3 Minute Read Mutual funds can mean extra taxes when not held in a tax-favored retirement account. To avoid these taxes, you can establish the Self-Directed IRA.
3 Minute Read Understanding the self-directed IRA is simple. It’s like a traditional IRA, but allows participants to make alternative investments, like real estate.
3 Minute Read Determine a reasonable salary with the ROBS structure by working with a ROBS provider who offers transparent fees and ongoing service.
3 Minute Read The Solo 401(k) rules must be adhered to in order to maintain your plan and stay IRS compliant so you maintain the freedom to invest in almost anything.
4 Minute Read Tax attorney leaves law to shake up the $30 trillion retirement industry by showing investors how to use retirement funds for alternative asset investing.
5 Minute Read You can invest in Broadway shows with a self-directed retirement plan and if you are an accredited investor. We explain how to get started.
5 Minute Read It’s important to invest in alternative assets along with traditional investments. This will mitigate risk and allow you to invest with greater success.
4 Minute Read Venture capital investments with a Solo 401k offers tax-advantages and control, but investors must beware of the IRS prohibited transaction rules.
3 Minute Read Partnering with your IRA to make an investment may seem like a fiscally good idea, but you must determine if the transaction exclusively benefits the IRA.
3 Minute Read Gold investments with a Self-Directed IRA offer tax-advantages, such as tax-deferral or tax-free growth on the income the investment generates.