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Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
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Understanding Self-Directed IRAs
March 4th at 2pm Eastern
Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit From Itemizing On Their 2025 Returns
An important decision to make when filing your individual income tax return is whether to claim the standard deduction or itemize deductions. A change under the One Big Beautiful Bill Act (OBBBA) will make it beneficial for more taxpayers to itemize deductions on...
Too Many Investment Options? How to Evaluate Strategies Inside a Self-Directed IRA
When Flexibility Starts to Feel Like Overwhelm One of the biggest advantages of a self-directed IRA is access. Real estate, private lending, notes, syndications, private equity, and more all become available in a way traditional retirement accounts do not allow....
If You’re Married, Should You File Jointly or Separately?
Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain tax breaks, tax bracket and, ultimately, your tax liability. Which filing...
Why Knowing Your Investor Profile Matters More Than Picking the “Right” Deal
Why the Same Deal Produces Different Outcomes In investing, people often ask whether a deal is good or bad. In practice, the more important question is whether the deal fits the investor. Two investors can review the same opportunity, follow the same rules, and...
Before Claiming a Charitable Deduction for 2025, Make Sure You Can Substantiate It
If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in accordance with IRS requirements. Exactly what’s required depends on various...
From Strategy to Execution: Why Most Self-Directed Plans Stall
When Strategy Stops Feeling Simple There is a familiar rhythm many self-directed investors experience. Learning feels energizing. Articles make sense. Podcasts resonate. Conversations spark ideas. Everything feels clear while the strategy lives in theory. Then the...