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
How to Buy Mortgage Notes with a Self-Directed IRA
Buying mortgage notes with a Self-Directed IRA is a tax-advantaged way to diversify your portfolio.
February 10, 2024
Self-Directed IRA
Buying Stocks in a Self-Directed IRA
The use of a brokerage account within a Self-Directed IRA is a great, tax-advantaged way to invest in stocks, mutual funds and other traditional investments
February 9, 2024
Investments
Can You Rollover Savings Bonds – I Bonds – into an IRA?
Savings bonds, I Bonds, can be moved from one retirement account to another via a direct rollover or transfer.
February 3, 2024
Investments
Buying T-Bills with a Retirement Plan
T-Bills are short-term debt obligations backed by the Treasury Department with a one year or less maturity date and can be purchased with retirement funds.
February 1, 2024
Self-Directed IRA
Private Equity Investments in an IRA
Private equity investments with a Self-Directed IRA create tax-advantages, but it is important to beware of prohibited transactions and the UBIT tax.
January 16, 2024
Investments
How To Use Retirement Funds to Start or Fund Your Own Investment Fund
You can use retirement funds make investment fund investments. If you have involvement with the fund, you must be aware of the prohibited transaction rules.
January 7, 2024
Investments
Convertible Note Investments & Your Self-Directed IRA
A convertible note allows the lender to receive equity in a business rather than just receiving interest – Using a Self-Directed IRA is a tax-advantaged way to invest in notes.
January 7, 2024
Investments
Direct Register GameStop (GME) Stock Using an IRA
Learn about the concept of direct registering a stock, such as GME, and how to do it with a Self-Directed IRA retirement account.
January 6, 2024
Self-Directed IRA
Precious Metals in a Self-Directed IRA
Investing in precious metals in a Self-Directed IRA is a great way to diversify your retirement holdings, so long as you adhere to the rules.
December 5, 2023
