Including Joint Ventures in a Self-Directed IRA
February 13, 2020
Did you know that you can use funds in a self-directed IRA to invest in a joint venture? These investments allow you, as a self-directed investor, to enter into a business...
The SECURE Act and Self-Directed Retirement Plans
February 3, 2020
The SECURE Act, signed into law on December 20, 2019, is comprehensive legislation written to expand retirement savings, simplify existing rules, preserve retirement income,...
Promissory Notes and Secured/Unsecured Loans in a Self-Directed IRA
January 16, 2020
As we wrote about last fall, promissory notes are one way that self-directed investors—individuals with a self-directed IRA or other retirement plan—can provide funding...
Impact Investing Through a Self-Directed Retirement Plan
January 2, 2020
Younger investors are changing the investing landscape as they start putting more of their dollars into sustainable investments. This category of investments includes those...