IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
Why Self-Directed IRA Fees Really Matter
When investors evaluate retirement accounts, they typically focus on investment performance. They compare returns, asset classes, and market…
IRA Financial vs The Entrust Group
For investors seeking greater control over their retirement portfolios with alternative assets, such as real estate, private equity, precious…
How to Buy Mortgage Notes With a Self-Directed IRA in 2026
Most Self-Directed IRA investors are familiar with investing in rental real estate, private funds, precious metals, and cryptocurrency. However, one…
IRA Financial vs Rocket Dollar
For investors looking to diversify their retirement portfolios with alternative assets, such as real estate, precious metals, private companies,…
Carried Interest in Your Roth IRA: What Investment Professionals Need to Know
For private equity managers, venture capital sponsors, real estate syndicators, and hedge fund managers, a carried interest is often the most…
How the Solo 401(k) Loan Can Save You Thousands in Credit Card Interest
If there is one financial trend that concerns me more than almost anything else today, it is the explosion of high-interest consumer debt. As a tax…
How Do You Title Real Estate in a Self-Directed IRA?
Real estate has long been one of the most popular alternative investments held inside retirement accounts. Many investors understand the benefits of…
IRA Financial vs Alto IRA
When you want to invest your retirement funds in alternative assets, such as real estate, private equity, or cryptocurrency, Self-Directed IRAs…
How to Close a Real Estate IRA Purchase: A Step-by-Step Compliance Checklist
A Real Estate IRA closing follows standard real estate procedures, but ownership, funding flow, and signatures must reflect the IRA, not you…
The Self-Employed Tax-Free Empire: How to Bundle Your Way to Tax-Free Millions
The tax code is often portrayed as the enemy of the self-employed. In reality, it is written in their favor. W-2 employees are largely limited to…
IRA Financial vs Columbia Private Trust
For investors looking to diversify their retirement portfolios with alternative assets, such as real estate, private equity, or cryptocurrency,…
SEP IRA for S-Corps vs LLCs vs Sole Props
A SEP IRA follows the same IRS framework across all business types, but entity structure controls what counts as compensation, and that directly…