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...
Jan 12, 2026 | Blog, Self-Directed IRA Investing
What Is Working Now and What Needs a Second Look From Rules to Real World Opportunity At this point, most self-directed investors understand the rules. They know what is permitted, what is prohibited, and how alternative assets fit inside an IRA. The question...
Jan 11, 2026 | Blog, Fair Market Valuations (FMV)
Fair Market Value reporting is straightforward once expectations are clear, but there are a few common mistakes that tend to come up year after year. The good news is that most of these issues are easily avoided with a bit of awareness and preparation. Using the...
Jan 11, 2026 | Blog, Fair Market Valuations (FMV)
Fair Market Value, often referred to as FMV, is the estimated value of an asset if it were sold in the open market under normal conditions. In simple terms, it reflects what a willing buyer would reasonably pay a willing seller at a given point in time. For...
