Insights

Explore

Diversifying Your Portfolio Made Easy: Private Equity Investing

Self-directed IRAs offer access to a wide range of investment options including private equity. Whether it’s a commercial real estate investment, seed capital for a start-up, a capital raise for...

Read More

IRA Rollover Opportunities for Financial Advisors

While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...

Read More

Legislative Update: SECURE Passage Slipping Away?

Both sides of the legislative aisle have expressed their support for enhancing American workers’ opportunities to save for retirement. But actually passing legislation to accomplish that goal has proven to...

Read More

No Double Dipping – New Laws for Deducting Charitable Contributions

Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...

Read More

Crowdfunding Investments with a Self-Directed IRA

Crowdfunding as a means to raise funds for start-ups and other ventures gained popularity as a result of the passage of the JOBS Act and the finalization of the SEC...

Read More

Medical Professionals Investing in All Things Medical

A self-directed IRA account allows investments in asset classes and investment vehicles beyond traditional stocks, bonds, cash, mutual funds, and ETFs. This can include investments in medical and related ventures...

Read More