Insight & Updates

You hear a lot about stocks and bonds in retirement planning. Maybe even real estate. But private equity? That’s a lesser-known path—and it’s one that’s gaining traction with investors who want to take more control over what they own and how they grow wealth for the long haul. A Self-Directed IRA is a vehicle through …

Maybe it’s not the flashiest way to invest. But for some retirement savers, tax lien certificates are a smart, steady way to grow wealth…especially when you pair them with a Self-Directed IRA. They’re relatively low-cost to enter, backed by real property, and in many cases, they generate strong interest payments. It’s no wonder more investors …

Real estate investing can feel like a distant goal, especially when you’re focused on long-term retirement planning. How many investors have the money to own a multi-family home, for example? Between the upfront capital, the know-how, and the logistics, it’s easy to assume it’s out of reach unless you’re already wealthy. But that’s where a …

We get it—gold isn’t everyone’s first thought for retirement. It’s a metal, after all. But for some investors, especially those who lean more conservative, it offers something the markets often don’t, which is a sense of stability. Precious metals like gold, silver, and platinum aren’t tied to corporate profits or geopolitical news cycles. They’re physical …

It sounds like a niche play. Tax liens investing? Inside a Self-Directed IRA? But for experienced investors—and even some beginners—it’s an approach that can offer high potential returns, secured by real estate, without the need to buy entire properties. The catch? You’ve got to understand how it works. Because while tax lien investing can be …

Owning a beach house sounds like a dream. But for some retirement investors, it’s more than just a fantasy. It’s a legitimate part of their retirement strategy. With a Self-Directed IRA, you can buy a vacation rental property and use it to generate income, build equity, and grow your retirement savings in a tax-advantaged way. …

Running your own business takes a lot of guts. It takes creativity. It takes a strong sense of direction. But when hustling to serve clients or manage your operations, it’s easy to push retirement planning down your list of priorities. A Self-Directed SEP IRA can help, by giving you a powerful way to build tax-advantaged …

It’s one of the best perks in the retirement world: tax-free growth. That’s what a Roth IRA offers. And when you combine that with the flexibility of a Self-Directed IRA, you get a retirement account that’s both powerful and personal. And with a Self-Directed Roth IRA, you’re not limited to the usual lineup of mutual …

Buying a rental property is a big deal. But when you use a Self-Directed IRA to do it, it becomes something more than a deal. It becomes part of a complete retirement strategy. A Self-Directed IRA lets you invest in real estate using tax-advantaged dollars, meaning your rental income and property appreciation stay inside the …

When you’re running your own business, retirement planning can feel like a luxury. You’re juggling expenses, managing clients or customers, and thinking about the next quarter. You’re not thinking about the next decade. But the truth is, building a solid retirement foundation doesn’t have to be complicated or time-consuming. That’s exactly why Self-Directed SEP IRAs …