Sep 24, 2026 | Blog, Contributions
There’s a quiet irony in how most people treat retirement contributions. They’ll spend hours analyzing a single investment, comparing properties, scrutinizing a note, running returns to the third decimal. Then they’ll fund their retirement account...
Sep 21, 2026 | Blog, Fair Market Valuations (FMV), Required Minimum Distributions (RMDs), Retirement Accounts
Right now, the end of the year feels comfortably far away. The holidays are an abstraction, December 31 is a rumor, and the deadlines that will feel urgent in ten weeks feel like nothing at all today. That gap, between how far away year-end feels and how fast it...
Sep 17, 2026 | Blog, Wealth Building
Some of the best investing stories aren’t about a single person and a spreadsheet. They’re about people. A husband and wife who built a portfolio at the kitchen table. A parent and an adult child walking a property together, one bringing decades of...
Sep 14, 2026 | Blog, Self-Directed IRA Investing
Every experienced investor has one. The deal that got away. The property that was priced right, in the right area, at the right moment, and you had to pass. Not because you didn’t see the opportunity, you saw it clearly, that was the painful part, but because...
Sep 10, 2026 | Blog, Real Estate, Tax Bites
Most people open a self-directed IRA for a simple, appealing reason: tax advantages. The account grows tax-deferred, or in a Roth, potentially tax-free. So it comes as a genuine surprise to many investors that a tax-advantaged account can, in certain specific...
Sep 7, 2026 | Blog, Fair Market Valuations (FMV)
If you hold stocks in a retirement account, you never think about what they’re worth. The market decides, second by second, and your statement just tells you the number. It’s automatic, invisible, and effortless. Self-directed investors don’t get...
Sep 3, 2026 | Blog, Self-Directed IRA Investing, Wealth Building
Here’s a test that cuts through more financial noise than any spreadsheet ever will. Imagine it’s 3 a.m. Something has gone sideways with one of your investments, a tenant issue, a market wobble, a deal that stalled. You’re awake, staring at the...
Sep 1, 2026 | Blog, Retirement Accounts, Roth IRAs, Traditional IRAs, Wealth Building
Most retirement advice about Roth versus Traditional accounts boils down to a single question: do you think your tax rate will be higher now or later? It’s a fair starting point. But if you invest in real estate, private notes, or other alternative assets inside...
Sep 1, 2026 | Blog, Tax Bites
Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees and require time and resources to fix. Errors involving tax withholding, deposits or...
Aug 31, 2026 | Blog, Self-Directed IRA Investing
There’s a sentence we hear more than any other in this business. It comes over the phone, in webinars, at Meetup events, and it’s always delivered in the same tone, somewhere between disbelief and delight: “Wait. I didn’t know I could do...
