Guides
Passive Multifamily Syndication Investing: How It Works and What to Look For
Multifamily syndications give accredited investors passive exposure to institutional apartment communities. Learn how the structure works, how returns are calculated, and how to evaluate a sponsor.
Self Storage Investing: What Investors Need to Know
Self storage has outperformed most commercial real estate categories for two decades. How self storage facility investment works, what drives returns, and what separates good sponsors from bad ones.
Oil and Gas Investing: The Tax Advantages and How It Works
Oil and gas investments offer accredited investors immediate tax deductions against ordinary income and monthly distributions from producing wells. Here is how it works and what to evaluate.
What Is a Self-Directed IRA?
How a self-directed IRA works, what you can invest in, and how to fund one through contributions, transfers, or rollovers.
SEP IRA for Business Owners and the Self-Employed
How high earners and business owners can maximize tax-advantaged contributions through SEP IRAs — and make them self-directed.
K-1 Income and Retirement Accounts: What to Know
Receive K-1 income from a trading firm, partnership, or fund? Here's how it affects your retirement account options.
Retirement Account Options Based on How You're Paid
W-2, 1099, or self-employed — the way you earn income directly determines which retirement accounts are available to you.
How to Roll a 401(k) Into a Self-Directed IRA
A step-by-step walkthrough of rolling over a former employer's 401(k) into a self-directed IRA — without taxes, penalties, or the 60-day trap.
Solo 401(k) for Business Owners and the Self-Employed
How self-employed individuals and owner-only businesses can contribute up to $72,000 per year — with a Roth option and self-direction flexibility.
Private Equity in Your IRA: What You Need to Know
How a self-directed IRA can hold private equity investments — combining long-term private market returns with the tax advantages of a retirement account.
Can You Invest in Real Estate With Your IRA?
Yes — a self-directed IRA can hold real estate directly. How it works, what the rules are, and what most investors get wrong.
Private Credit in a Self-Directed IRA
Loans and debt instruments that generate interest income — compounding tax-deferred or tax-free inside your retirement account.
What Alternative Investments Are Actually Allowed in an IRA?
The IRS doesn't publish a list of approved investments — only a short list of what's prohibited. Here's the full picture of what a self-directed IRA can hold.
How to Invest Your IRA in Private Markets
A practical guide to moving your IRA into private equity, real estate, and private credit — what you need, how it works, and how to get started.
The SECURE Act and Inherited IRAs: What Changed and Why It Matters
The SECURE Act eliminated the stretch IRA and replaced it with a 10-year distribution rule. For many beneficiaries, that means a significant — and avoidable — tax problem.
Roth Conversions: Backdoor, Mega Backdoor, and What Comes Next
High earners are over the Roth income limits — but they still have options. A full breakdown of backdoor Roth contributions, mega backdoor Roth, and what comes after.