Industry News & Articles
The Gold IRA: Buying Precious Metals (with Qualified Funds)
Precious metals include certain gold, silver, platinum, and palladium coins and bullion. Precious Metals purchased in a qualified account must adhere to applicable fineness and/or bullion standards as described in the Taxpayer Relief Act of 1997 and cannot be...
Uncommon Self-Directed Investments You May Not Know About
As Self-Directed Investments within IRAs become more popular due to the increased volatility of the stock market, many savvy investors have discovered investment opportunities such as Real Estate, Private Businesses, and Promissory Notes. The investment potential of...
Self-Directed Investing Into A C-Corporation or Private Stock (with Qualified Funds)
Privately held companies, are companies whose stock is not traded publicly. I.e., the stock cannot be bought and sold on a public stock exchange. Often, these companies are just forming or are owned by a single family. A corporation can issue two general types of...
The Difference Between a Transfer and a Rollover
There are many ways to fund your IRA, whether it is done as a transfer, rollover, or contribution. Often the words “transfer” and “rollover” are used interchangeably; however, there are differences between the two terms. In this article, we will explore the key...
Real Estate Investing with Retirement Funds: The Good, the Bad, and the UDFI
Today’s savvy investors are looking to tap into their retirement funds to invest into the lucrative real estate market. Whether they want the steady income and appreciation of a rental property, or a quick fix and flip, it’s easy to see why real estate is such an...
Direct Your Retirement
As an owner of a Self-Directed Individual Retirement Account (SDIRA), the necessity of investing is crucial in order to reach your ideal account potential. Whether your investments are in promissory notes, real…
What to consider with Self-Directed Retirement
Is your goal to enhance and improve the overall performance of your retirement? Do you often wonder how you can access additional capital for investments? A self-directed retirement account may provide you with added benefits to take your financial goals to the next...
The Key Differences Between Wills and Trusts
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option…