Introduction Private placements remain one of the most powerful but often misunderstood opportunities within a Self-Directed IRA (SDIRA). In 2025, private markets are bigger than ever, with startups, private equity funds, and alternative investments attracting record amounts of capital. With an SDIRA, you can unlock access to these opportunities while still enjoying the tax advantages […]
Key Takeaways Investing in Cryptocurrency with a Self-Directed IRA Cryptocurrency is transforming the way people invest, and now it’s presenting new opportunities for retirement planning. A Self-Directed IRA (SDIRA) allows you to invest in cryptocurrencies. You can buy and hold assets like Bitcoin, Ethereum, and Solana. This investment is part of a tax-friendly retirement account. […]
A self-directed 401(k) is for people who are self-employed or for small businesses that only employ the owners. It also lets account owners invest in nontraditional assets, such as: Contributing to a Self-Directed 401(k) With a self-directed 401(k), the account owner can make contributions as both an employer and an employee. As an employee, you can contribute up to […]
Investing in real estate through a self-directed IRA (SDIRA), also known as a real estate IRA, has a few differences and rules compared to investing with your pocket money. It’s a great way to build your real estate portfolio and take advantage of the profits, which are tax-deferred. Just keep the following in mind. How Does Real Estate in […]
Medical expenses can be difficult to pay off, especially if you find yourself going back and forth to a hospital or clinic. Sometimes, health insurance isn’t enough either, which makes health savings accounts a great alternative. Health savings accounts (HSAs) can offer huge and life-changing benefits, especially as you get close to retirement. This article […]
A self-directed IRA and a 1031 exchange can both let you defer taxes when selling investment real estate. However, the differences can help you choose. There are complex rules to follow, alternative investments to consider and tax implications that can affect your bottom line. Whether you’re looking to sell a rental property or diversify your […]
If you have an existing individual retirement account (IRA) but want to be able to invest in a broader array of assets, consider rolling your funds into a self-directed IRA (SDIRA). An SDIRA allows you to access alternative assets that aren’t available with standard IRAs. You can invest in real estate, cryptocurrency and private equity. You also […]
If you have an existing tax-deferred retirement account, you need to know how to report relevant transactions on your federal tax return. Accurate reporting helps you maximize tax benefits and avoid penalties. One of the most common tax-deferred account types is an individual retirement arrangement (IRA). You can set up your IRA a few different […]
If you have an existing retirement account, you’ll likely need to take the required minimum distributions (RMDs) at some point. Here, we cover all you need to know about RMDs, from rules and calculations to reporting. We also explore common mistakes to avoid and special considerations for self-directed individual retirement accounts (SDIRAs). What Are the Rules for […]
Macroeconomic Factors 🏦 Global economic conditions are heavily influencing crypto sentiment. A hawkish stance from central banks – such as recent signals of tighter U.S. monetary policy and higher-than-expected inflation – has put investors in risk-off mode (Financial Times). Interest rates matter: past crypto bull runs coincided with ultra-loose monetary policy, while rapid rate hikes can pressure crypto prices […]
As cryptocurrency continues to grow in popularity and adoption, investors must understand key metrics to make informed decisions. Two often-cited but sometimes misunderstood metrics are cryptocurrency price and market capitalization. Each provides valuable insights but serves different purposes in evaluating an asset’s potential and its market standing. What is Cryptocurrency Price? The price of a cryptocurrency represents […]
It’s beneficial to consider the various solutions you have for maximizing your retirement savings. Of course, there are traditional options like standard IRAs and 401(k)s that solely exist to help you boost your retirement savings. However, other options exist to help you cover medical costs associated with getting older while allowing you to invest and […]
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