Investments
Gold IRA Rollover
An IRA rollover to invest in gold is becoming a popular strategy among retirement savers as a hedge against the current economic climate.
May 3, 2022
IRA Rules & Regulations
How to Avoid Unrelated Business Taxes (UBTI) in a Self-Directed IRA
Certain investments made through a retirement plan may be subject to unrelated business tax, UBTI. Learn ways to avoid paying more taxes.
April 26, 2022
Investments
Promissory Note Checklist for an IRA
Learn how to invest in a promissory note with a Self-Directed retirement account with our handy checklist before getting started.
April 25, 2022
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
April 15, 2022
Investments
Is the Precious Metals IRA IRS-Approved?
The Precious Metals IRA, is an IRS-approved vehicle to invest in physical metals and coins with your retirement account funds.
April 14, 2022
Investments
Investing in Collectibles with a Self-Directed IRA?
Investing in collectibles via an investment fund may be one way to get around the prohibited transaction rules of the Self-Directed IRA.
April 7, 2022
Self-Directed IRA
Can My Self-Directed IRA be an Accredited Investor?
As long as you, as the Self-Directed IRA owner, have accredited investor status, you can make those types of sophisticated investments.
April 5, 2022
Investments
Retirement Funds Bet Big on Private Equity
Over the recent past years, there seems to have been an inverse relationship between private equity holding and real estate and hedge fund holdings.
March 4, 2022
Investments
Self-Directed IRA Investment Options
Most Traditional IRAs hold traditional investments, such as stocks, bonds and mutual funds. This is because IRAs are primarily opened at a bank or financial
January 22, 2022
Investments
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.
January 21, 2022
