Insight & Updates

When many people hear about Self-Directed IRAs, they get excited. The possibilities! Alternative assets galore, plus all sorts of unique ways to make money in a retirement account. But there is a caveat: these IRAs are not the wild west. The IRS puts certain rules into effect for Self-Directed IRAs. And if you want to …

Imagine getting in early as an investor with Amazon, Google, or Facebook. Those kinds of returns could turn even a small investment into the wealth of a lifetime. But investing in startups and private equity isn’t always as easy as all that—it requires homework, know-how, and serious savvy. Fortunately, if you want a way to …

A Self-Directed SEP IRA—or a Simplified Employee Pension Plan IRA—makes it easier for entrepreneurs to invest in retirement accounts. They come with high contribution limits and plenty of flexibility. But what if you want to make unique, alternative investments with this type of account, like real estate or gold? You’d be surprised at how much …

Take a gander at the stock market recently? It isn’t all pretty. And when you hold 100% of your retirement in stocks, it can be downright gut-wrenching to see the volatile moves in the market. But for people who hold alternative assets—think real estate and precious metals—there’s a little less worry. There’s especially less worry …

We all know that retirement accounts help us save for retirement. When we load up in a Traditional IRA, for example, those tax-deductible contributions help us save money in the here and now, while putting money into the account gives us assets, we can trade within the account without having to pay immediate taxes on. …

Notice something when you check the markets lately? In the early quarters of 2025, gold hit new record highs, finally hitting over $3,000 an ounce. And with many investors uncertain about where stocks were headed, that means more and more investors are thinking about the benefits of using a Self-Directed IRA to invest in precious …

You never know where stocks will head in three years. You never know what tomorrow’s financial headlines might be. But you have a good idea that gold and other precious metals will probably hold on to their value, considering their thousands of years of history. And you have a good idea that real estate is …

A Real Estate Roth IRA refers to a Self-Directed Roth IRA in which you hold real estate assets. It’s not a unique type of Roth IRA but instead refers to the fact that through self-direction, you can hold alternative assets—from real estate to precious metals. Within a “Real Estate Roth IRA,” you’re selecting to use …

Opened a Self-Directed IRA? Great. You now have access to more freedom and flexibility in retirement investing than you likely ever imagined. There’s just one question: now what? You can sometimes suffer from paralysis-by-analysis, not being sure what you can invest in, or what might be right for you. We can’t tell you what to …

Are you sitting down? Good. Because imagine what your retirement account might have looked like if you owned shares in Google before the company went public. Or Microsoft. Or any big-time company that was once a private company that hit it big. It’s the stuff of many investors’ dreams. But what many investors don’t even …