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…
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 Smartest Thing You Can Do with Your Tax Refund
Every year, millions of Americans receive a tax refund and treat it like a bonus. A vacation. A new piece of furniture. A few months of caught-up…
Can I Move Money to IRA Financial Tax-Free?
A Complete Guide to Funding a Self-Directed IRA, Solo 401(k), or ROBS Plan Without Triggering Taxes One of the most common questions I hear from…
How Do I Move Money to an IRA Financial Self-Directed IRA?
A Complete Guide to Contributions, Transfers, and Rollovers For many investors, the decision to open a Self-Directed IRA comes down to one thing:…
Using a Gift to Fund an IRA: A Smart Tax-Efficient Strategy
When family members want to help loved ones build real financial security, few gifts are more powerful than funding an IRA. In today's environment…
Can I Have a 401(k) and a SDIRA at the Same Time?
One of the most common questions I hear is whether you can have both a 401(k) and a Self-Directed IRA. The answer is simple. Yes. You can have…
Property Managers and Self-Directed IRAs
Investing in real estate through a Self-Directed IRA gives investors the ability to move beyond traditional Wall Street assets and truly diversify…
Structured Settlements in a Self-Directed IRA
Structured settlements are a powerful and often overlooked alternative investment opportunity that may appeal to self-directed retirement investors.…
Why a Self-Directed Roth IRA May Be Even More Powerful Than Section 1202 QSBS for Founder Shares
For startup founders and early investors, Section 1202 QSBS, also known as Qualified Small Business Stock, has become one of the most discussed tax…