Insight & Updates

Some investors want to sit back and let others handle their money. And that’s fine. But others occasionally want to put both hands on the proverbial steering wheel. If you’re in the second camp, a Self-Directed IRA can feel like the perfect fit. It gives you real control over your retirement investments without losing the …

Sooner or later, it seems like every investor asks it. It’s the classic question: Which is better, a Traditional IRA or a Roth IRA? They sound alike. Both let you hold real assets through a Self-Directed IRA. But the way they handle taxes couldn’t be more different, and that single difference can change how your …

Private lending is one of those investment ideas that sounds almost too straightforward to be true. You lend money. You earn interest. The borrower repays. But when you do it through a Self-Directed IRA, that simple idea can turn into a powerful way to grow retirement wealth…if you understand how it works and what to …

Let’s face facts: real estate is one of the most popular investments around. Global real estate is $379 trillion, according to a 2024 estimate…and that’s from a few years back. So, if you’re wondering “Can I buy real estate with a Self-Directed IRA,” let’s address those questions right now. Can You Really Buy Property in …

Self-Directed IRAs are flexible. But they’re not so flexible that you can do whatever you want with them. Congress designed IRAs to encourage long-term saving, so there are rules and guardrails along the way. But what are those guardrails? Let’s explore. The Freedom Within Self-Directed IRAs A Self-Directed IRA opens the door to a much …

Running your own business comes with enough moving parts already. We shouldn’t have to tell you that. But that’s why retirement planning shouldn’t be one of the stressful things you have to think about. In fact, Self-Directed SEP IRAs can make life easier. It’s built for entrepreneurs who want flexibility, control, and meaningful tax benefits…all …

One of the most rewarding ways to experience retirement wealth? Collecting rent. When you invest this way, you get the security of real estate, for starters. You get the potential for steady cash flow, and the tax benefits that come with an IRA. But there’s one part many new investors overlook: the management side. Understanding …

For years, traditional retirement accounts dominated the conversation. They were simple and familiar. And they were built around the idea of saving now and paying taxes later. But as investors look for more flexibility (and more control) many are turning to Self-Directed Roth IRAs. Why? It offers something that traditional accounts can’t match: the potential …

There’s something timeless about real estate. It’s tangible. It’s steady. It’s the kind of investment you can drive by and instantly know that it has appeal. That’s one reason so many retirement investors turn to Self-Directed IRAs for real estate ownership. These accounts combine the power of physical property with the tax advantages of an …

Private lending might sound like something reserved for banks or big investors. But with a Self-Directed IRA, you can step into that role yourself—using retirement funds to make secured loans to others. Done right, it can generate steady, predictable income while keeping your money backed by real assets. Still, it’s not as simple as cutting …