Investor News

While every investment carries some degree of risk, alternative assets held in self-directed IRAs have some risks that differ from standard IRAs offered by registered broker-dealers and investment advisors (i.e. Vanguard, Merrill Lynch, etc.) that ...

Understanding how investors are using self-directed IRAs to access alternative investments STRATA Trust Company conducted its fourth Self-Directed IRA Investor Survey in July 2025. The survey was distributed to self-directed IRA accountholders who collectively have ...

The world’s wealthiest investors have long recognized that diversifying into alternative assets—that’s any investment that falls outside of traditional asset classes—may reduce overall portfolio volatility and enhance potential return. That’s because alternative assets, which can ...

When planning for retirement, many investors stick to familiar ground—stocks, bonds, and mutual funds. But for those looking to broaden their investment strategy and tap into new growth opportunities, futures trading could be an intriguing ...

When it comes to retirement planning, much of the focus is rightly placed on contributions, investments, and tax strategies. But there's one simple step that’s often overlooked—and it can make all the difference in ensuring ...

Real estate is a popular retirement investment among self-directed IRA investors. While purchasing real estate within an IRA has been around for many years, finding an IRA provider who is willing to service this type ...

Although the required minimum distribution (RMD) rules have always been complicated, they tended to stay the same from year to year, which made them easier to follow. But that changed in 2019 with the passage ...

As a result of political news, including Trump’s looming tariffs, the price of gold continues to soar. Current geopolitical uncertainty is currently driving investors towards gold. Inflation fears have significantly impacted gold prices, pushing them higher ...

Investing in real estate with an alternative IRA can be a great way to diversify retirement savings beyond traditional stocks and bonds. While most IRAs restrict investment options to publicly traded assets, an alternative IRA ...

Congress has granted special tax benefits to promote saving for retirement. In turn, it is expected that savers will not abuse the privilege or take unwarranted risks with assets. The prohibited transaction rules are designed ...