Insight & Updates
Stay informed with the latest insights, industry trends, and expert perspectives on self-directed retirement investing.
Why Choose a Self-Directed Roth IRA for Retirement Savings
Imagine your retirement. If you imagine it like most people, you probably have one thing in mind: an employer-sponsored 401(k). But times are changing. These days, a Self-Directed Roth IRA offers something different. For many investors, there are powerful alternatives. A Self-Directed IRA means you can potentially use after-tax money to fund your retirement, then …
How to Avoid Self-Directed IRA Prohibited Transactions
When people first hear about Self-Directed IRAs, their eyes light up. Real estate? Private loans? Precious metals? It feels like the doors swing wide open. And in many ways, they do. But there’s one part of the process that needs your full attention: prohibited transactions. The IRS lays down these rules to keep the account …
Building Retirement Wealth with a Self-Directed SEP IRA
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 Partnerships and the Self-Directed IRA
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 …
Three Hidden Benefits of a Self-Directed Gold IRA
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 …
Making Sense Of Self-Directed IRA Real Estate Investments
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 …
Why a Self-Directed SEP IRA Over the Rest?
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 …
What to Know About Holding a Private Company in a Self-Directed IRA
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 …
Three Hidden Benefits of a Gold IRA
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 …
Using a Self-Directed IRA to Invest in Private Equity
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 …