Sep 27, 2026 | Blog, Required Minimum Distributions (RMDs)
Many investors don’t have just one retirement account. You might have a traditional IRA at a brokerage firm, a SEP IRA from your business, and a self-directed IRA that owns a rental property or a private note. When RMD season arrives, you might assume you need...
Sep 27, 2026 | Blog, Fair Market Valuations (FMV), Required Minimum Distributions (RMDs)
Every January, self-directed IRA holders get a request that’s easy to put off: send us your year-end valuation. It can feel like one more piece of paperwork during an already busy season. But that single number plays a bigger role than most people realize. It...
Sep 27, 2026 | Blog, Required Minimum Distributions (RMDs)
One of the best things about a self-directed IRA is that your retirement dollars can work in assets you know and believe in, like rental property, private notes, or a stake in a business. But once you reach RMD age, those same assets raise a practical question: where...
Sep 27, 2026 | Blog, Required Minimum Distributions (RMDs)
If your self-directed IRA owns a rental property, a private note, or a stake in an LLC, your required minimum distribution (RMD) can feel like a puzzle. The IRS expects a distribution every year, but your retirement dollars aren’t sitting in a money market fund...
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 15, 2026 | Blog, Tax Bites
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December 31 is a good idea. You may have decisions to make...
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...
