Insight & Updates

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 …

You won’t see many headlines about tax lien investing. It doesn’t get the same attention as real estate flipping or precious metals. But it’s one of the more intriguing paths available inside a Self-Directed IRA. And for investors willing to do a bit of research, it offers a unique mix of opportunity and control. If …

Let’s face it: real estate investors like to take the reins. They like a little control. They want to see what they’re investing in, weigh the risks themselves, and know exactly how their money is working. That’s why so many of them are drawn to Self-Directed IRAs. These accounts give you the power to choose …

If you’re self-employed or own a small business, you’ve probably heard about SEP IRAs. These retirement accounts are particularly known for high contribution limits and simple setup. But when you combine a SEP IRA with self-direction, you open up a world of investing opportunities beyond the stocks and bonds many investors focus on. A Self-Directed …