportunities and challenges. However, amid…
Essential Self-Directed IRA Rules: Dos and Don’ts for 2026
A Self-Directed IRA gives you the freedom to invest your retirement savings in real estate, private businesses, precious metals, crypto and much…
Do I need an EIN for my Solo 401(k)?
The Solo 401(k) plan, also known as an Individual 401(k) plan, has become the most popular retirement plan for the self-employed or small business…
Solo 401(k) Rules for a Single Member LLC
The single member LLC is one of the most popular vehicles for establishing a business. Assuming you qualify, the Solo 401(k) plan is the best option…
Top Tips for Accurate Self-Directed IRA Tax Reporting
Confused about Self-Directed IRA tax reporting? This article breaks down what you need to know, including key IRS forms, how to report different…
