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What to Know Before Partnering with Family Members in a Self-Directed IRA

What to Know Before Partnering with Family Members in a Self-Directed IRA

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What to Know Before Partnering with Family Members in a Self-Directed IRA by Peter Rizzo It sounds like a great idea: you and a family member team up on a real estate deal using your self-directed IRAs. You both trust each other, you’re aligned on goals, and you want...
Strategic Roth Conversions for High-Income Self-Employed Investors

Strategic Roth Conversions for High-Income Self-Employed Investors

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Strategic Roth Conversions for High-Income Self-Employed Investors by Peter Rizzo Roth conversions used to be something people considered late in life, maybe after retiring or in a low-income year. But more high-income self-employed folks are realizing they...
Are Gold and Precious Metals a Safe Bet for Your IRA in 2025?

Are Gold and Precious Metals a Safe Bet for Your IRA in 2025?

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Are Gold and Precious Metals a Safe Bet for Your IRA in 2025? by Peter Rizzo Gold’s reputation as a safe haven isn’t new. When markets get weird, or downright scary, investors start looking for something tangible. And for many, that something is gold. But how does...
What Does Diversification Really Mean in a Self-Directed IRA?

What Does Diversification Really Mean in a Self-Directed IRA?

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What Does Diversification Really Mean in a Self-Directed IRA? by Peter Rizzo People toss around the word “diversification” like it’s a magic spell. But in a self-directed IRA, diversification isn’t just about spreading money across mutual funds; it’s about...
How to Stress-Test Your IRA Portfolio for the Next Market Shock

How to Stress-Test Your IRA Portfolio for the Next Market Shock

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How to Stress-Test Your IRA Portfolio for the Next Market Shock by Peter Rizzo Let’s be real: we’re not investing in a vacuum. Markets crash. Rates spike. Inflation rears its head. Even your most confident investments can wobble under pressure. So how do you know if...
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    Solo 401(k)

    • Solo 401(k)
      • Legal Investments in a Solo 401(k)?
      • The Solo 401(k) Set Up Process
      • UBIT & UDFI

    Check Book IRA University

    • Check Book IRA University
      • Foreign Investments
      • Is An IRA LLC Legal?
      • Prohibited Transactions
      • Reporting & Bookkeeping

    Blog

    • What to Know Before Partnering with Family Members in a Self-Directed IRA
    • Strategic Roth Conversions for High-Income Self-Employed Investors
    • Are Gold and Precious Metals a Safe Bet for Your IRA in 2025?
    • What Does Diversification Really Mean in a Self-Directed IRA?
    • How to Stress-Test Your IRA Portfolio for the Next Market Shock
    • What Happens to My Self-Directed IRA When I Die?

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