Few Investors realize that the IRS has always permitted alternative assets to be held inside IRA or 401(k) retirement accounts. By utilizing a Self-Directed IRA or Solo 401(k) plan, you can invest not prohibited by the IRS, including real estate, precious metals, cryptos, and more!
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In order to properly diversify your retirement portfolio, you should have a mix of both traditional investments, like stocks and mutual funds, and alternatives, such as real estate or cryptos.
Alternatives have the potential to generate higher returns than typical investments. Of course, with greater returns, there may be greater risk involved, so tread carefully.
Economic turmoil can cause markets to crash. You can mitigate losses by investing in assets that do not directly correlate to them, such as precious metals. The more diverse your portfolio, the greater chance that your assets will offer lower correlation.
Certain asset classes, including real estate and commodities, often perform well during inflationary periods. This helps maintain your purchasing power.
Getting in the ground floor of a new startup or investing in a hedge fund in a tax-advantaged way may turn into a huge tax-free windfall in the long-run.
Investing in alternative assets with a Self-Directed IRA or Solo 401(k) allows your investments to grow without tax. If you utilize a Roth account, you'll never pay taxes on the income generated from them.
The Internal Revenue Code does not describe what a self-directed retirement account can invest in, only what it cannot invest in. Only three types of investments are not permitted:
Our tax and ERISA experts have helped over 24,000 clients invest $3.2 billion in alternative assets.
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