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🤝 Can You Invest With a 50/50 Business Partner Using a Self-Directed IRA?

The answer might surprise you!

Under IRC §4975, having a business partner doesn’t automatically make that person a disqualified person. But how you structure the investment matters!

✅ When can your IRA invest alongside a business partner?

⚠️ When does the 50% ownership rule create a prohibited transaction?

📚 What does the IRS say?

Our latest uDirect IRA Services blog breaks down the rules, real-world examples, and costly mistakes to avoid.

👉 Read the full article: https://udirectira.com/self-directed-ira-business-partner-rules/

#SelfDirectedIRA #uDirectIRA #BusinessPartners #AlternativeInvestments #ProhibitedTransactions RetirementInvesting

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Could your self-directed IRA buy Super Bowl tickets? 🏈Karen shares a surprising example: tickets may qualify as an IRA investment in certain circumstances but using them yourself to attend the game could count as personal use and trigger a prohibited transaction.

The takeaway? “Allowed” doesn’t mean “no rules.” Understand the asset, follow IRS requirements, and get qualified guidance before making an investment decision.Would you have guessed this was even a possibility?#SelfDirectedIRA #SuperBowl #RetirementPlanning #FinancialEducation #SmartMovesAfter55

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💰 What if your retirement savings could do more than you ever imagined?

Think retirement investing is limited to stocks and bonds? Think again!

🎙️ Coming soon on Smart Moves After 55, I’m sitting down with Kaaren Hall, Founder & CEO of uDirect IRA, to uncover one of retirement investing’s lesser-known options: Self-Directed IRAs!

We’ll talk about the possibilities, the risks, and what you need to know before making a move.

✨ Because it’s never too late to learn something new about building wealth and protecting your future!

👇 Have you ever heard of a Self-Directed IRA?

#SmartMovesAfter55 #SelfDirectedIRA #KaarenHall #RetirementPlanning #WealthAfter55 FinancialFreedom RetirementInvesting LifeAfter55

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For many retirees, the arrival of Required Minimum Distributions (RMDs) feels like an unwanted tax surprise. Learn tips to Minimize Required Minimum Distributions (RMDs) and Reduce Your Tax Bill on the uDirect IRA blog here - https://udirectira.com/minimize-required-minimum-distributions/

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Looking to explore retirement investing beyond stocks and mutual funds? Join us for the uDirect IRA Services SDIRA Workshop on Zoom. Learn about Self-Directed IRA basics, popular investment options, and key considerations—plus bring your questions for live Q&A.

📅 Wednesday, November 18, 2026

🕛 12:00 PM Pacific

💻 Live on Zoom

R.S.V.P. Here - https://us02web.zoom.us/meeting/register/kvwN5WArT_WXc93ITeDKAw

For educational purposes only; no legal, tax, or investment advice is provided

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🚨 Big News for Business Owners and Retirement Savers! SECURE 2.0 changed the rules! Read about it on the uDirect IRA Services blog - https://udirectira.com/roth-sep-ira-rules-2026-secure-2-0/

You can now make Roth SEP IRA contributions, combining substantial retirement contribution limits with the potential for tax-free retirement income.💰 Contribute up to $72,000 in 2026, subject to IRS limits, while exploring self-directed investment opportunities beyond Wall Street. Discover how Roth SEP IRAs work, their tax advantages, and what the new IRS rules mean for you.👉 Read our latest blog to learn more! https://udirectira.com/roth-sep-ira-rules-2026-secure-2-0/

#RothSEPIRA #SECUREAct2 #SelfDirectedIRA #RetirementPlanning #TaxFreeRetirement uDirectIRA InvestOutsideWallStreet

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Want more control over your retirement investments? https://udirectira.com/self-directed-ira-solo-401k-investing/ A Self-Directed IRA or Solo 401(k) from uDirect IRA Services can let you invest beyond Wall Street in assets like real estate, private placements, private lending and more. Our latest blog explains how these accounts work, what to watch for, and why fees matter. Read more and explore what’s possible with uDirect IRA Services. https://udirectira.com/self-directed-ira-solo-401k-investing/ #SelfDirectedIRA #Solo401k #AlternativeInvestments #RealEstateInvesting

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Looking to build a more resilient retirement strategy?

Read the uDirect IRA Services blog. https://udirectira.com/alternative-assets-self-directed-ira-2026/

Diversification is one of the most important ways investors can manage risk and uncover new opportunities. In our latest blog post, we explore how thinking beyond traditional investments may help you create a stronger financial future. Read more and see how a Self-Directed IRA can expand your options. https://udirectira.com/alternative-assets-self-directed-ira-2026/

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What do ultra-wealthy investors know about alternative assets?

Goldman Sachs found that 80% of investors with more than $10 million in investable assets use alternative investments.

That does not mean they are abandoning stocks. It does mean many wealthy investors are looking beyond traditional markets for diversification, private market opportunities, and greater investment flexibility.

The good news? You do not need $10 million to explore alternative assets.

A Self-Directed IRA can open the door to investments such as real estate, private placements, promissory notes, certain precious metals, cryptocurrency, and more.

Read the full article on the uDirect IRA Services blog to learn why alternatives are attracting so much attention and how a Self-Directed IRA can expand your retirement investment choices.

https://udirectira.com/wealthy-investors-alternative-assets-self-directed-ira/

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Thinking about retirement in 2026? A strong stock market can make the timing feel right, but your plan needs to work even when markets change.

Read the uDirect IRA Services blog here - https://udirectira.com/retirement-planning-2026-multiple-accounts-self-directed-ira/

Your 401(k) and IRA can work together toward your retirement goal. A self-directed account may also let you explore investments beyond Wall Street, with risks and responsibilities to understand before you invest.

Read our new article to see how multiple retirement accounts can fit into one plan: Retirement Planning in 2026: How Multiple Accounts Can Help You Reach Your Goal.

https://udirectira.com/retirement-planning-2026-multiple-accounts-self-directed-ira/

#RetirementPlanning #SelfDirectedIRA #401k #FinancialEducation

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401(k) balances have reached a record high, but how quickly could that change if the market turns? The uDirect IRA Services blog examines what drove the surge, the realities of stock market volatility, and how tangible alternative assets may help retirement savers diversify beyond Wall Street. https://udirectira.com/401k-balances-hit-a-record-high-but-what-happens-when-the-market-turns/

Learn why leaving an employer can be an important opportunity to review your retirement options and decide whether a Self-Directed IRA fits your goals.

Read the full article: https://udirectira.com/401k-balances-hit-a-record-high-but-what-happens-when-the-market-turns/

#401k #SelfDirectedIRA #SDIRA #RetirementPlanning #AlternativeInvestments MarketVolatility uDirectIRA

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What could your retirement funds invest in beyond stocks and mutual funds?

Join uDirect IRA Services for a live Self-Directed IRA Workshop and learn how retirement funds may be used to invest in real estate, cryptocurrency, precious metals, private notes, and more. RSVP here - https://us02web.zoom.us/meeting/register/kvwN5WArT_WXc93ITeDKAw#/registration

Bring your questions! We’ll include live Q&A to help you better understand how SDIRAs work, and the important rules to know before investing.

📅 Wednesday, November 18, 2026
🕛 12:00 PM Pacific
📍 Live on Zoom

Register today: https://us02web.zoom.us/meeting/register/kvwN5WArT_WXc93ITeDKAw#/registration

For educational purposes only. This workshop does not provide legal, tax, or investment advice.

#SelfDirectedIRA #SDIRA #RetirementPlanning AlternativeInvestments RealEstateInvesting uDirectIRA

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