Skip to main content

Basic Information about Self-Directed IRAs


In today's video, Adam Bergman, Esq. invites Isaac Rodriguez, a long-time client of IRA Financial, to talk about Self-Directed IRA basics from the perspective of someone who has made the switch. -- Learn more about Self-Directed IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial, its management, salespersons or IRA Financial's in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice. IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services. Learn More: ...(read more)



LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
Self Directed IRA Basics A Self Directed Individual retirement account (IRA) is a type of retirement account that offers individuals more control and flexibility over their investments. Unlike traditional IRAs, which are typically limited to stocks, bonds, and mutual funds, a self-directed IRA allows individuals to invest in a variety of alternative assets such as real estate, private equity, precious metals, and more. In this article, we will explore the basics of self-directed IRAs and why they are becoming an increasingly popular choice among savvy investors. What is a Self Directed IRA? A self-directed IRA is a retirement account that gives investors the freedom to choose and control their own investments. It allows individuals to invest their retirement savings in a wide range of assets, beyond the traditional investment options offered by most financial institutions. With a self-directed IRA, investors have the ability to diversify their retirement portfolio and potentially access higher returns. How does a Self Directed IRA work? To set up a self-directed IRA, an individual must first open an account with a custodian or self-directed IRA provider. The custodian serves as the trustee of the account and is responsible for managing paperwork, record-keeping, and ensuring compliance with IRS regulations. Once the account is open, investors can then direct their custodian to invest in a variety of alternative assets of their choosing. Investment Options One of the main advantages of a self-directed IRA is the wide array of investment options available. Some popular alternative assets that individuals may choose to invest in include: 1. Real Estate: Self-directed IRAs allow investors to purchase residential or commercial properties, including rental properties, vacant land, and even real estate crowdfunding options. 2. Precious Metals: Investors can choose to diversify their portfolio by investing in gold, silver, platinum, and other precious metals through a self-directed IRA. 3. Private Equity and Startups: Self-directed IRAs offer the opportunity to invest in privately held companies, venture capital funds, and startups. 4. Tax Liens and Deeds: Investing in tax liens and deeds can provide an opportunity to earn high interest rates on delinquent property taxes. 5. Cryptocurrency: With the growing popularity of digital currencies, some self-directed IRA custodians allow investors to hold cryptocurrencies in their accounts. Benefits and Considerations Self-directed IRAs offer several benefits to investors. Firstly, they provide greater investment diversification, allowing individuals to spread their risk across different asset classes. Secondly, self-directed IRAs have potential for higher returns compared to traditional investments. Investing in alternative assets may offer unique opportunities for growth and income. Lastly, self-directed IRAs allow investors to have more control over their retirement savings, enabling them to invest in assets they are knowledgeable and passionate about. However, it is important to note that self-directed IRAs require due diligence and careful consideration. Investors must be proactive in conducting thorough research on potential investments to mitigate risks. Additionally, self-directed IRAs come with specific IRS rules and regulations that need to be followed to ensure compliance and avoid penalties. In conclusion, self-directed IRAs are an attractive option for individuals who seek more control and flexibility in their retirement investment strategy. By diversifying their portfolio with alternative assets, investors may potentially enjoy higher returns and a greater sense of security. However, it is crucial for investors to be well-informed and work with a reputable custodian to navigate the complexities of self-directed IRAs. https://inflationprotection.org/basic-information-about-self-directed-iras/?feed_id=114486&_unique_id=64a5f49f2bb2d #Inflation #Retirement #GoldIRA #Wealth #Investing #ira #IRAFinancial #realestateinvesting #Retirement #retirementplanning #sdira #selfdirectedira #SelfdirectedIRABasics #selfdirectedirarealestate #SelfDirectedIRA #ira #IRAFinancial #realestateinvesting #Retirement #retirementplanning #sdira #selfdirectedira #SelfdirectedIRABasics #selfdirectedirarealestate

Comments

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their

Birch Gold Group Review 2023 – Best Gold IRA Company? Pros and Cons

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. See chapters in the description. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Chapters: 0:00 - Intro 0:26 - Is Gold a Good Investment? 1:03 - What is Birch Gold Group? 1:37 - IRA Eligible Coins 1:59 - Is Birch Gold Group a Legitimate Company? 2:50 - How Does Birch Gold Group Work? 3:34 - Birch Gold Group’s Fees and Investment Options 4:02 - Birch Gold Group Low Minimum Investment 4:29 - Birch Gold Group Storage and Security 5:34 - Con #1 – No Overseas Storage Options 5:49 - Con #2 – Initial Setup Fees 6:02 - Birch Gold Group Review Summary Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a