Industry News & Articles
Self-Directed Investing in a Limited Liability Company or Limited Partnership (with Qualified Funds)
Investing in a Limited Liability Company (LLC) or Limited Partnership (LP) has become a popular instrument and involves ownership interest in companies that are not publicly traded on a stock exchange. Investors in LLCs are called members while investors in LPs are...
Self-Directed Investing in a Secured Note or Mortgage (with Qualified Funds)
A Secured Note or Mortgage is a promissory note that is guaranteed by an interest in an asset that is worth as much or more than the amount of the loan. In most cases, if the borrower defaults on the loan, the qualified account will become the owner of the asset...
Self-Directed Investing in a Single Member LLC (with Qualified Funds)
A Single Member LLC, also known as an IRA-LLC, is a type of alternative investment where a private entity is wholly or majority owned by an IRA. After the LLC has been created, qualified funds from your retirement account are moved or invested into the newly created...
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...