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Invest in What You Know

The IRS rules do not specify what one may invest in with a self-directed IRA or Solo 401(k) plan.  Rather, only a few asset classes are prohibited investments.  An IRA may not invest in life insurance or collectibles.

Collectibles under IRC Section 408(m)(2) include:

  • Any work of art,
  • Any rug or antique,
  • Any metal or gem (with limited exceptions),
  • Any stamp or coin (with limited exceptions)
  • Any alcoholic beverage, or
  • Any other tangible personal property that the IRS determines is a “collectible” under IRC Section 408(m).

Pretty much everything else is allowable, from conventional stocks, bonds and mutual funds, to real estate, stock of privately held companies, cryptocurrencies, and a whole lot more.

With a self-directed IRA or Solo 401(k) plan, you have the flexibility to be fully diversified and to invest in what you know.

Popular Investment Choices

In this section of our website, we have provided information on some of the more common investment types our clients choose to participate in. These include: