Is Your Self-Directed IRA Subject to UDFI and UBIT? Understanding the tax implications of certain alternative assets in a self-directed retirement plan
September 3, 2025
Although self-directed IRAs are tax-advantaged accounts, certain types of alternative investments may trigger two types of tax liabilities: unrelated debt-financed income...
Are Alternative Assets Coming to Defined Contribution Plans? President Trump’s August 7 Executive Order Seeks to “Democratize Access to Alternative Assets”
August 25, 2025
President Trump’s August 7 executive order directs the U.S. Department of Labor to look at including certain alternative assets—which have long been allowed in...
Investing in Water Through a Self-Directed IRA
August 12, 2025
Self-directed investors who want to take an activist position with their investments, diversify their retirement portfolio and earn passive income can include water-related...
Keeping Ahead of Future Financial Strain: Some Americans are Living Like Frugal Retirees
July 24, 2025
A recent survey revealed that many Americans prefer certainty about their bills and are seeking finance management tools and more long-term control over their finances. This...
