Insight & Updates

Running your own business takes a lot of guts. It takes creativity. It takes a strong sense of direction. But when hustling to serve clients or manage your operations, it’s easy to push retirement planning down your list of priorities. A Self-Directed SEP IRA can help, by giving you a powerful way to build tax-advantaged …

It’s one of the best perks in the retirement world: tax-free growth. That’s what a Roth IRA offers. And when you combine that with the flexibility of a Self-Directed IRA, you get a retirement account that’s both powerful and personal. And with a Self-Directed Roth IRA, you’re not limited to the usual lineup of mutual …

Buying a rental property is a big deal. But when you use a Self-Directed IRA to do it, it becomes something more than a deal. It becomes part of a complete retirement strategy. A Self-Directed IRA lets you invest in real estate using tax-advantaged dollars, meaning your rental income and property appreciation stay inside the …

When you’re running your own business, retirement planning can feel like a luxury. You’re juggling expenses, managing clients or customers, and thinking about the next quarter. You’re not thinking about the next decade. But the truth is, building a solid retirement foundation doesn’t have to be complicated or time-consuming. That’s exactly why Self-Directed SEP IRAs …

You won’t see many headlines about tax lien investing. It doesn’t get the same attention as real estate flipping or precious metals. But it’s one of the more intriguing paths available inside a Self-Directed IRA. And for investors willing to do a bit of research, it offers a unique mix of opportunity and control. If …

Let’s face it: real estate investors like to take the reins. They like a little control. They want to see what they’re investing in, weigh the risks themselves, and know exactly how their money is working. That’s why so many of them are drawn to Self-Directed IRAs. These accounts give you the power to choose …

If you’re self-employed or own a small business, you’ve probably heard about SEP IRAs. These retirement accounts are particularly known for high contribution limits and simple setup. But when you combine a SEP IRA with self-direction, you open up a world of investing opportunities beyond the stocks and bonds many investors focus on. A Self-Directed …

A vacation rental can be more than just a charming place to stay. It can be a source of income, long-term appreciation, and really intelligent portfolio diversification. And with a Self-Directed IRA, it’s possible to hold that property inside a retirement account. But before you start daydreaming about using your IRA to buy a beach …

Gold tends to show up in the headlines when markets take a dip. Investors start to wonder if they should have something more stable in their portfolios—something tangible. But for those who are already thinking long term, a Gold IRA might be more than just a safe haven. It can offer several under-the-radar benefits that …

Let’s be honest: No one gets excited about inheriting an IRA. It usually means someone you care about is no longer around. And just when you’re trying to navigate the emotions of this event, along comes a pile of paperwork and a tangle of IRS rules to deal with. Add the complexity of a Self-Directed …