Investing in stocks and bonds can be a wild ride, and this volatility may be especially unnerving when your retirement is on the line. But by investing using a Self-Directed IRA, you can take back more control.
What's inside this guide?
This Investor's Guide will educate you about how holding alternative investments within a retirement account can help achieve portfolio diversification, not to mention potential enhanced returns due to their tax-advantaged nature. You'll learn about:
Types of alternative investments that can be held in an IRA, including income properties, private stocks, notes and more
Information about IRS rules
How to fund your Self-Directed IRA
Role of an alternative investment custodian
Diversify Your Nest Egg
You can grow alternative investments in a tax-deferred way through retirement by holding them in a Traditional or Roth (tax-free) IRA. This means you may get all the benefits of holding alternatives without the annual tax bite — allowing you to keep more of your investment earnings for, well, you.
Self-Directed IRAs: The Difference
Self-Directed IRAs only differ from other IRAs in that they offer more flexibility, as well as the ability to diversify and invest in what you, the IRA owner, prefer. A custodian like PENSCO enables IRA owners to expand, confidently, beyond exchange-traded assets.
Interested in learning more? Speak with an Account Representative!