How to Hold Crypto, NFTs, and Private Equity in a Self-Directed IRA (and Stay Compliant): a 2025 Guide
Most retirement accounts stick to the basics: stocks, bonds, and mutual funds. But today’s investors want more control—and more opportunity.…
How to Shelter Gains from Stock Warrants
warrants to bridge the gap to close capital raise investments. In most cases, stock warrants are granted for either zero value or below market value…
How to Invest in a Credit Fund with an IRA Using a Foreign Blocker
With interest rates on the rise and traditional income sources under pressure, many savvy investors are turning to private credit as a compelling…
7 Reasons Why Private Equity is a Natural Fit for Your Retirement
When planning for retirement, most people think of traditional vehicles like stocks, bonds, and mutual funds. However, as the investment landscape…
Can I Buy I Bonds with a Self-Directed IRA or Solo 401(k)?
I Bonds have quickly become a powerful way for millions of Americans to generate strong guaranteed returns in a volatile investment…
Alternative Investments to Consider for Your Portfolio
Looking for good alternative investments? This article covers options like real estate, private equity, and cryptocurrencies. These can offer higher…
Private Placement Investments and the Self-Directed IRA Rules
In general, a traditional financial institution will not allow investors to use their IRA to invest in private placement investments. The…
Best Long-Term Investment Strategy – Traditional vs. Alternatives?
When it comes to building a robust portfolio for the future for your retirement account, the argument between investing in traditional investments,…
Can You Rollover Savings Bonds – I Bonds – into an IRA?
At IRA Financial, we are frequently asked, can you roll over savings bonds – I Bonds – into an IRA? One of the more popular ways to fund an IRA is…
Smart Ways to Avoid UBTI with Your Self-Directed IRA Investment
The primary advantage of using an IRA account, specifically a Self-Directed IRA, to make investments, including both traditional and nontraditional,…