Is the Fiduciary Rule Making a Comeback?

The Department of Labor’s (DOL) fiduciary rule, initially…
Self-Directed IRA

IRA Balances -Reach Record High: Here’s How to Diversify Using IRAs

Good news: Fidelity Investments is reporting greater-than-ever…

Are Your Grown Kids Ruining Your Self-Directed IRA Retirement?

Age Wave is one of the country’s thought leaders on issues…

Using Your Self-Directed Roth IRA for Bitcoin Investments

Don’t look now, but Bitcoin (BTC) is on the rise again. This…

What if You Have an Excess Contribution in Your Self-Directed IRA?

A Self-Directed IRA is a wonderful tool for saving for a secure…

Protecting Yourself from Rising Interest Rates Using a Self-Directed IRA

Warren Buffett famously quipped “it is only when the tide goes…

Coverdells Allow for Self-Directed IRA style Investing for College Savings

These days, lots of people understand that IRAs allow taxpayers…

The Seven Deadly Sins of Self-Directed IRA Investing

1.)  Paying too much. Experienced investors will tell you: Make…

Best Flipping Markets for a Self-Directed IRA

If you are a property flipper, you already know some areas are…

C Corporation UBTI (Unrelated Business Taxable Income) Blocker Technique May Help Reduce Self-Directed IRA Taxes

The Tax Cuts and Jobs Act – the sweeping series of Tax Cuts…