Insight & Updates

Self-employed? A business owner? Then you know finding the right retirement plan can feel like a strange kind of balancing act. You want the flexibility to invest in assets you believe in, sure. But you also want the tax advantages that make building wealth faster. Funnily enough? A Self-Directed SEP IRA can check all those …

Real estate is one of the most popular assets for a Self-Directed IRA. But not every investor wants—or needs—to go it alone. With real estate partnerships, an IRA can expand investment opportunities, spread out risk, and take on projects that might be too large for a single investor. But of course we’re talking about IRAs …

Most people don’t think of gold as part of a retirement plan. They think of coins. Bars. Maybe a stash in a safe “just in case.” But a Self-Directed IRA changes the picture. It lets you hold physical, IRS-approved gold in a tax-advantaged account—right alongside your other investments. Sure, gold looks nice sitting in a …

Real estate investors have a knack for doing things their own way. They like the idea of building wealth in something they can see and touch, not just in paper assets that shift with the market. That’s why so many investors keep an eye on Self-Directed IRAs. Yes, you can keep real estate within Self-Directed …

Want more out of your investment portfolio than the standard pile of mutual funds? Looking to break free In unique ways? If you’re self-employed or run a small business, you’ve probably come across the SEP IRA as an option for more freedom. But what many people don’t realize is that a Self-Directed SEP IRA isn’t …

Some investors see a private company on the rise and think: If only I could get in early. Others know a local business owner who needs capital and think: That could be a solid investment. But few people realize they can use retirement funds to do exactly that, without relying on the stock market or …

Most people know the basics. Gold holds value. It can hedge against inflation. And it offers a sense of security in uncertain times. And that’s why investors often turn to it when the markets get shaky. But what doesn’t always get discussed are the quieter, less obvious advantages—especially when you hold gold in a Self-Directed …

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 …