IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
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…
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…
How to Add Cryptocurrency to Your Retirement Account: A Step‑by‑Step Guide
Cryptocurrency has moved from the fringes of investing to a mainstream asset class. Yet most retirement savers still have no exposure to it, not…
Self-Directed IRA vs. Brokerage Account: Key Differences Explained
Most investors begin with a brokerage account. It is familiar, easy to open, and provides direct access to the financial markets. As your financial…
Why UBIT Isn’t as Bad as It Sounds for Real Estate IRA or 401(k) Investors
For many investors exploring the use of a Self-Directed IRA or Solo 401(k) to invest in real estate, one concept tends to create immediate concern:…
