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GAO Finds Self-Directed IRA Investors Need Clearer Guidance on Unconventional Assets

  |  By Patrick Hughes

The Government Accountability Office (GAO) has released a new report exploring the use of "unconventional assets"—such as real estate, private eq... More »

Three IRA Prohibited Transactions to Avoid When Investing in Real Estate

  |  By Chris Shanahan

Real estate investing consistently ranks as one of the most popular strategies used by our self-directed IRA clients. In fact, our most recent cl... More »

Four Factors That Will Likely Shape Private Equity in 2017

  |  By Curtis Glovier

The market took investors on a wild ride in 2016. The year opened with US stocks posting one of their worst first weeks ever, markets plunged in... More »

Retirement Investors Seek More Alternative Assets for their IRAs

  |  By Curtis Glovier

Investors are increasing the amount and/or percentage of alternative assets they own in their self-directed IRAs to diversify their portfolios an... More »

IRA Withdrawal Rules: Taking Distributions From a Traditional IRA

  |  By Deanna Fong

Saving for your retirement with a tax-advantaged account, like a traditional IRA, is one of the most important steps you can take in planning for... More »

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