SpaceX IPO and the Retirement Strategy Most Americans Missed
The SpaceX IPO is one of the most anticipated public market events in years. Millions of Americans are preparing to buy shares for the first time, excited to finally own a piece of one of the most valuable private companies ever built.
What most of them do not know is that some investors were already in. Years ago. At a fraction of today's valuation. Inside a retirement account.
And the…
Tax Strategy for Lawyers: Using Solo 401(k)s and Self-Directed IRAs to Offset K-1 Income
Attorneys often face a unique tax challenge. As high-income earners, they frequently find themselves in the top tax brackets, where nearly 40% of their incremental earnings can go toward federal and state taxes. For many legal professionals, especially those who operate as partners in a firm or as solo practitioners, the income they receive is not a simple salary. Instead, it is often reported…
Universal IRA vs. IRA Financial: What’s the Difference?
Equity Trust's Universal IRA and IRA Financial's Unified Platform are both positioned as comprehensive self-directed retirement solutions for investors who want access to alternative assets. At first glance they look similar. Looking more closely at fee structure, investment access, trading capability, and total cost reveals meaningful differences that compound significantly over time.
Key…
What Is IRA Financial’s New Unified Platform? A Smarter Way to Invest in Both Traditional and Alternative Assets
For decades, self-directed investors faced an unavoidable tradeoff. If you wanted to invest in stocks and ETFs, you went to a brokerage. If you wanted to invest in real estate, private equity, or crypto, you went to a self-directed IRA custodian. Two accounts, two fee structures, two sets of tax forms, and two separate logins just to manage one retirement strategy.
IRA Financial has eliminated…
How IRA Financial’s New Platform Works
IRA Financial's Unified Platform combines stock and ETF trading, alternative asset investing, and cryptocurrency access inside a single retirement account. This guide explains how each component works, how they connect, and what the account setup and investment process looks like from start to finish.
Key Takeaways:
How the new platform powered by Interactive Brokers enables real-time…
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 hold both asset classes within a single tax-advantaged structure.
Traditional brokerage IRAs limit you to stocks, mutual funds, and ETFs. A Self-Directed IRA or Solo 401(k), however, allows you to diversify into alternative investments,…
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 investments, tax strategy, and legacy of a single high-net-worth family. While most Americans were choosing between a handful of mutual funds at their local bank, wealthy families were quietly buying private companies, commercial real estate, and stakes 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 separate brokerage account for stocks and ETFs. The two worlds haven't traditionally intersected.
That's changed. IRA Financial has integrated real-time stock trading directly into its self-directed retirement platform, powered by Interactive Brokers…
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 because it is off limits, but because they do not know it is an option. A Self-Directed IRA or Solo 401(k) lets you hold digital assets inside a tax-advantaged account, the same way you would hold stocks or real estate.
Key Takeaways:
Account…
Solo 401(k) w/ Kit
Open a Solo 401(k) with a Provider That Puts Your Retirement First
Open a Solo 401(k) with a trusted Solo 401(k) provider. Designed for self-employed professionals and small business owners, it offers higher contribution limits, flexible investments, and full control over your retirement savings.
Open Account Free Consultation What is a Solo 401(k)? A Solo 401(k), also known…