Unlock new potential for your retirement savings by exploring cell towers and billboards. Investing in niche markets can bring steady, inflation-resistant income to your self-directed individual retirement account (SDIRA). As traditional markets fluctuate, these niche investments provide unique opportunities for diversification, stability and long-term growth. Why Consider Cell Towers and Billboards? Like most commercial real […]
Unlike a traditional individual retirement account (IRA), a self-directed IRA (SDIRA) allows you to invest in alternative assets like real estate. Investing in real estate can be a powerful move. However, it’s a less straightforward process to use an IRA to buy investment property, especially if your IRA is only funding a portion of the purchase. […]
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 […]
Saving for retirement in a tax-efficient manner is an important goal, and individual retirement accounts (IRAs) are an established tool for doing so. In contrast to conventional IRAs, which you would usually open with a brokerage or bank, self-directed individual retirement accounts (SDIRAs) require a custodial company. SDIRAs are becoming increasingly popular, especially among those […]
Inheriting an individual retirement account (IRA) from a loved one or close friend can leave you with some questions. You might not be familiar with how IRAs work if you don’t have an account yourself. Working with a custodian can help you manage the inherited account. However, among all the rules involved, you mainly need […]
Are you looking for new investment strategies to diversify your retirement portfolio? While traditional investments like stocks and bonds have their place, self-directed individual retirement accounts (SDIRAs) unlock alternative assets, offering new avenues for growth. Weighing the potential benefits and understanding the key considerations of these alternative investments is essential for making informed decisions and […]
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 […]
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 […]
You can move your retirement funds from one custodian to another for various reasons, such as wanting increased control or changing employers. Whatever your motive, it’s essential to undertake the move accurately. What Is a Transfer of Assets Form? An asset transfer form enables you to rollover funds from one retirement account type to another. Depending on […]
