Private Lending Through a Self-Directed IRA Not everyone wants to be a landlord. And not everyone wants to play the market. Some investors prefer something simpler: lending money and earning interest. That’s the heart of private lending, and with a Self-Directed IRA, you can do it all inside a retirement account. It’s a way to …

The phrase “checkbook control” gets thrown around a lot in the world of Self-Directed IRAs. But for many investors, it still feels a little unclear. What exactly does it mean? How does it work? And more importantly, is it something you need in your retirement account? Let’s unpack what checkbook control is, how it fits …

Building Wealth with a Self-Directed Roth IRA When people discuss Roth IRAs, they often think of investing in stocks. And when they talk about building wealth, they often assume you need decades of compounding gains to get there. But what happens when you combine the tax-free benefits of a Roth IRA with the investment flexibility …

How to Use a Self-Directed IRA for Long-Term Passive Income When most people think about retirement income, what do they picture? Maybe checks from Social Security, or maybe a pension if they’re lucky. But today’s retirement world looks very different. More investors are building their own long-term income streams; one of the most flexible ways …

If you’ve ever wanted to write checks straight from your retirement account (and who hasn’t?), a Checkbook Control IRA might be the ideal setup for you. It gives you direct access to your Self-Directed IRA funds through a specially structured LLC, meaning no waiting on a custodian to sign off on every move you make. …

Creating a Retirement Strategy Around Alternative Assets A retirement plan isn’t just about saving. It’s about building something that fits your goals, risk tolerance, and the life you actually want to live. For many investors, that means going beyond the usual mix of stocks and bonds. It means taking a more hands-on approach, with a …

The Ultimate Due Diligence Checklist for Self-Directed IRA Investors “Due diligence.” Two words with big implications for retirement investors. If you’re considering investing in a Self-Directed IRA, then it’s good news because you get all sorts of new freedoms, particularly if you’re investing with the flexibility of a checkbook within the IRA. However, the risks …

Most people think of IRAs as a place for stocks, bonds, and mutual funds. That’s the default assumption under which too many retirement investors live. But what if you could use that same account to buy real estate? And what if you could do it without paying additional taxes on the rent, without paying capital …

Imagine it: one quick signature on the check, and you’ve invested in a tax-protected property that could pay off for years to come, fueling your retirement account with funds and income. Well, it doesn’t have to stay in your imagination. Lots of investors use this “Checkbook IRA” arrangement to handle their retirement investments. Here’s what …

Using a Checkbook Control IRA to Invest in Commercial Property Imagine an office tenant consistently paying money into your IRA every month. For many investors, it’s not a matter of imagination, but reality. And with a Checkbook Control IRA, you can exercise far more control over how you invest in properties like these. But how …

How a Checkbook Control IRA Can Empower Your Investment Strategy Ever write a check for something at the drop of a hat? It can be a powerful feeling. It means you not only have the means to do it, but that you have the flexibility and control over an investment account—so much so, in fact, …

Can you use a business to help you invest in other businesses? Absolutely. It sounds like a lot of work, but setting up a Checkbook IRA LLC can be tremendously helpful. And if you’re like many other people, you probably looked at the stock market in 2025 and said, “Thanks, but no thanks.” Financial headlines …