Menu

INDUSTRY NEWS & ARTICLES

Even as returns in the equity markets level off to more historical averages, evidence is emerging that more and more people are increasingly turning to non-traditional or alternative investments. With self-directed investing, investors can use the cash in their retirement plans to choose from a variety of alternative investments that have potentially higher returns with less risk to your principal, and at the same time reap the benefits of real portfolio diversification not typically available with traditional investments.

However, there are a number of inherent risks with Self-directed Investing:

LACK OF PROPER
DUE DILIGENCE

It’s easy sometimes to get excited about a potential opportunity. When something seems too good to be true, it probably is.

NOT USING PROFESSIONAL ADVICE

Self-directed investing gives you control over your investment decisions and financial future, however, it doesn’t instantly give you the experience and knowledge regarding tax and contract law.

STAY AWAY FROM
SELF-DEALING

There are many instances where the IRS will consider a transaction to be self-dealing. If you purchase any stock in a corporation that is closely held by you, the IRS will deem the transaction as self-dealing. Another example is using the funds in IRA accounts to purchase a vacation home that will be used by you.

Since all potential situations and IRS rules are not explained on this website, we suggest first reviewing the rules and regulations of your Self-directed plan. If you still have questions or concerns refer to IRS website or consult with a tax professional.

Self Directed IRA Alternative Investments | What is a Self Directed 401k
401k Self Directed Brokerage | Best Self Directed 529 Plans

Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856
Future Clients
(888) 662-0869

WHO WE ARE

With more than 34,000 clients in all 50 states, our elite team of professionals is the premier choice. We offer highly personalized service tailored to your needs, transforming your financial future.

CONTACT US

OUR ADDRESS

8880 W. Sunset Rd.,
Suite 250
Las Vegas, NV 89148
i

FAX

(702) 253-7565
}

HOURS OF OPERATION

Monday - Friday
6AM - 4PM (PST)
 

EMAIL

info@trustprovident.com