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May 2026
How to Avoid Beneficiary Designation Horror Stories May 2026
Gold vs CDs vs stocks: When Gold Helps (and When it Doesn’t) May 2026
Why the 60/40 Portfolio Is Flatlining: This Is How Alternatives Can Resuscitate It
March 2026
How Alternative Assets are Reshaping the IRA: The Rise of…
Gold IRA Rollover
With inflation peaking, supply side challenges, and a sputtering stock market, many IRA investors are looking for a safe landing spot for their IRA assets. As you can see form the following figures, 2022 has been a challenging year for many IRA investors:
S&P 500: down approximately 12%
Dow Jones: down approximately 8.8%
Apple stock: down approximately 9.8%
Tesla…
Staking Crypto IRAs – What You Need to Know
For many crypto investors, including Crypto IRA investors, staking has become a term that is often discussed. In essence, staking is the manner in which a growing number of cryptocurrencies verify their transactions. Just kike Bitcoin mining, which is based on the proof of work (“POW”) principle, proof of stake (“POS”) is a more environmentally friendly way to mine cryptos and earn rewards to…
McNulty Case Reaffirms Physical Possession Rules
The recent court case, McNulty v. Commissioner has reaffirmed the physical possession rule. Although there hasn't been much guidance in the past, this case shows why you should not hold IRS-approved metals and coins personally. It's a clear violation of Internal Revenue Code Section 408(m). Here is what we know about the case.
McNulty Case - Summary
The McNultys established a…
Buying Dogecoin with a Self-Directed IRA or Solo 401(k)
Why Use Retirement Funds to Buy Dogecoin?
There are three main reasons to consider investing in Dogecoin with your retirement funds: taxes, diversification and getting into an emerging asset class. While Dogecoin may be your primary interest, you can invest in countless Cryptos in a Self-Directed IRA.
Key Points
Using retirement funds is the smart way to invest in DogecoinThe top three…