Retail exchange accounts (like Coinbase) sit in taxable space—every trade can create a reportable event. A Self‑Directed IRA moves those same crypto trades into a tax‑advantaged wrapper, lets you hold... read more →
For investors who want more control over their retirement savings, a Self-Directed IRA (SDIRA) makes it possible to go beyond Wall Street and invest in alternative assets such as real... read more →
Starting or buying a business often comes with a big question: Where will the money come from? For many aspiring entrepreneurs, the largest pool of available capital isn’t sitting in... read more →
On September 17, 2025, the Federal Reserve announced a quarter-point interest rate cut, with projections for two additional cuts before year’s end. While Wall Street focused on how the move... read more →
The idea of controlling your retirement savings more directly appeals to many investors. But when you hear about IRA Financial, a frequent question is: Is IRA Financial legit? In the... read more →
When Did the 401(k) Start? – Key Historical Milestones Before we dig deeper, here's a quick timeline of the Solo 401(k) history: YearMilestoneWhat Happened2001Solo 401(k) ExpansionThe Economic Growth and Tax... read more →
As a solopreneur, every dollar you earn and invest has to work harder for your future. The IRS gives you powerful opportunities to save for retirement in tax-advantaged accounts, but... read more →
Most retirement accounts stick to the basics: stocks, bonds, and mutual funds. But today’s investors want more control—and more opportunity. Self-Directed IRAs (SDIRA) and Solo 401(k) plans give you the... read more →
Real estate is one of the most powerful tools for building long-term wealth, yet many investors limit themselves by holding property in taxable accounts. What often gets overlooked is that... read more →
The affiliated service group (ASG) rules are some of the most complex tax regulations business owners face when establishing a Solo 401(k). If you own or are affiliated with multiple... read more →