The self-directed individual retirement account (IRA) is an increasingly popular option for an IRA account owner, especially those owners who have significant net worth and are sophisticated investors ...

A self-directed individual retirement account (SDIRA) is a type of retirement account that allows you to invest in a wider range of assets compared to a conventional IRA, where the account custodian ...

As we begin 2025, it’s an ideal time to revisit your tax and retirement planning strategies. One way to start the year on a positive note is by setting yourself up today to benefit from the tax breaks ...

It’s common for clients to hold a significant amount of their wealth within retirement accounts. It’s also becoming much more common for clients to develop an interest in managing their own ...

While a self-directed IRA has the capacity to house diverse alternative investments such as real estate, cryptocurrency, gold, and private equity; however, it also comes with potential pitfalls from a ...

In part 1 of this article, we reviewed the federal law on permitted investments for self-directed IRAs and the various tax, compliance and reporting rules that apply to individual retirement accounts ...