January 9, 2026
Top 10 alternative assets for self-directed investors in 2026 Typically If the goal is income those asset classes include: Private credit, real estate notes, bridge lending, and equipment leasing are usually the first places to look. If the goal is inflation and uncertainty resilience Precious metals tend to be the…
Latest Blog Posts
March 22, 2025
Many investors use self-directed retirement accounts to invest in real estate, leveraging the tax advantages of IRAs or Solo 401(k)s to build wealth through rental properties, commercial buildings, or other…
March 14, 2025
What Is a Missing Participant? A missing participant is an account holder in a retirement plan (including a Self-Directed IRA) who cannot be located or is unresponsive to communications from…
March 6, 2025
Trump's Proposed Sovereign Wealth Fund: A Viable Alternative to the 401(k)? On February 3, 2025, President Donald J. Trump signed an executive order directing the creation of a United States…
February 26, 2025
Saving for retirement isn’t just about securing your future—it can also provide significant tax benefits today. Whether you contribute to an employer-sponsored 401(k), a Self-Directed IRA (SDIRA), or a Solo…
February 25, 2025
Church retirement plans, known as 403(b)(9) plans, are specialized retirement savings vehicles tailored to meet the unique needs of churches and their affiliated organizations. These plans offer distinct advantages, including…
February 24, 2025
If you’re investing passively in syndications, you’re no stranger to K-1s, multi-state filing requirements, and the ongoing discussion about bonus depreciation. While these topics may seem complex, gaining a deeper…
February 15, 2025
Planning for a secure and comfortable retirement involves building multiple layers of income to ensure financial stability throughout your post-working years. Diversifying income sources helps mitigate risks and provides a…
February 14, 2025
Younger generations, particularly Millennials and Gen Z, are increasingly allocating portions of their retirement savings into cryptocurrencies. This shift is driven by the allure of high returns and a desire…
February 5, 2025
Rolling over your Thrift Savings Plan (TSP) into a Self-Directed Individual Retirement Account (SDIRA) can offer greater investment flexibility, allowing you to diversify your retirement portfolio beyond traditional assets. Here's…
January 27, 2025
Cunningham v. Cornell University: What It Means for Prohibited Transactions in ERISA Plans This week, the Supreme Court tackled a case that could have big implications for how prohibited transactions…
January 21, 2025
Why So Many Baby Boomers Are Continuing to Work During Their Golden Years Retirement has long been associated with leisure, relaxation, and the chance to enjoy the fruits of a…
January 16, 2025
50 Years of ERISA Fifty years ago, ERISA, the Employee Retirement Income Security Act of 1974, changed the game for retirement savings. It was the birth of IRAs—those trusty tools…
