The unique advantage your self-directed IRA or solo 401(k) plan offers is the power to truly diversify and invest in what you know.
Some of the alternate investment options for your self-directed retirement plan include assets such as real estate, precious metals, trust deeds and private placements and cryptocurrencies.
Since most mainstream brokerages and banks do not offer investment services in these categories, many investors are unaware of them. These types of assets are worth examining and can provide principal security as well as the potential for income and appreciation in value. In order to decide which strategies will be the best fit for your financial goals, it is important to have all the necessary tools and accurate information to make those decisions.
In this section of our blog, you will find a series of articles containing useful information regarding alternative investment options for your self-directed IRA or solo 401(k) plan. The wide range of topics includes comparing real estate investing with the stock market, allowable and excluded investment options, investing in non-performing notes, and more.
Here at Safeguard Advisors, we speak with hundreds of investors every month looking to protect and grow their retirement savings by diversifying into assets where they can have more control over the outcomes. We thought it would be fun to…
While the weather is just starting to warm towards summer, real estate markets across the country are already hot. Demand for housing, especially larger homes with more room to roam, is far outpacing demand. Home prices have been rising for…
If you are looking for a hands-off way to invest in commercial real estate with your Checkbook IRA or Solo 401(k), professionally managed funds may be worth evaluating. Private equity real estate funds are designed to help investors diversify into…
Real estate debt funds have been gaining in popularity over the last decade. Since the 2008 global financial crisis, these types of funds have found a niche in the lending landscape. For investors with a self-directed IRA or Solo 401(k)…
A little known but potentially quite profitable lending niche is referred to as transactional funding. For investors with a Checkbook IRA or Solo 401(k) and the right network, this strategy can be very lucrative. The concept of transactional funding is…
There are many different types of loans you can make with a self-directed IRA or Solo 401(k). Lending to developers or their contracted purchaser for new home development is a popular option. Many developers prefer to work with private lenders…
Having your IRA act as a lender and receive interest income can be a great way to diversify and create predictable returns. We’ve written about investing in real estate notes, where the debt is secured by real property. But your…
Real estate syndications have been a rapidly growing investment class in the last several years and are very popular with self-directed retirement plan investors. The concept of pooling investors to purchase a large property isn’t new. But until recently access…
Investing in mortgages with a self-directed IRA or Solo 401(k) is very popular. There is good reason for this popularity. There is a wide availability of quality note investments that can generate solid returns. Your IRA can invest principal in…
Investing in crowdfunded ventures can be a great way to put your self-directed retirement plan to work. As we discussed in prior articles on the topic, these opportunities have many benefits — including the ability to invest with smaller amounts…
