IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
The Most Important Self-Directed IRA Document You Probably Forgot to Update
One of the biggest estate planning mistakes Americans make has nothing to do with trusts, probate, or taxes. It is something far simpler and far more…
How to Open an HSA With IRA Financial: Onboarding Timeline, Responsibilities, Costs, and 5 Common Pitfalls
Opening a Health Savings Account (HSA) with IRA Financial is a different experience from opening a traditional HSA at a bank or brokerage. IRA…
How IRA Financial’s New Platform Works
IRA Financial's Unified Platform combines stock and ETF trading, alternative asset investing, and cryptocurrency access inside a single retirement…
Stop Choosing Between Stocks and Alternatives. Your IRA Can Hold Both.
I get this question more than almost any other. Someone calls me, they have been self-directing for a few years, maybe they own a rental property or…
Self-Directed Retirement Providers That Let You Invest in Both Crypto and Private Equity
Can you invest in cryptocurrency and private equity inside the same retirement account? Yes! With the right self-directed retirement plan, you can…
How a Self-Directed IRA LLC Acts as Your Private Family Office
For decades, the term "family office" was reserved for the ultra-wealthy. It represented a private firm dedicated entirely to managing the…
What is a Self-Directed IRA Custodian?
The Self-Directed IRA custodian is one of the most important decisions you will make when starting a plan. Not all custodians are the same. A lot…
How to Minimize the Cost of Your Self-Directed Roth IRA Investment
When most people think about building wealth inside a Self-Directed Roth IRA, they focus on what to invest in. Real estate. Private equity. Startups.…
The New Era of 401(k) Investing: What the DOL’s Alternative Asset Safe Harbor Really Means
For decades, there has been a structural imbalance in how Americans invest for retirement. Large institutional investors, pension funds, endowments,…
How a Self-Directed HSA Can Double as a Stealth Retirement Account
A Health Savings Account (HSA) is widely known for its role in helping people cover medical expenses. But for high earners who are already maxing out…
Top Retirement Accounts for High-Net-Worth Individuals
Choosing the right retirement account isn't just a box to check. For high-net-worth individuals, typically those with $1 million or more in…
Can You Trade Stocks Inside a Self-Directed IRA?
If you invest in alternative assets through a Self-Directed IRA, real estate, cryptocurrency, private equity, you've probably had to maintain a…