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INVESTING IN ALTERNATIVE ASSETS HAS NEVER BEEN EASIER

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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Advantages of Investing in Alternative Assets

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Diversification

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.

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Greater Returns

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.

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Protection from Volatility

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.​

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Hedge Against Inflation

Certain asset classes, including real estate and commodities, often perform well during inflationary periods. This helps maintain your purchasing power.

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Unique Opportunities

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.

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Tax Advantages

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.

Most Popular Alternative Investments of 2024

Domestic or foreign real estate

Raw land

Foreclosure property

Digital Assets/Cryptos

Hard money lending

Private loans and businesses

Tax liens

Residential or commercial real estate

Precious metals

Stocks, bonds, mutual funds

Foreign currencies

Hedge funds

Private equity funds

Mortgages and mortgage pools

Deeds/Notes

Limited liability companies and partnerships

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3 Simple Rules

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:

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Life insurance (an exception exists for 401(k) plans)

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Collectibles, such as art

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Any transaction that involves or benefits a “disqualified person.”

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Why Choose Us?

Experience

Our tax and ERISA experts have helped over 24,000 clients invest $3.2 billion in alternative assets.

Prestige

Our founder, Adam Bergman, was a tax lawyer and is the author of eight books on self-directed retirement plans.

Dedicated Support

In addition to tons of online resources, IRA Financial gives clients access to experienced specialists dedicated to your peace of mind.

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