Take a ride on the self-directed IRA train and diversify your account into alternative investments such as real estate, promissory notes, single-member LLCs, private equity, futures & forex, and more! All types of self-directed IRA accounts including Traditional IRAs, Roth IRAs, Individual 401(k)s, SEP IRAs and SIMPLE IRAs can invest in alternative assets.
Investing with a self-directed IRA is easy! Watch our video on self-directed IRAs below, read one of our blogs on diversifying your retirement portfolio, attend one of our upcoming webinars to learn more, or schedule a consultation with one of our IRA experts. You may also call us at 239-333-1032 for more information!
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A self-directed IRA or real estate IRA gives you the freedom to invest in real estate related vehicles such as raw land, rental properties (single-family and multi-unit), commercial property, mortgage notes, tax liens, and more. Many investors find investing in real estate attractive because it is fairly easy to navigate and the investment is secured by a tangible piece of property.
Did you know you can lend money from your IRA account? Lending from an IRA has been an available investment option since IRAs were created in 1974, but many investors are either unaware or unable to find a provider to service the investment. Midland IRA provides investors the freedom to lend from their IRA accounts and receive principal and interest just like a bank. Lending from an IRA gives investors the freedom to set their own terms and have more control over the growth of their retirement funds.
Purchasing non-traditional assets with a self-directed IRA can help individuals diversify their investments, which may guard retirement portfolios against economic changes. Investing in LLCs and trusts is one of the many options available with a self-directed IRA.
An LLC is a legal organization that provides the tax advantages of a partnership while limiting the legal liability of the individual partners in the same way a corporation does. Forming an LLC can be a great way to partner in purchasing investments.
A self-directed retirement plan can invest in most types of private offerings, including c-corps, LLCs, LPs, hedge funds, and more. When investing in private equity with a retirement account, the dividends from investments are paid directly to the retirement account and are either tax-deferred (traditional IRAs) or tax-free (Roth IRAs).
With a Midland self-directed IRA, exchange-traded investments can be made through a broker or dealer, as long as the dealer/broker accept third-party brokerage accounts. Midland IRA allows investors the control of choosing their own investments.
Crowdfunding is reshaping the financial industry and has gained a lot of attention over the past few years. A growing number of investors have wondered if they can use their IRAs to invest through different crowdfunding platforms, and the answer is YES!
Midland IRA allows clients to invest through the platform of their choice, as long as the platform itself accepts IRAs.
Crowdfunding has been helping individuals, companies, and groups raise capital for decades. With a self-directed IRA, investors now have the freedom to take advantage of these opportunities, as well. Midland IRA makes it easy for clients to take control of their retirement funds and choose assets they desire as investments.
A self-directed IRA can buy precious metals as long as the purchased assets meet the IRS requirements. Collectibles are prohibited in IRAs, and some coins are considered as such. Allowable precious metals add diversity to retirement portfolios while hedging against market cycles and inflation.
Most financial professionals across the globe agree that asset diversification can be a key to success. As a premier self-directed plan administrator, Midland IRA is equipped to handle all the unique requirements involved with holding precious metals in your retirement plan. We arrange for storage in a depository, facilitate valuations for IRS reporting, and provide account administration.
In order to maintain a tax-advantaged status, it is important for investors to understand the benefits of investing in precious metals, the rules and guidelines, and the type of precious metals that qualify.
Investors who use self-directed IRAs can use cash from the accounts to purchase shares in hedge funds. Investing in hedge funds can provide the account holders tax-sheltered retirement income and widespread diversity in their retirement portfolios.
Examples of hedge fund asset classes include: equities, fixed income, commodities, and currencies.
Self-directed IRAs allow you the ability to free yourself from the mainstream limitations of typical stocks, bonds, or mutual funds and acquire assets that can do just as well, if not better, than traditional investments. The fact is alternative investment options are themselves nearly limitless, provided you don’t invest in life insurance contracts and collectibles.
While the most popular asset held in a self-directed plan is real estate, there are many other alternative investment options you can choose to use to build retirement income.
Examples of other alternative investments include: accounts receivable, commercial paper, oil and gas options, mineral rights, equipment leasing, structured settlements, timberland, buiding bonds, limited partnerships, rights or warrants, tax lien certificates, and deeds.