What Makes a Self-Directed IRA Company Truly Hands-Off Friendly
If your retirement account feels like it needs constant administrative attention every time you want to make an investment, something in the structure or sup...
10 min read
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Retirement Guides
Articles offering tips and explanations on retirement accounts, IRA options, and planning strategies.
34 articles
Big-Picture Planning with a Self-Directed IRA Advisor
Many savers treat retirement like a slow cooker: set it and forget it in a 401(k), pick a target date fund, and hope it turns out well. That approach can wor...
10 min read
Using an IRA for an Oceanside STR: UDFI/UBTI, Management, Traps
Using retirement money to buy a short-term rental can be a smart move if you love real estate and want more control over your nest egg. A busy booking calend...
10 min read
Decoding Self-Directed IRA Services for First-Time Investors
More people are looking at a self-directed IRA because they're tired of feeling stuck. Markets swing, inflation eats at savings, and it's natural to wonder w...
10 min read
Getting Comfortable With a Self-Directed SEP IRA for Side Income
Side hustle money can feel like "extra." It shows up from consulting, coaching, selling online, or driving on weekends, then quietly disappears into day-to-d...
10 min read
Structuring a Self Directed IRA LLC in California for Crypto Gains
If you're in California and serious about Bitcoin or Ethereum, a crypto IRA lets you point retirement dollars straight at the digital-asset markets instead o...
9 min read
Real Estate IRA Investing in California Beyond Beachfront Rentals
Did you know you can use money you already have in your retirement accounts to buy investment property — without taking a taxable distribution? Instead of se...
8 min read
Questioning a Self-Directed IRA in California for Your First Rental
Buying investment property with your retirement account sounds complicated, but the process is more approachable than most people expect. Once you know the s...
10 min read
When a California SDIRA Shouldn’t Use an LLC for Crypto: Custodian vs. Checkbook
A lot of California investors reach the same conclusion: they've got too much of their retirement money in stock funds, and they'd rather own real estate the...
8 min read
California SDIRA Setup Roadmap: Custodian, 401(k) Rollover, Timelines
If you live in California and your retirement money is sitting in the same handful of stock funds it's always been in, you have more options than your broker...
10 min read
Reading a Self-Directed IRA LLC Operating Agreement in California
You set out to do one specific thing: get checkbook control over your retirement account — a dedicated bank account your IRA owns, so you can write the earne...
12 min read
What Beach Investors Miss About Self-Directed IRAs in California
Investors in California tend to focus on the next great property, not the structure they use to own it. That's a problem, because the way you hold an investm...
10 min read