Diversify Your Portfolio with Alternative Investments
Discover the Benefits of Investing in Alternative Assets and How They Can Help You Achieve Your Financial Goals. Learn How to Diversify Your Portfolio with Alternative Investments
Cryptocurrency
Cryptocurrency is a revolutionary new type of digital currency that is maintained by a decentralized system using cryptography. Invest in this exciting new currency, maintain a digital wallet to buy and trade digital assets and benefit from the tax-deferred characteristics of retirement plans.
Metals
Investing in precious metals is a great way to build wealth. Invest in IRC 408(m) qualified gold, silver, platinum, or palladium such as American Eagle bullion coins, US Buffalo bullion coins, Canadian Maple Leaf coins, and more. The restrictions of IRC 408(m) does not apply to qualified retirement plans such as a Solo(k).
Market Place Loans
Marketplace lending enables investors to use their retirement assets to fund a wide range of private loans, including consumer debt, student debt, small business debt, and real estate property.
Multi-Member LLC
A multi-member LLC structure is a great way for multiple IRAs, even those that are connected to disqualified persons, to invest in the same asset. This structure allows for greater flexibility and diversity in investments.
Mutual Funds
A mutual fund is a registered investment vehicle composed of a pool of funds from many investors that buys stocks, bonds, and other securities. Investments in mutual funds are considered a great way to invest in securities while mitigating risk.
Private Equity
A secured promissory note is a great way to get a loan or invest in a corporate bond. This type of investment is backed by the borrower's assets such as real estate. Since the note has collateral, it is safer and more secure. An investor can create a new note or by purchasing an existing note.
Private Placements
Private Placements are companies that are raising funds who choose not to register with the SEC. The higher the capital the investment company is raising, more restrictions are imposed on the type of investor that are allowed to invest. Investors are often told they are being offered an exclusive opportunity through their broker, acquaintance, friend, or relative. Regulations governing these types of companies fall under Regulation D of the SEC.
Publicly Traded Assets
Publicly traded securities are a collection of securities for the purpose of reselling for a profit. These securities are available to be purchased or sold in the open market. This includes stocks, bonds, and online marketplace assets.
Real Estate
Private equities are non-publicly traded securities. Depending on the nature of the business investors may be attracted to the potential rewards of investing in such companies. Self-directed retirement plans provide an excellent vehicle to hold these types of securities.
Secured Notes
A secured promissory note is a great way to get a loan or invest in a corporate bond. This type of investment is backed by the borrower's assets such as real estate. Since the note has collateral, it is safer and more secure. An investor can create a new note or by purchasing an existing note.
Single-member LLC
A Single Member LLC, also known as an IRA LLC or Checkbook IRA, is a method used by IRA holders to have check writing capabilities using their retirement plan. This is accomplished by establishing a newly formed LLC with a retirement plan as the sole investor. Since an LLC is a registered entity, it can establish a checking account. By having only one investment under the retirement plan, the investor has opportunities to save on administrative fees.
Unsecured Notes
Unsecured promissory notes are loans that are not backed by the borrower's assets. Although considered more risky, it is still a viable option under a self-directed retirement plan. This type of investment can be issued as new note or the purchase of an existing note .
Viatical & Life Settlements
Viatical and life settlements are life insurance contracts sold at a discount due to a life shortening disease or due to the insured’s age. Many providers sell these investments as fractional shares of a pool of contracts purchased by aggregators.