Investments
Private Placement Investments and the Self-Directed IRA Rules
Generally, you, and your Self-Directed IRA must be an accredited investor before making private placement investments, along with other rules
October 24, 2024
Investments
Best Long-Term Investment Strategy – Traditional vs. Alternatives?
When it comes to retirement savings, the question is which is better – traditional vs. alternative investments? Find out now!
October 2, 2024
Investments
How to Shelter Gains from Stock Warrants
Stock warrants, which allow one to buy and sell shares of a company, are best when using a Self-Directed Roth IRA for investing.
July 1, 2024
Investments
Qualified Purchaser, Accredited Investor & the Self-Directed IRA
A qualified purchaser is a person or family business that holds investments with a value exceeding $5 million and may invest in sophisticated deals
June 6, 2024
Investments
CBD Investments in an IRA
One of the primary reasons the Self-Directed IRA has grown in popularity over the last fifteen years is the investment freedom it offers retirement account
April 9, 2024
Investments
Silver in a Self-Directed IRA
Using a Self-Directed IRA to invest in silver is a tax-efficient way to diversify your holdings and hedge against a bad economy.
April 8, 2024
Investments
Popular Investments for Millennials
Popular investments for Millennials include technology, such as cryptocurrency. Millennials have more confidence in cryptos than the stock market.
April 3, 2024
Investments
How to Fund a New or Existing Business with a Self-Directed IRA
Before using a Self-Directed IRA to invest in a new or existing business, you should be wary of the IRS rules and other alternatives available.
March 29, 2024
Investments
Why Hard Money Loans are the Most Tax Advantageous Investment
Hard money loans are generally short-term funding solutions for those in need of capital. Learn why lending retirement funds may be the most tax advantageous investment you can make.
March 23, 2024
Self-Directed IRA
Venture Capital Investments with a Self-Directed IRA
Venture capital investments with a self-directed IRA create tax-advantages and provide more freedom – but beware of IRS rules and the UBTI tax. Learn more.
March 14, 2024
