Posts by Madeline.Johnson
What Data Tells Us About the Future of Self-Directed Retirement Investing
Alternative investing is no longer a niche retirement strategy. Conversations once limited to institutional investors are now taking place among policymakers, regulators, financial advisors, and individual retirement investors. The White…
Read MoreRITA to Host Retirement Industry Conference, “SDIRAs & All That Jazz,” October 28-29, 2026 in New Orleans
The Retirement Industry Trust Association (RITA) will host its fall conference for self-directed retirement professionals from October 28-29, 2026 in New Orleans, LA. The theme will be “Self-Directed IRAs &…
Read MoreRetirement Industry Trust Association to Host Virtual Self-Directed IRA Institute, August 24-28, 2026
The Retirement Industry Trust Association (RITA) will host its virtual Self-Directed IRA Institute for retirement and other wealth management professionals next month. The course takes place virtually over Zoom and…
Read MoreSelf-Directed HSA: A Strategic Extension of Self-Directed Investing
The Retirement Industry Trust Association (RITA) continues to emphasize the importance of education in the use of self-directed accounts. As investors explore more ways to diversify and optimize tax efficiency,…
Read MoreProtecting the Custodian: Key Provisions in IRA Custodial Agreements
IRA custodial agreements are the primary contractual foundation governing the relationship between a custodian and its account holders. For self-directed IRA custodians in particular—whose clients hold alternative assets ranging from…
Read MoreRITA to Host Virtual Self-Directed IRA Institute, June 22-26, 2026
The Retirement Industry Trust Association (RITA) will host its virtual Self-Directed IRA Institute for retirement and other wealth management professionals next month. The course takes place virtually over Zoom and…
Read MoreWhat It Means to “Self-Direct” Your Retirement Account in 2026
For decades, most retirement investors have been conditioned to believe their retirement accounts are limited to traditional Wall Street products like stocks, mutual funds, ETFs, and bonds. Yet many investors…
Read MoreUnderstanding Single-Member IRA LLCs
A Single-Member IRA LLC, often called a “Checkbook Control IRA,” is a way for investors to have more direct say over what they hold in their self-directed IRA. With this…
Read MoreReal Estate IRA Investing Insights for First-Time Investors
Investing in real estate through a self-directed IRA can be a powerful way to build long-term wealth and diversify your retirement portfolio. But for first-time investors, the process can feel overwhelming. You’re not only evaluating…
Read MoreSelf-Directed Roth IRA Conversions: Smart Strategies to Avoid Costly Tax Mistakes
Self-directed individual retirement arrangements (IRAs) have become an increasingly popular choice for investors seeking greater control and diversification in their retirement portfolios. Traditional self-directed IRAs allow individuals to invest in…
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