Direct IRA
π° Understanding the Tax Advantages of a Self-Directed IRA
One of the biggest benefits of a Self-Directed IRA is the potential tax advantages it can offer while helping you work toward your retirement goals.
Depending on the type of account, investors may benefit from tax-deferred growth or qualified tax-free withdrawals, allowing their investments more opportunity to grow over time.
Combined with the flexibility to invest in alternative assets, a Self-Directed IRA can be a powerful tool for building long-term wealth and planning for the future.
π© Ready to learn more about the benefits of a Self-Directed IRA? Open your account today.
π https://udirectira.com/contact/
π§ [email protected]
π (714) 831-1866
06/22/2026
Most self-directed IRA investors have no idea what they are actually paying.
Custodian fees vary widely -- and the difference between a flat-fee structure and a percentage-of-assets model can cost you thousands of dollars a year as your account grows. That is money leaving your retirement account instead of compounding inside it.
Here is the math that most custodians would rather you not run:
An IRA with $250,000 in assets at a 0.35% annual fee costs $875 per year. At $500,000, that same fee structure costs $1,750. Every year. For the same account.
uDirect IRA charges flat fees. Your account value goes up. Your custodian fee does not.
Before you move your next investment, know what you are paying:
What is your custodian's fee structure -- flat or percentage-based?
Are there transaction fees on top of that?
What does it cost you to add an asset, process income, or close a position?
The real issue is not whether you can afford the fees. It is whether those fees are justified by anything other than the size of your account.
Compare what you are paying now to what you could be paying. The numbers are worth five minutes of your time.
See uDirect IRA's fee schedule. Link in comments
06/17/2026
Your retirement account may be able to do more than you think.
Join uDirect IRA Services for a live educational workshop on July 8 at 12:00 PM Pacific and discover how investors are using Self-Directed IRAs and Solo 401(k)s to build retirement wealth beyond the stock market.
https://us02web.zoom.us/meeting/register/7BxvbRqLRN6cup7CuLdpJA #/registration
Weβll cover how retirement funds can invest in real estate, private lending, syndications, startups, and other alternative assets β plus the rules you need to know before getting started.
Reserve your spot and learn how to take greater control of your financial future. https://us02web.zoom.us/meeting/register/7BxvbRqLRN6cup7CuLdpJA #/registration
A Roth IRA and a Traditional IRA can both help you build wealth.
The big difference?
It's all about when you pay taxes.
One may give you a tax benefit today.
The other could give you tax free income in retirement.
Which one is better depends on your situation.
Watch the video for a simple side by side breakdown.
Follow me for more insights on how to make the most of your self-directed IRA!
π Letβs talk! 866-447-6596
π© Email us at: [email protected]
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