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 […]

Read More

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), […]

Read More