Insight & Updates

A Self-Directed IRA puts you in the driver’s seat of your retirement investments. For many, this is the number one selling point. They want to call the shots, and they want more control over what they put in their retirement portfolio. But are there cases where another approach may work? Before you dive into Self-Directed …

Imagine having a tax lien in your retirement portfolio. For many investors, it might sound scary—any time you hear that phrase “tax lien,” it’s bound to raise an eyebrow. But in this case, you’re on the other side of the tax lien, purchasing it from a local government which has placed the lien on a …

One of the best ways to take advantage of your existing capital? Lending it out for a high rate of return. Of course, for many investors, their primary capital isn’t readily available because most of it is in a retirement account. However, if you have a Self-Directed IRA, you may have more options than you …

When it comes to retirement planning, you know which accounts are the quote-unquote “usual suspects.” In other words, many people are familiar with Traditional IRAs and 401(k)s. But a Self-Directed Roth IRA offers distinct advantages that can make it an excellent choice for many investors. This style of investing gives you all the benefits of …

Maybe you already know that Self-Directed IRAs offer you all sorts of retirement investing freedom. And that’s great if you want to invest in real estate, precious metals, and other alternative asset classes using, say, a Roth IRA. But what is this pesky phrase “disqualified persons” you keep hearing, and what does it mean for …

You might already be tempted to open a Self-Directed IRA. You know that it gives you all sorts of investment options—from putting retirement money into real estate and private businesses—but you’re still not quite sure about what kind of account to open. A Roth IRA? A Traditional IRA? Is a Self-Directed Solo 401(k) even possible? …

Roth IRAs are popular. Very popular. Investors across the entire U.S. frequently turn to Roth IRAs because of their ability to use after-tax money to invest in retirement assets, making it simple and easy to hold on to more of your money in retirement years. But what about Self-Directed Roth IRAs? What additional benefits come …

Over $2,700. As of this writing, that’s where gold prices are listed. And with gold at or near record highs for so long recently, it’s worth asking the question: is the Gold IRA more relevant than ever? Clearly gold has a track record of holding onto its value throughout the centuries, but what about a …

A good financial plan doesn’t start with “make a lot of money.” You’re going to need more details than that. How will you grow your wealth? What will that process look like? And how do you begin? In many cases, a good financial strategy won’t start with those questions, but even earlier—like key factors to …

Bitcoin broke the $100,000 barrier late last year, and prices recently have seen it tick above the mark again. With big-time Wall Street ETFs now closely mirroring the price of Bitcoin and the potential for other cryptocurrencies to gain mainstream acceptance, retirement investors are rightly wondering: is now the time to diversify into crypto? And …