Insight & Updates

Imagine you’ve hit retirement age. You’ve been putting aside money every year, diligently planning your investments, and allowing it all to grow within a tax-protected Self-Directed IRA. You’ve been looking forward to this day so long, you kind of feel like you want to say two words: “Now what?” That’s what today’s post is all …

If you have a Roth IRA, you know the tax advantages. Long-term tax protection in your retirement account, including not having to pay taxes when you’re able to withdraw on the account. Pretty great. But what if you plan on investing in more than stocks and bonds? You can use a Self-Directed IRA and invest …

If you’ve looked at the price of gold lately, you know that it’s hit record highs. That’s partially thanks to all of the uncertainty going around right now. In that way, gold is functioning as it should: providing some stability in unpredictable environments. That’s why lots of Self-Directed IRA investors turn to gold in their …

We know. It sounds fancy. “Multi-asset.” It may even sound like something that only accredited investors do. But a multi-asset portfolio in a Self-Directed IRA simply refers to holding assets from different asset classes, like gold or real estate. And when you do this, you not only spread out the risk present in a portfolio, …

One purchase. One smart decision. But when investing in the right tax lien, this one purchase could generate high payments for a long time—or maybe even yield real estate assets within your Self-Directed IRA. If it sounds complicated, don’t worry. Investing in tax liens within your Self-Directed IRA is more straightforward than it sounds. Let’s …

A Self-Directed Roth IRA isn’t just a “nice” thing to have. It’s potentially a completely different way of looking at your retirement. With a Roth IRA, you use after-tax funds to put money in the account, which gives you more freedom: you can withdraw your contributions more easily and with fewer penalties, and since there …

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 …