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Finding the Best Self-Directed IRA for You

Hedging inflation and minimizing risk will always be critical parts of your retirement planning journey. If you are like many other investors seeking alternative solutions to traditional cookie-cutter plans, adding...

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Investor Insights: STRATA’s 2022 Investor Survey Report

As long as the markets continue to operate in a volatile manner, non-correlated investment options like alternative assets will continue to gain consideration. Prequin’s 2022 Global Alternatives Report states alternatives...

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Maximize Self-Directed IRA Tax Benefits for Your Clients

The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...

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Investing in Futures With Your Self-Directed IRA

The use of alternative asset classes, such as real estate and private equity, have been gaining traction in retirement plans.1 A similar trend has been occurring with the use of...

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How to Avoid the Early Distribution Tax

Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....

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Is Your Portfolio Prepared for an Economic Roller Coaster?

If market volatility has kept you from looking beyond your balances this year, now can be a good time to evaluate your portfolio on a deeper level. Studies show maintaining...

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