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Investing in Private Companies Via Your Self-Directed IRA

Blog, Investing, Private Companies,

Looking for a hot stock deal? Insider trading is a no-no, and getting first crack at an initial public offering is impossible unless you are super-rich and well-connected. Yet there is a way to get the jump on the general public when it comes to owning shares in the next big company: they’re called private […]

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Convertible Debentures – An Option in Volatile Markets

Blog, Mortgages and Notes, Other Investments, Private Companies,

Guest post by Nelson Garcia: The year 2016 has, so far, been the definition of volatility, which for many was unexpected. For some investors, switching from equities to fixed income securities (bonds) would be prudent to ensure the safety of the principal and a fixed return.

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Technology Levels the Playing Field for Self-Directed Investors

Blog, Other Investments, Private Companies,

Guest article by Matt Lutz: Anyone with a self-directed retirement account will tell you adding alternative investments to the portfolio can supercharge investment returns and enables investors to participate in asset classes where they are most skilled and knowledgeable. After one learns about self-directed investing, he or she will typically make the same types of investments utilizing the […]

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Investing in Growing Companies

Blog, Other Investments, Private Companies,

Guest article by Evan Greenberg: Over the past three decades, companies like Microsoft, Apple, Google, and Facebook have emerged, not to mention other powerhouses like Chipotle and Under Armour. They have replaced Chrysler, Woolworth’s, Data General, Digital Equipment, and many others in our dynamic economy. Many of these success stories are examples of why an alternative […]

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Is Venture Investing Right for You?

Blog, Other Investments, Private Companies,

Guest article by Blaire Martin: Investors around the world are allocating a percent of their assets into early-stage companies in order to access opportunities for exceptional returns. “Angel investing is a legitimate part of an alternative asset class investment portfolio,” says David S. Rose, founder and chairman emeritus of New York Angels, in his new book, […]

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New Case Answers Important Questions About IRA LLCs

Blog, News, Other Investments, Private Companies,

Guest article by Mat Sorensen: Can my IRA own substantially all of the ownership of an LLC? Can my IRA/LLC pay a salary to me for serving as the manager of the IRA/LLC? The U.S. Tax Court issued an opinion in the case of Ellis v. Commissioner, T.C. Memo 2013-245 and answered both of these questions. […]

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A Difference of Opinions – JOBS Act Updates

Blog, Other Investments, Private Companies,

In this edition of A Difference of Opinions, two attorneys sound off about the SEC adoption of a mandate in the JOBS Act of 2012 that permits general solicitation in private securities offerings. We reached out to two attorneys with different backgrounds just to get a better idea of what this update might hold for […]

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Is Obama Capping IRAs?

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

It happens to me almost every presentation. Someone from the audience raises their hand during a seminar on self-directed IRAs and asks, “What is the likelihood that the government is going to take away my IRA?” Or, “will my Roth IRA indeed never be taxed again, or will Congress change their mind later when they […]

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