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Understanding UDFI, its implications, and strategies for managing it is crucial for investors looking to maximize their returns while staying compliant with IRS regulations.

Non-recourse loans allow your IRA to borrow money without violating IRS rules—so long as you follow specific guidelines.

Short-term rentals can be a great way to build wealth inside a Checkbook IRA, but only if you follow the rules.

Bitcoin has had its ups and downs, but it’s undeniably changed the investment landscape.

With the IRS rolling out new rules in 2025, it’s crucial to stay on top of the changes.

It’s the perfect time to take stock of your financial situation and explore ways to optimize your tax liabilities.

An LLC owned by an IRA (Individual Retirement Account) may be subject to FinCEN’s beneficial ownership reporting requirements.

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

Private equity real estate financing refers to the investment in real estate assets through private equity funds.

Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.

Revolutionizing Bitcoin Trading The Power of Algorithmic Trading  Revolutionizing Bitcoin Trading: The Power of Algorithmic TradingPodcast with Maximillian Pace CEO of Animus Technologies Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin...

You have as much control as you want, but you can enlist the help of a professional advisor whenever you so desire.

Even though a SEP IRA is the most used plan in the financial industry we believe that hands down the SOLO 401k is the best solution.

Animus can work with different exchanges and give you full control of your account which is very rare with fund managers.

Before pursuing a self-directed IRA or checkbook IRA, it’s advisable to consult with a financial advisor or tax professional.

Changing your SEP IRA to a Solo 401(k) can be a beneficial financial move for some individuals, but it’s not the right choice for everyone. The decision should be based on your specific financial goals, circumstances, and needs.

The decision to convert a Traditional IRA to a Roth IRA is a complex one and depends on your individual financial situation and goals.

Real estate notes, also known as mortgage notes or promissory notes, are legal documents that represent a borrower’s promise to repay a debt.

A growing number of individuals are recognizing the merits of self-directed retirement investments.

AI-powered trading systems can process information at lightning speed, enabling them to react swiftly to market changes.

Here are some steps to consider when vetting a private loan investment.

Vetting a real estate investment requires a comprehensive evaluation of various factors, including property fundamentals, market conditions, financial analysis, and legal considerations.