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Download as a PDF Introduction to IRA Fees IRA custodian fees can quietly erode the long-term value of your self-directed retirement account. Yet many self-directed IRA and self-directed 401(k) plan custodians bury their costs and charges in complex fee schedules that are difficult to compare and easy to underestimate. If you plan to hold real […]
Private debt has become an increasingly popular investment option for self-directed retirement accounts, offering investors opportunities to diversify beyond traditional stocks and bonds. However, debt investments inside an IRA can create unique tax considerations that many investors and advisors overlook. In this article, Brett Davis of Exeter Group of Companies explores three important concepts that […]
Download as a PDF A 401(k) plan can be a powerful retirement savings tool. However, many plan participants eventually want more control over how their retirement funds are invested, especially when they would prefer to invest in real estate, real estate related assets such as promissory notes secured by deeds of trust or mortgages, tax […]
Download as a PDF Alternative assets can be powerful investment tools inside self-directed IRAs and individual 401(k) plans. Retirement investors often use these self-directed retirement accounts to invest in private equity and debt funds, private lending (e.g., deeds of trust, mortgages, loan funds), promissory notes secured by real estate, interests in limited liability companies (LLCs), […]
Download as PDF Retirement accounts do not have to be limited to investments in stocks, bonds, mutual funds or other publicly traded securities. For investors who want more control over how retirement funds are invested, self-directed IRAs and individual 401(k) plans can offer a broader range of choices, including certain real estate-related investments. These self-directed […]
Introduction In the current landscape of financial services, the push toward automation is relentless. “Robo” solutions and algorithm-driven platforms promise efficiency, speed, and lower costs. For standard, publicly traded securities, these technological advancements work exceptionally well. However, as a financial advisor, you know that your most valuable clients often require solutions that fit outside the […]
