Oct 29, 2026 | Blog, Fair Market Valuations (FMV), Self-Directed IRA Investing
If you hold alternative assets in a self-directed IRA, you’ve probably been asked at some point to provide the “fair market value,” or FMV, of your investments. For many investors, it feels like one more piece of paperwork. Why does anyone need to...
Oct 26, 2026 | Blog, Retirement Accounts, Roth IRAs, Tax Bites
When most people think about Roth IRAs, they think about their own retirement: tax-free growth, tax-free withdrawals, and more flexibility later in life. But there’s another side to the Roth story that doesn’t get nearly as much attention, and for many...
Oct 22, 2026 | Blog, Self-Directed IRA Investing, Tax Liens & Tax Deeds
Tax liens are one of those investments that tend to spark curiosity the moment people hear about them. The idea is simple: when a property owner falls behind on their property taxes, many local governments sell the right to collect that debt, plus interest, to...
Oct 21, 2026 | Blog, Solo 401(k) Plans, Tax Bites
As 2026 draws to a close, your employer’s 401(k) plan may offer an opportunity to reduce your current income taxes while building your retirement savings — or to boost your future tax-free retirement income. If you haven’t been contributing, it may not be too late to...
Oct 19, 2026 | Blog, Real Estate, Self-Directed IRA Investing
If you’ve been investing in real estate for years, buying property inside a self-directed IRA can feel like familiar territory. You know how to find a deal, run the numbers, and manage a property. What catches many seasoned investors off guard isn’t the...
Oct 15, 2026 | Blog, Tax Bites
Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you may be affected, consider the AMT before implementing income or deduction timing strategies. A move that would reduce your 2026 regular...
Oct 15, 2026 | Blog, SEP IRAs, Solo 401(k) Plans
If you’re self-employed and investing in real estate, private lending, or other alternative assets, you’ve probably come across two retirement plans again and again: the SEP IRA and the Solo 401(k). Both are built for business owners. Both can be...
Oct 13, 2026 | Blog, Tax Bites
Dissolving a marriage involves numerous financial and nonfinancial decisions, and tax considerations can easily fall by the wayside. But decisions made before your divorce is finalized can affect your current-year income tax liability and your tax situation in future...
Oct 12, 2026 | Blog, Roth IRAs
Roth accounts have a great reputation, and for good reason. Money goes in after tax, grows over time, and qualified withdrawals come out tax-free. It’s easy to hear that and assume Roth is always the smarter choice. But “tax-free later” always comes...
Oct 8, 2026 | Blog, Self-Directed IRA Investing
When people first learn they can use a self-directed IRA to invest in real estate, private lending, or other alternative assets, the next question usually isn’t “what should I buy?” It’s something more personal: “How involved do I...
