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Insights: Alternative Investments

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Crowdfunding investing in a Self-Directed IRA

Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?

Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...

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Plan Asset Rules

What You Should Know About the DOL’s Plan Asset Rules

Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...

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ten tips for ira rollovers

10 Tips for IRA Rollovers

Rolling over retirement savings from a former employer’s retirement plan to a self-directed IRA can have many benefits, including the freedom to invest in a broad range of alternative investments....

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Why investing in alternative assets makes sense in a self-directed ira

Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA

The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...

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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...

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Stretching IRA Beneficiary Payments

When inheritance comes in the form of an IRA, beneficiaries have a unique option available to them that not only spreads out the tax liability of their inheritance but allows...

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