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Whether you lean toward an IRA LLC, Trust, or Solo 401(k), the key is matching your investment habits with the right structure.

More and more retirees are realizing that a Checkbook IRA can provide that balance in ways that traditional accounts cannot.

Understanding how tax law treats income, debt-financed properties, and business activities is key to keeping your retirement plan working how you expect.

Done right, your IRA LLC can give you both control and confidence in building wealth for retirement.

Uncertainty isn’t going away anytime soon. If anything, recent trends are a reminder that relying solely on Wall Street is not enough.

For real estate-focused retirement portfolios, an IRA Trust can make investment management faster and more efficient.

The Wall Street Journal reports that the rush to do Roth IRA conversions before year-end has slowed.

A Checkbook IRA, whether structured as an LLC or Trust, puts the decision-making in your hands.

A Checkbook IRA, whether structured as an LLC or Trust, puts the decision-making in your hands.

With a Checkbook IRA, you make the transactions directly from your LLC or Trust bank account.

If you’re ready to be hands-on and move fast when good deals pop up, this approach gives you the tools to do it—without giving up your tax benefits.

Here’s how both setups actually work in 2025, and what kind of delays you can expect with each.

Private loans can offer high yields and diversification, especially when made through a Checkbook IRA.

This is a friendly reminder that the filing deadline for the 5500-EZ is July 31.

Partnering within a self-directed IRA can work, but it’s full of landmines if you don’t know the rules.

With the right timing and strategy, converting traditional IRA or Solo 401(k) assets to Roth can be a smart long-term play.

Precious metals like gold and silver tend to move independently of stocks and bonds. That non-correlation makes them a potential hedge against volatility.

Let’s unpack what real diversification looks like when you have full control over your retirement investments.

A good stress test flips your thinking from “How can I grow this faster?” to “What could break, and what would that mean?”

What happens to your self-directed IRA when you die? Learn how to protect your heirs and avoid costly mistakes.

Setting up a Roth Solo 401(k) early on can actually give you a major edge even if you’re not maxing it out right away.

Lending from your self-directed IRA can be a powerful way to generate passive income, especially in a high-interest environment.

With AI tools popping up in nearly every industry, it’s no surprise investors are trying to figure out how to get in early.