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Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
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Understanding Self-Directed IRAs
March 4th at 2pm Eastern
Earn Interest, Not Properties: Tax Liens 101 for IRA Investors
Discover how investors earn 12–20% interest through tax lien investing inside a Self-Directed IRA. Watch CPA Jack Kiley explain lien vs deed investing, county auction rules, and how to use retirement funds for this often-overlooked strategy.
Understanding UBIT and UDFI: When Your IRA’s Earnings Become Taxable
Not all income inside an IRA is automatically tax free, especially when leverage or active business activity is involved. Two key concepts every self directed investor should understand before year end are UBIT and UDFI. This article explains when these taxes apply, how to plan for them, and why they matter as 2026 tax changes approach. Whether you invest through real estate, private lending, or partnerships, understanding UBIT and UDFI can help you stay compliant and protect your returns.
How to Plan Your Year-End IRA Moves Before December 31
Before closing out the year, make sure your IRA gets the same attention as your other investments. A few key actions before December 31 can reduce taxes, prevent penalties, and position your account for stronger returns next year. This article outlines the most important year end steps to take, from confirming RMDs and evaluating Roth conversions to reviewing contributions, valuations, and beneficiary designations.
What Every Real Estate Investor Should Know About IRA Rules
Real estate can be one of the most powerful ways to grow your retirement wealth when done correctly. A Self Directed IRA gives you the freedom to invest in real property, notes, and private deals but also comes with strict IRS rules that investors must follow. This article explains how to use retirement funds for real estate while avoiding prohibited transactions, disqualified persons, and costly mistakes. Whether you are a hands on investor or exploring your first IRA purchase, this guide will help you structure your deals with confidence and compliance.
Boost Your Tax Savings by Donating Appreciated Stock Instead of Cash
Are you charitably inclined and looking for a powerful year-end tax-saving strategy? Consider donating appreciated publicly traded stock you’ve held more than one year to a qualified charity. You may be able to enjoy two tax benefits.
Tax Liens in Depth: Due Diligence and Pitfalls to Avoid Inside Your IRA
Tax lien investing offers a rare combination of fixed returns and real property security, making it an appealing option for experienced IRA investors seeking steady income. This follow up to our October Client Strategy Group expands on how to evaluate liens before bidding and avoid common compliance pitfalls.