Category: General Self Directed IRA

The win-win option: investing in private companies

Using a Self-Directed IRA to invest in private companies is a choice many of our IRA Innovations clients make. Why? There are many reasons, but it often has to do with the realization that companies like Facebook, Google, Disney, LifeLock, and HP started out as private entities. These went on to become giants in the…


Education is key to avoiding mistakes with Self-Directed IRA investments

Using a Self-Directed IRA comes with considerable freedom to select what you invest in, which is a huge benefit! Maybe you are interested in real-estate related assets, investing in private companies, or making loans with your Self-Directed IRA. These options and many more are possible. This is why education is so important, which is something…


How will the newly passed SECURE Act impact your Self-Directed IRA?

If you are interested in Self-Directed IRAs, or if you already have one, you may have been following the news about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). The Act was signed into law in December of 2019, and most provisions in the law went into effect on January…


Taking control of your retirement account: switching a 401(k) to a Self-Directed IRA

Have you recently left one employer to start a new job with another? Have you retired recently? If so, did you leave a former 401(k) behind? In these types of  situations, it’s not uncommon for 401(k)s to stay behind with the previous employer’s custodian.  Employer-sponsored 401(k) plans typically include traditional  investment options: stocks, bonds, mutual…


What you need to know about updates to IRS Publication 590

  IRS Publication 590 for individual retirement arrangements (IRAs) refers to an Internal Revenue Service (IRS) document that outlines and elaborates on rules for IRAs. The IRS publishes Form 590 to provide information about setting up IRAs, how to contribute to them, how much may be contributed, how to treat distributions, and how to take…


Self-directed IRA investing: Who are disqualified persons?

Many of our clients say that the thing they love most about self-directing their IRA is that they have so much freedom to choose what they invest in. Whether it’s real estate related assets, investing in private companies, or making loans, the freedom, flexibility, and extensive options are huge benefits. Even with so much freedom…


How to maximize profits as a real estate investor

In this post, we are delving back into the world of real estate investment with your self-directed IRA. We have talked about the many ways you can do this. But in this post, we will focus on how to take your real estate profits and really maximize them. Maximizing real estate profits with your self-directed…


What to Know About Self-Directed IRAs

Self-directed IRAs are rapidly becoming investors go-to investment to save for retirement. Self-directed IRAs are no different than a normal IRA besides the fact you can invest in alternative assessments outside of the traditional options like stocks, bonds, mutual funds, and CDs. Many people don’t realize the wide array of options for investments that self-directed…


Learn How To Choose a Self Directed IRA Custodian

What is a Self Directed IRA Custodian? Investing in alternative investments inside a retirement account (IRA, Roth IRA, SEP IRA, SIMPLE IRA or 401k) is a new experience for most people. Anyone who has ever bought a traditional investment (a stock, bond, or mutual fund) has most likely already used a custodian for these investments….


Asset Allocation for Self-Directed IRAs

Having sound investment strategy behind the management of a retirement portfolio is as important as understanding the markets in which investments are made. One method of investment strategy is in asset allocation. Asset allocation is an investment strategy that aims to balance risk and reward through the division and distribution of assets in a portfolio…