• Home
  • Insights Blog
  • Retirement planning for the forward-thinking investor: 7 ways you didn’t know you could invest

Retirement planning for the forward-thinking investor: 7 ways you didn’t know you could invest

STRATA Trust Retirement Planning for the Forward-Thinking Investor

2020 has been a challenging year for investors and the long-anticipated end to the historical bull run has come to fruition. The Dow Jones Industrial Average and S&P 500 are both down year-to-date and traditional asset classes are experiencing ongoing volatility. Because of these factors, investors are beginning to seek new options to protect their retirement savings.

Alternative assets present an opportunity to gain exposure to a wide range of assets and investors can find opportunities in overlooked places. Investing in alternative assets through a self-directed IRA (SDIRA) can offer additional benefits, including tax advantages.

Here are seven alternative investments to consider (click on image to enlarge):

As demonstrated, there are a variety of alternative investments available to bolster a retirement portfolio. This strategy is unique in that it places investors in the driver’s seat, giving them the flexibility and the power to direct the course of their own investment portfolio.

Why consider an SDIRA? This type of retirement savings vehicle gives savvy investors a way to diversify their portfolios with the investments they believe in. For more information on your options, speak to your financial advisor or contact the STRATA Trust team to get started at [email protected].

Disclaimer: The information provided herein does not, and is not intended to, constitute personalized financial or legal advice. The contents of the article are for general informational purposes only and should not be relied or acted upon without specific professional legal or financial advice, based upon an individual’s situation.

Tags: alternative investments, IRA, IRA investments, private debt, private equity, real estate, SDIRA, self-directed ira