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Insights & strategies
Guidance on self-directed retirement, alternative investing, and business strategy.
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July 24, 2026
How to Invest in Real Estate Using a Self-Directed IRA
A practitioner-level guide to acquiring real estate inside a self-directed retirement account — covering custodian selection, the IRA-owned LLC structure, prohibited transaction rules, leverage constraints, and UBIT implications.
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July 17, 2026
Asset Protection for Attorneys and Business Owners: LLC, Trust, and Entity Strategies
A practitioner-level guide to building a legally defensible asset protection structure — covering the LLC, irrevocable trust, S-corporation, and holding company frameworks, with specific considerations for attorneys, physicians, and high-income business owners facing professional liability exposure.
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July 10, 2026
Solo 401(k) for Self-Employed Physicians: Limits, Tax Advantages & Checkbook Control
A detailed analysis of the Solo 401(k) for self-employed physicians and dentists; covering dual-role contribution mechanics, the structural advantages over a SEP-IRA at high income levels, checkbook control for alternative investments, loan provisions, and year-end planning deadlines.
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July 2, 2026
Estate Planning for Business Owners: Preserving Wealth Across Generations
A strategic guide for business owners navigating estate planning — covering entity structures for wealth transfer, irrevocable trusts, buy-sell agreement mechanics, and the coordination of self-directed retirement accounts with overall estate strategy.
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June 26, 2026
How to Invest in Private Equity and Alternative Assets with a Self-Directed IRA
A practitioner-level guide to acquiring private equity interests, venture capital positions, and alternative assets through a self-directed retirement account — covering accredited investor qualification, UBIT on active business income, prohibited transaction risks in private placements, and the due diligence framework that distinguishes sophisticated SDIRA investors from exposed ones.
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June 19, 2026
Checkbook Control IRA: The Advanced Investor's Guide to Faster Deal Closing
The defining constraint of a conventional self-directed IRA is not investment eligibility, it is transaction speed. A checkbook control IRA solves that by placing a specially structured LLC between the IRA and the investment, giving the account holder direct authority to close deals on their own timeline. This guide covers how the structure works, what you can hold, the compliance rules, and when the added responsibility is worth it.
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June 11, 2026
Tax Optimization Strategies for High-Income Professionals in 2026
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June 11, 2026
Self-Directed IRA: The Complete Guide for High-Income Professionals
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