Roth IRA
How to Use a Roth IRA to Buy & Sell Your Start-Up Tax-Free
Investing in start-up stock with a Roth IRA is a low-risk, high-reward proposition that could lead to huge tax-free distributions during retirement.
March 11, 2024
Self-Directed IRA
Can My Self-Directed IRA be an Accredited Investor?
As long as you, as the Self-Directed IRA owner, have accredited investor status, you can make those types of sophisticated investments.
March 5, 2024
Solo 401(k)
Private Equity Investments with a Solo 401k
Private equity investments with a Solo 401k provides tax advantages, however it is important to be aware of the prohibited transactions with the plan.
March 5, 2024
Solo 401(k)
Venture Capital Investments with a Solo 401(k)
Venture capital investments with a Solo 401k offers tax-advantages and control, but investors must beware of the IRS prohibited transaction rules.
March 3, 2024
Investments
Farmland in an IRA
Investing in Farmland in an IRA Did you know that you can buy farmland with your retirement account? It’s true! The IRS only designates three
March 1, 2024
Self-Directed IRA
Invest in an S Corp with a Self-Directed IRA
The ability to invest in an S corp with a Self-Directed IRA is limited. However, there are options if one does want to hold equity in this type of asset.
February 27, 2024
Investments
How to Use a Self-Directed IRA to Invest in Forex
Using a Self-Directed IRA to invest in Forex is becoming a popular option for retirement savers, but beware of the risks before you start.
February 23, 2024
Investments
Private Equity vs. Venture Capital in an IRA
The major difference between private equity vs. venture capital is the maturity of the business you invest in. Learn more about using an IRA!
February 19, 2024
Investments
How to Invest in Broadway Shows with Retirement Funds
You can invest in Broadway shows with a self-directed retirement plan and if you are an accredited investor. We explain how to get started.
February 17, 2024
Investments
Private Placement Investments and the Self-Directed IRA Rules
Generally, you, and your Self-Directed IRA must be an accredited investor before making private placement investments, along with other rules
February 12, 2024
