uDirect IRA Services, LLC

uDirect IRA Services, LLC uDirect IRA Services helps you invest your retirement savings outside the Stock Market to improve your financial future.

Your 5-star rating keeps uDirect IRA Services going strong! ⭐We truly appreciate your support and trust in our team. You...
05/21/2026

Your 5-star rating keeps uDirect IRA Services going strong! ⭐

We truly appreciate your support and trust in our team. Your feedback motivates us to continue providing reliable service and helping investors work toward their retirement goals every day.

Ready to begin? Open your account today.

📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

05/20/2026

Some people don’t realize they can invest in alternative assets through their retirement account. 📈

From real estate to private investments, self-directed retirement accounts can offer more flexibility and control over your financial future.

Ready to begin? Open your account today.

📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

📅 SAVE THE DATE — July 8, 2026 | 12 PM PThttps://us02web.zoom.us/meeting/register/7BxvbRqLRN6cup7CuLdpJA #/registrationW...
05/19/2026

📅 SAVE THE DATE — July 8, 2026 | 12 PM PT

https://us02web.zoom.us/meeting/register/7BxvbRqLRN6cup7CuLdpJA #/registration

What if your retirement account could invest beyond the stock market?

Join us for a powerful online workshop on how investors are using Self-Directed IRAs and Solo 401(k)s to invest in real estate, private lending, syndications, startups, and other alternative assets while building long-term retirement wealth.

In this live session, you’ll learn:

✔️ The difference between Self-Directed IRAs and Solo 401(k)s

✔️ What investments are allowed — and what to avoid

✔️ How retirement funds can participate in real estate deals and syndications

✔️ Strategies investors are using to create more control and diversification in their retirement planning

Whether you’re an active investor, entrepreneur, or simply looking for alternatives beyond traditional Wall Street investments, this workshop will give you practical insights you can apply immediately.

https://us02web.zoom.us/meeting/register/7BxvbRqLRN6cup7CuLdpJA #/registration

🗓 July 8, 2026

⏰ 12:00 PM Pacific

💻 Live Online Event

Mark your calendar and reserve your spot — this is a conversation you won’t want to miss.

05/17/2026

401(k)s have contribution limits — but they also offer powerful retirement-saving potential. 📈

Maximize your retirement strategy with investment options designed to help you build long-term wealth and financial freedom.

Follow us for more retirement strategy tips.
Ready to begin? Open your account today.

📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

Thank you for the 5-star rating! ⭐ We truly appreciate your support and are grateful for the opportunity to assist you w...
05/16/2026

Thank you for the 5-star rating! ⭐ We truly appreciate your support and are grateful for the opportunity to assist you with your retirement goals. Our team at uDirect IRA Services is committed to providing helpful, reliable, and professional service every step of the way.

Ready to begin? Open your account today.

📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

05/15/2026

A prohibited transaction can put your retirement account at risk. ⚠️

Understanding IRS rules is important when investing through a self-directed retirement account. Staying informed can help protect your investments and avoid unnecessary penalties.

At uDirect IRA Services, we help guide investors through the process so they can invest with greater confidence.

Ready to begin? Open your account today.

📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

One step at a time leads to long-term success. 📈Building financial freedom and planning for retirement starts with the d...
05/14/2026

One step at a time leads to long-term success. 📈

Building financial freedom and planning for retirement starts with the decisions you make today. Stay consistent, stay focused, and trust the process.

Ready to begin? Open your account today.

📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

Did you know your retirement account may be able to invest in real estate syndications, private lending, LLCs, and other...
05/09/2026

Did you know your retirement account may be able to invest in real estate syndications, private lending, LLCs, and other alternative assets?

https://us02web.zoom.us/meeting/register/oVgj1VjMTByg9Oid5OiT1A

Join uDirect IRA Services this Wednesday for a LIVE online workshop covering the fundamentals of Self-Directed IRAs and Solo 401(k)s — including how investors are using retirement funds to build tax-advantaged wealth beyond the stock market.

We’ll cover:

✔️ Self-Directed IRAs vs. Solo 401(k)s

✔️ What you can (and can’t) invest in

✔️ IRS rules and prohibited transactions

✔️ How to fund deals and invest in syndications

✔️ Strategies for expanding your investment opportunities

Whether you’re brand new to self-direction or looking to take your investing strategy further, this workshop is designed to give you clarity and actionable insight.

📅 Wednesday, May 13, 2026

⏰ 12:00 PM Pacific

📍 Live on Zoom

Reserve your spot here:

https://us02web.zoom.us/meeting/register/oVgj1VjMTByg9Oid5OiT1A

05/08/2026

Types of accounts in Self-Directed IRA investing 💼
Choose the structure that fits your financial goals and tax strategy:
• Traditional IRA – tax-deferred growth
• Roth IRA – tax-free withdrawals in retirement
• SEP IRA – designed for self-employed and business owners
• SIMPLE IRA – for small businesses and employees
• Solo 401(k) – flexible option for entrepreneurs with higher contribution limits
Each account gives you the power to invest in alternative assets—on your terms.
Follow us for more retirement strategy tips.
Ready to begin? Open your account today.
📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

Rated 5 stars for a reason ⭐⭐⭐⭐⭐Our clients trust us to help them take control of their retirement with clarity, confide...
05/07/2026

Rated 5 stars for a reason ⭐⭐⭐⭐⭐
Our clients trust us to help them take control of their retirement with clarity, confidence, and real results. See why so many are making the switch to smarter investing.
Follow us for more retirement strategy tips.
Ready to begin? Open your account today.
📍 https://udirectira.com/contact/
📧 [email protected]
📞 (714) 831-1866

Want to make smarter passive investment decisions in today’s market?Join uDirect IRA Services' Jeffrey Dixon, MBA, CISP,...
05/06/2026

Want to make smarter passive investment decisions in today’s market?

Join uDirect IRA Services' Jeffrey Dixon, MBA, CISP, SDIP, Jennifer Maldonado, Patrick Grimes, Michael Morawski and Dr. Kate Gress May 14 at 4:00 PM PST for an educational panel discussion covering passive investing fundamentals, deal evaluation, market trends, risk management, and common investor mistakes.

https://us02web.zoom.us/webinar/register/5317771210396/WN_ErMdK5H9SvqiwqwJSLyQrg

Whether you’re new to passive investing or already allocating capital, you’ll gain practical insights you can apply immediately.

This is an educational event only (not a capital raise)

🗓 May 14, 2026

⏰ 4:00 PM PST

https://us02web.zoom.us/webinar/register/5317771210396/WN_ErMdK5H9SvqiwqwJSLyQrg

Address

8 Corporate Park
Irvine, CA
92606

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17148311866

Website

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