Articles on Self-Directed IRA Investing and Alternative Assets

2011 Articles

Alternative investments: What Advisors are Using
Investment News, 08/09/2011
Mixed Up on the Right Asset Mix
SmartMoney, 03/30/2011
Benefits of a ROTH IRA Conversion
Tom Anderson, 01/08/2011

2009 Articles

Rescuing Real Estate
Linda Stern, Newsweek, 11/04/2009

How baby boomers are reigniting the housing market. The battered housing market is getting some help from an unlikely source: retirees.

NYC Real Estate Expo Undeterred by Tough Times
Charlotte Cuthbertson, The Epoch Times, 10/16/2009

Despite an economic environment that makes selling property as hard as walking through molasses, the executive director of the NYC Real Estate Expo is upbeat.

Cattle, Fish Business Make Up Alternative IRAs
Joe Mont, TheStreet.com, 09/22/2009

Some Americans are using their Individual Retirement Accounts to invest in cattle, sports teams and restaurants, betting they can make more money than in the stock and bond markets.

Savvy buyers use self-directed IRA to buy homes
Carolyn Said, SFgate.com, 09/01/2009

Nathan Foran used his self-directed IRA to buy a dilapidated foreclosed house in Richmond for $25,000 cash.

2008 Articles

Self-Directed IRA A Good Bet?
Marcia Passos Duffy, CNBC/Bankrate.com, 12/10/2008

If you recently watched your individual retirement account or 401(k) drop by double digits, you may wonder if there is a better way to sock away money in an uncertain economy.

Putting an I.R.A. to Work in Ventures Beyond Stocks
Deborah L. Jacobs, NYTimes.com, 10/22/2008

At a time when many I.R.A. portfolios are being battered by poor stock market returns, it is tempting to look for ways to replenish the coffers.

When Stocks Tank, Some Investors Stampede to Alpacas and Turn to Drink
Jennifer Levitz, The Wall Street Journal, 10/03/2008

Who can blame an investor for taking to the bottle? Andy Pick, a 49-year-old stay-at-home father in Atlanta, recently bypassed the stock market for liquid assets -- $120,000 in champagnes.

Why you should consider alternative assets in your client' retirement portfolios, and how do you get paid for doing so?
Tom Anderson, selfdirectedira.com, 04/25/2008

You can save quite a bit of time on this topic by simply accepting the value assumption that the inclusion of alternative assets in client portfolios may, on average, improve the portfolios' performance over time.

Investors tap retirement savings to make real estate bets
Janet Morrissey, InvestmentNews.com, 03/31/2008

Where some see devastation and loss, others see opportunity. At least that is the situation for investors using little-known, self-directed individual retirement savings accounts to invest in the battered real estate market.

Why Limit Your IRA or Pension Plan to Stocks, Bonds and Mutual Funds?
PR Web Press Release, 03/18/2008

Rollover or transfer your IRA or 401(k) to invest in real estate, notes, private equity, hedge funds and more with a self-directed IRA.

Take Charge of your Retirement Account Investments Interview
Tom Anderson Interview by Paula Straub, Simply Wealth, 02/25/2008

Do you actually want to retire at some point of time? Are you going to actually be able to? Will you have enough money set aside?

2007 Articles

Why to Choose a Self-Directed IRA
Farnoosh Torabi, The Street, 10/23/2007

Interested in a retirement-friendly, tax-deferred way to invest in, say, reality TV? How about a beach house in Malibu or a burger franchise in Eastern Europe? Well, self-directed IRAs can help.

Alternative IRA is Good Deal for Some
John P. Napolitano, ThirdAge, 09/21/2007

Say the words Individual Retirement Account and most people automatically think in terms of an IRA where investments are made in the stock market or mutual funds.

Using Their IRAs to Make Home Loans
Kelly Greene, The Wall Street Journal, 09/11/2007

In the midst of the mortgage meltdown, some lenders are actually rooting for foreclosures: investors who make mortgage loans with their IRAs.

Self-Directed IRA Diversification
Trista Winnie, NuWire Investor, 08/20/2007

What do boat slips, fishing rights for sablefish in Alaska and seahorse farming have in common? Water, for one thing. More importantly, they are all investment possibilities within a self-directed IRA (individual retirement account).

Starting or Funding a Business With a Self-Directed IRA
Tom Anderson, 07/26/2007

Over the past 18 years, PENSCO Trust Company has helped thousands of individuals start or acquire businesses, ranging from community banks to fish farms, with funds from their IRAs.

Using Real Estate to Build Your Retirement Portfolio
Marla Brill, MarketWatch, 05/04/2007

Four years ago, Vincent McCord was approached by a developer about investing in the construction of a Las Vegas shopping center.

Don't Overlook Alternative Assets in Retirement Planning
Bruce Sankin, Investors Alley, 06/04/2007

If you are interested in purchasing real estate, private stock or a private note for investment purposes, but don't think you have enough cash on hand consider the following.

Take Charge of your IRA
Jeanne Lee, FSB Magazine, 05/30/2007

Last November, Dave Hanrahan, 37, of Vineland, N.J., decided to try something different to improve the returns in his retirement account.

Raise Money Using A Self-Directed IRA
Asheesh Avanti, Entrepreneur Magazine, 05/11/2007

Some Americans are using their Individual Retirement Accounts to invest in cattle, sports teams and restaurants, betting they can make more money than in the stock and bond markets.

Article Archive

Wary of Stocks? Property Is an IRA Option
Vivian Marino, New York Times Online, 06/29/2005

Like many other investors, Ray Matteson, an executive at a data-processing company, was caught in the dot-com maelstrom of the late 1990's, except that his losses were on a far grander scale than most - about $3 million by his calculations and all of it in a retirement account.

Using an IRA to Buy Real Estate
Vivian Marino, New York Times Online, 04/17/2005

For years, Jack Povoa kept all his retirement money in the stock market and watched as his investments grew, on average, 12 to 15 percent annually, a return many other investors would envy.

Getting (Real) Estate in your IRA
Robert Powell, Marketwatch, 12/09/2004

Tired of putting your IRA money into the same old investments -- stocks, bonds and mutual funds?

Outside Protection: Real Estate in an IRA? It's possible if your wealthy clients use an outside custodian. Here's how to make the most of self-directed IRA accounts.
Tony Chapelle, On Wall Street, 09/01/2004

Would you like to turbo-charge your clients' IRAs, Keoghs and 401(k) plans? These qualified savings plans usually are synonymous with investments in stocks, bonds and mutual funds.

IRA Adventures: You want to invest in a hot new business, but your money is sitting in an IRA. Surprise; You can use it
Ashlea Ebeling, Forbes Magazine, 10/04/2004

Peter Frankling tapped an unusual source to fund his new business, which makes hot-dog-shaped ice cream treats known as Cool Dogs: Two investors, one a friend and the other a professional venture capitalist, put in more than $100,000 each from their Individual Retirement Accounts.

Self-Directed IRAs Allow Investors to Dabble in Real Estate
Tom Anderson, Boston Business Journal, 05/30/2003

With corporate scandals, weak earnings and an uncertain economy, more and more IRA owners are seeking alternative investments.