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2026 Contribution Limit Updates for Retirement Plans

Tuesday, December 23

What Real Estate Investors Need to Know Retirement contribution limits increase periodically, and 2026 brings meaningful updates that investors should understand. The IRS has announced higher limits for retirement accounts, giving investors more opportunity to save tax advantaged dollars and acce...


Solo 401(k) vs SEP IRA

Tuesday, December 23

Solo 401(k) vs SEP IRA ~ Which Retirement Plan Is Right for Self Employed Business Owners in 2026 If you are self employed or run a small business, choosing the right retirement plan can dramatically impact how fast you build wealth and how much you keep in taxes. Two of the most powerful options...


99% of SDIRA Investors Miss This. The 1% Use It to Retire Tax-Free

Tuesday, July 08

When most investors open a Self-Directed IRA (SDIRA), it's because they want control. They’re done riding the Wall Street roller coaster. Done handing over their financial future to fund managers who don’t know their name, let alone their goals. With an SDIRA, you can invest in real assets—rental...


🚨 California Investors: Hidden Bill Language Could Crush Junior Debt

Wednesday, June 25

If you invest in seller carrybacks, second-position loans, or trust deeds through a Self-Directed IRA (SDIRA), there’s a stealth legislative move happening in California you need to know about — and act on fast. Here’s what’s going on: 💣 SB 681 Was Stopped—Then Quietly Resurrected in a Budget Bil...


The Backdoor Roth IRA: A Loophole Real Estate Investors Can’t Ignore

Tuesday, June 17

If your income is too high to contribute to a Roth IRA, there’s still a smart—and perfectly legal—way to get money into one. Welcome to the Backdoor Roth IRA strategy. What’s the Big Deal About a Roth IRA? Roth IRAs are retirement accounts that allow your investments to grow tax-free. Unlike trad...


Financing Real Estate Investing in Upheaval

Tuesday, March 25

As of March 25, 2025, the mortgage finance industry is facing major shake-ups, and if you’re investing in real estate—or planning to—it’s time to pay attention. The Trump administration just fired top executives at Freddie Mac and the Federal Housing Finance Agency (FHFA), signaling potential shi...