What is a PPM Investment Within a Self-Directed IRA?

PPMs are also called Private Placements or Private Equity, and it’s a type of investment into privately-held entities like small businesses to big corporations. Those who are in search of investors often report that obtaining capital from retirement funds in a self-directed IRA is simpler and faster than seeking loans from banks. And for those […]

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What Happens to Your Unused Retirement Account Contributions?

Do you know what happened to that money you contributed to your employer’s 401K program? Are you worried it’s lost for good? Don’t fret, we’ve got you covered on what happens to your unused retirement money. Did you quit? If you have more than $5,000 invested in your 401K, most plans allow you to leave […]

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Know Your Business Retirement Accounts: Simple IRA, SEP, Solo 401K and ESOP (Updated for 2021)

Being aware of the different types of self-employed retirement accounts that are available to you is important to get the most out of your retirement and retirement planning. The accounts that are available to most employees are your typical IRA and 401K with Roth and Traditional kickers. However, your account options are much more plentiful […]

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What Investors Need to Ask Their Self-Directed IRA Provider

Making the decision to self-direct your own retirement account is simple. Selecting the right self-directed IRA provider is fairly straightforward — at least on the surface. But not every self-directed IRA provider or administrator is right for every self-directed investor. With that in mind, there are a few questions you should ask before making them […]

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