Diligence Series
Self-directed IRA and 401(k) plans present a wide array of investment choices, allowing for full diversification of your tax-sheltered retirement savings.
When you take full control of your retirement plan, it becomes your responsibility to ensure that the investments you choose are as safe as possible, and will produce returns beneficial to the growth of your retirement savings.
In this series of articles, we discuss some of the methods you may use to vet investment opportunities and investment providers.
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…
Mortgage notes are one of the most popular asset choices for self-directed IRA investors. These real-estate-backed debt instruments can provide a good mix of principal security and consistent returns. Mortgage notes also offer diversification from the volatility of market-based investments.…
When considering real estate as an investment for your self-directed IRA LLC or Solo 401(k) plan, proper due diligence is key to achieving solid returns. The concept sounds simple and obvious, but is often overlooked or executed without proper thoroughness. …