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Investor Education

Mainstar Trust encourages you to investigate before you invest. When making decisions regarding your self-directed IRA, take the time to make informed decisions regarding your investment choices and financial advisors.

Self-Directed IRA Investor Resources

North American Securities Administrators Association (NASAA)

NASAA - Investor Education

Financial Industry Regulatory Authority (FINRA)

FINRA - Investor Information

FINRA - Broker Check

American Association of Retired Persons (AARP)

AARP - Investment Awareness

Internal Revenue Service (IRS)

IRS - Publication 590A - Individual Retirement Arrangements

IRS - Publication 590B - Individual Retirement Arrangements

IRS - Publication 560 - Retirement Plans for Small Business

IRS - Prohibited Transactions

Securities and Exchange Commission (SEC)

SEC - Investor Information

SEC - Investor Alert for Self-directed IRAs

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Featured Articles

Spring: A Good Time to Attend to Your Self-Directed IRA

Whatever your situation, this is a good time of year to consider certain actions that may still affect your 2025 tax situation or that may put you in a better position for 2026.

Retirement Planning for Small Business Owners Using SEP IRAs

Learn how SEP IRAs work for small business owners. Mainstar Trust explains contribution limits, tax benefits, and retirement planning basics.

Understanding UBIT & UDFI: Taxes That Can Affect Your SDIRA Investments

Learn how UBIT and UDFI taxes may affect self-directed IRA investments. Mainstar Trust explains the basics of these IRS rules for SDIRA account owners.

When a Postmark Isn’t What It Used to Be: What IRA Account Holders Should Know This Tax Season

Learn how new USPS postmark rules may impact IRA deadlines this tax season. Mainstar Trust explains what account owners need to know.

Is a Real Estate IRA Right for You? Key Questions to Ask Before Investing

Learn key questions to ask before using a self‑directed IRA for real estate investing. Mainstar Trust explains the basics and IRS considerations.

How a Self-Directed IRA Gets Funded: Transfers, Rollovers, and Contributions Explained

Learn how to fund a Self-Directed IRA through transfers, rollovers, and contributions. Mainstar Trust explains the basics to help you get started.

IRS Announces 2026 Cost-of-Living Adjustments for Retirement Savings

Explore the IRS 2026 cost-of-living adjustments for IRAs and retirement plans. Learn about new contribution limits and income thresholds for the upcoming tax year.

How to Diversify Your Portfolio with a Self-Directed IRA

Learn how a self-directed IRA can support diversification across asset classes, real estate, fixed income, and more. Explore broader options with Mainstar Trust.

Can You Have Both an IRA and 401(k)?

Explore how Mainstar Trust can support your retirement goals with your IRA account. Understand limits, tax rules, contribution options, and more.

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