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,…
Why Hard Money Loans are the Most Tax Advantageous Investment
Hard money loans are one of the most popular passive investments out there. Whether the loan is to an individual, a business, a real estate…
How Increased Tariffs Are Impacting the Stock Market, and Retirement Accounts, and Why a Self-Directed IRA Might Be the Solution
In recent years, the global economy has seen its fair share of turbulence. One of the most significant factors contributing to this instability has…
How to Fund a New or Existing Business with a Self-Directed IRA
Data from the US Census Bureau shows that an average of 4.4 million businesses are started every year. That average is from the past five years of…
Annuities Explained: Are They a Good Fit for Today’s Retirees?
As you approach retirement, ensuring a steady stream of income becomes one of the most critical aspects of financial planning. Among the tools…
Qualified Purchaser, Accredited Investor & the Self-Directed IRA
In the case of some of the more popular Self-Directed IRA investments, such as private equity, hedge funds, venture capital, real estate, private…
Beginner’s Guide to Alternative Investments
Key Points Alternative investments are assets outside of traditional markets, like stocks and equities. They are less liquid than traditional…
