Feb 16, 2026 | Blog, Self-Directed IRA Investing
When Flexibility Starts to Feel Like Overwhelm One of the biggest advantages of a self-directed IRA is access. Real estate, private lending, notes, syndications, private equity, and more all become available in a way traditional retirement accounts do not allow....
Feb 10, 2026 | Blog, Tax Bites
Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain tax breaks, tax bracket and, ultimately, your tax liability. Which filing...
Feb 9, 2026 | Blog, Self-Directed IRA Investing
Why the Same Deal Produces Different Outcomes In investing, people often ask whether a deal is good or bad. In practice, the more important question is whether the deal fits the investor. Two investors can review the same opportunity, follow the same rules, and...
Feb 3, 2026 | Blog, Tax Bites
If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in accordance with IRS requirements. Exactly what’s required depends on various...
Feb 2, 2026 | Blog, Self-Directed IRA Investing
When Strategy Stops Feeling Simple There is a familiar rhythm many self-directed investors experience. Learning feels energizing. Articles make sense. Podcasts resonate. Conversations spark ideas. Everything feels clear while the strategy lives in theory. Then the...
Jan 30, 2026 | Blog, Real Estate, Self-Directed IRA Investing, Strategy Group Recaps
In our most recent National Strategy Call, Jack led a live discussion on how self-directed retirement accounts can be used for real estate and alternative investing, and the rules investors need to understand before doing a deal. This session was designed for...
Jan 27, 2026 | Blog, Retirement Accounts, SEP IRAs, Tax Bites
If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose a Simplified Employee Pension (SEP), you’ll be able make deductible 2025 contributions...
Jan 26, 2026 | Blog, Self-Directed IRA Investing
From Reacting to Investing with Intention It is easy to invest one deal at a time. Many investors move from opportunity to opportunity without stepping back to look at the bigger picture. While this approach can work, it often leads to reactive decision making rather...
Jan 20, 2026 | Blog, Tax Bites
The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is about the same time as when the agency began accepting and processing 2024 tax year returns last year, despite IRS staffing having been significantly reduced since then....
Jan 19, 2026 | Blog, Self-Directed IRA Investing
January is when momentum and mistakes both start. The beginning of the year brings motivation. Investors are ready to act, deploy capital, and move deals forward after year end planning finally feels complete. Most early year issues are not caused by bad intent. They...
