Investments
Can I Buy Short-Term Options with My IRA?
Investing in short-term options is risky, but makes tax sense to use a Self-Directed IRA or Roth IRA instead of personal funds.
September 19, 2023
Investments
Private Equity vs. Venture Capital in an IRA
The major difference between private equity vs. venture capital is the maturity of the business you invest in. Learn more about using an IRA!
July 19, 2023
Self-Directed IRA
Invest in an S Corp with a Self-Directed IRA
The ability to invest in an S corp with a Self-Directed IRA is limited. However, there are options if one does want to hold equity in this type of asset.
July 18, 2023
Investments
Convertible Note Investments & Your Self-Directed IRA
A convertible note allows the lender to receive equity in a business rather than just receiving interest – Using a Self-Directed IRA is a tax-advantaged way to invest in notes.
June 7, 2023
Self-Directed IRA
Beginner’s Guide to Alternative Investments
Review our beginner’s guide to alternative investments and how to purchase them tax-free or tax-deferred with a Self-Directed IRA.
June 6, 2023
Self-Directed IRA
Beginner’s Guide to Alternative Investments
Review our beginner’s guide to alternative investments and how to purchase them tax-free or tax-deferred with a Self-Directed IRA.
June 6, 2023
Investments
Holding Gold in an IRA or 401(k)
In times of financial uncertainty, gold is an attractive option; learn how to use tax-advantaged accounts to invest.
June 2, 2023
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.
May 23, 2023
Roth IRA
How to Use a Roth IRA to Sell Your Start-Up Stock Tax Free
Investing in start-up stock with a Roth IRA is a low-risk, high-reward proposition that could lead to huge tax-free distributions during retirement.
May 15, 2023
Investments
Can You Rollover Savings Bonds – I Bonds – into an IRA?
Savings bonds, I Bonds, can be moved from one retirement account to another via a direct rollover or transfer.
May 3, 2023
