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Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message


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So far custodian has created 50 blog entries.

3 Pitfalls to Avoid When Using Your IRA for Real Estate Investing

With the erratic nature of returns in standard stock market investments, American workers have started moving to platforms that provide them with more asset choices. One of these platforms - the Self-Directed IRA -  has received quite a bit of publicity lately, largely due to the cryptocurrency craze. For the average investor, however, a more [...]

2018-08-15T14:16:28-04:00 July 23rd, 2018|How To, Real Estate Investing|

Alternative Investments: How the Average Investor Can Diversify and Grow Their Portfolio

You can’t control what happens halfway around the world. Greece. China. Earthquakes. You also don’t get a say about when the feds will hike interest rates. Most of what you get lately is a front row seat to watch the wild swings in the Dow Jones Industrial Average. So the question remains: If you [...]

2021-07-29T17:21:54-04:00 June 20th, 2018|Financial News, How To|

10 Investment One-liners That Have Been Around Since the Invention of Money

In the spirit of the day, here are the 10 funniest money jokes in the history of the world. (That little factoid has been corroborated by the International Association for the Preservation of Historical Financial Humor.) These one-liners are all modern day reincarnations of jokes that seem to have had dramatic counterparts throughout recorded [...]

2018-09-05T13:42:12-04:00 March 18th, 2018|Humor|

Renovating a Property with a Self Directed IRA

So you’re buying a property with your Self Directed IRA. Once you get past the deal making, the paperwork of purchase, and the tedious talking to attorneys that is almost inevitable[1], then you get to place your paws on the property itself. Obviously you’re not going to be living there, (thank you very much [...]

2018-08-21T08:51:29-04:00 May 12th, 2015|How To|

Are You Smarter Than a Snuggie?

One of the lesser utilized capacities of a self directed IRA is the ability to put your (obviously) amazing ideas into action. Although it’s true that most self directed investors go the real estate route, there are a number who engage their entrepreneurial spirit and finance a business with their retirement funds. Just as [...]

2021-07-29T17:25:12-04:00 April 22nd, 2015|How To|

A Lawyer and Banker Walk Into a Bar…

Why do things always get crazy when corporate investors get involved? Take a look at alternative investing. As it’s commonly understood, alternative assets are those investment products which don’t commonly fall under the Wall Street banner. On the individual level these can be great retirement products. With a self-directed IRA, an investor can place [...]

2021-07-29T17:27:00-04:00 March 23rd, 2015|The Idea of Business|

Keep Them 401(k) Doggies Rollin’

It’s generally a given in most industries that movement can produce profit. Whether people, products, or ideas, movement itself creates new venues where money can change hands. This is especially true in the retirement industry. When retirement funds go from “Investment A” to “Investment B”, there is a door standing open with a big [...]

2018-08-20T21:00:04-04:00 February 26th, 2015|Financial News|

Too Big to Save

Do you have a good investment opportunity for your retirement funds? Just make sure that it’s not too good, because otherwise the government might feel bad. What the Government Saw Here’s the deal. The GAO (Government Accountability Office) just released a study in which they took a good long look at IRA accounts and [...]

2018-08-22T07:48:36-04:00 November 24th, 2014|Financial News|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.