Due Diligence Red Flags for Self-Directed IRAs. What to look for when researching alternative assets.
September 15, 2025
A self-directed IRA opens the door to investing in many alternative assets; account owners are responsible for conducting their full due diligence and should look for these...
Is Your Self-Directed IRA Subject to UDFI and UBIT? Understanding the tax implications of certain alternative assets in a self-directed retirement plan
September 3, 2025
Although self-directed IRAs are tax-advantaged accounts, certain types of alternative investments may trigger two types of tax liabilities: unrelated debt-financed income...
Are Alternative Assets Coming to Defined Contribution Plans? President Trump’s August 7 Executive Order Seeks to “Democratize Access to Alternative Assets”
August 25, 2025
President Trump’s August 7 executive order directs the U.S. Department of Labor to look at including certain alternative assets—which have long been allowed in...
Investing in Water Through a Self-Directed IRA
August 12, 2025
Self-directed investors who want to take an activist position with their investments, diversify their retirement portfolio and earn passive income can include water-related...
