Margin, Stock Speculation and the Self-Directed IRA
Margin trading and stock speculation have long attracted investors seeking to magnify returns by using borrowed capital, but when leverage enters…
How to Shelter Your SPAC Founder Shares from Tax (2026 Update)
After an unprecedented boom in 2020 and 2021, the Special Purpose Acquisition Company (SPAC) market entered a prolonged slowdown through 2023 and…
Investing in Farmland in an IRA
Did you know you can invest in farmland in an IRA? It’s possible to hold farmland as part of a long-term retirement strategy—while staying fully…
Best Ways to Add Crypto to Your Retirement Portfolio
Over the last decade, cryptocurrency has moved from a fringe experiment to a mainstream asset class. Institutional investors, publicly traded…
Investing in Venture Capital Through a Self-Directed IRA: Tax and Legal Guide
Venture capital has fueled nearly every major innovation of the past generation. Long before today’s technology giants became household names, they…
How to Invest in Startups with a Self-Directed IRA
Investing in early-stage companies has long been one of the most powerful ways to build wealth. Some of the most successful investors in history,…
Private Equity Investments with a Self-Directed IRA: What You Need to Know
Private equity investing has traditionally been associated with institutions and ultra-high-net-worth investors. However, it has also played a…
Crowdfunding IRA Investments: How to Use a Self‑Directed IRA to Access Private Deals
Crowdfunding IRA investments has changed investing forever. What once required private connections, venture capital relationships, and high minimums…
How to Invest in a Pre-IPO Startup with Your IRA: A Guide to Private Placements
With pre-IPO investing gaining traction, many savvy investors are diving into new strategies to boost their portfolios. One option that's catching…
Why the Fed’s Rate Cut Strengthens the Case for Self-Directed IRAs
On September 17, 2025, the Federal Reserve announced a quarter-point interest rate cut, with projections for two additional cuts before year’s end.…