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How-To 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.

Our clients are investing in private funds, rental real estate, mortgage notes, cryptocurrencies and a host of other alternative asset classes.

In this series of articles, we focus on the nuts and bolts view of how such investments can be initiated and managed within your self-directed retirement plan.