3 Important Questions for Your Solo 401(k) Provider
March 4, 2026
A solo 401(k) provider must be able to answer your questions regarding the retirement plan.
411 Results
Why a Self-Directed Roth IRA May Be Even More Powerful Than Section 1202 QSBS for Founder Shares
February 19, 2026
For startup founders and early investors, Section 1202 QSBS, also known as Qualified Small Business Stock, has become one of…
Top 6 HSA + IRA Providers for 2026 — Compare Fees, Offerings and Investor Fit
February 15, 2026
If you want to grow your Health Savings Account like a retirement account or combine the benefits of an HSA…
The Gold ETF Trap and the Self-Directed IRA
February 15, 2026
I have spent my career helping retirement investors who want protection against inflation, dollar devaluation, and systemic risks.
Can I Be an Officer of a Company My Self-Directed IRA Will Invest In?
February 14, 2026
Investing retirement funds in private businesses can be a powerful strategy.
The 4% Rule for Retirement and How Self-Directed IRAs May Change the Equation
February 14, 2026
One of the most widely cited concepts in retirement planning is the 4% rule.
How to Generate a 6.75% Return from Your 401(k) in 2026
February 14, 2026
As of March 2026, the prime interest rate stands at 6.75%. That is a very different environment from the ultra-low-interest…
Alternative Investment IRA Options for Diversification
February 12, 2026
If you are still holding only stocks, mutual funds, and ETFs inside your IRA, you are investing with one hand…
Top Income Property Investing Platforms: A 2026 Listicle Guide
February 12, 2026
Real estate is no longer just about buying a home or an office building.
How to Hold a Carried Interest in a Roth IRA: A Self-Directed Guide to Fund Carry, IRS Rules, and UBIT Risk
February 12, 2026
A carried interest is one of the most powerful wealth creation tools available to investment professionals.