Investor News

The Retirement Industry Trust Association (RITA) continues to emphasize the importance of education in the use of self-directed accounts. As investors explore more ways to diversify and optimize tax efficiency, new applications of self-direction are ...

For decades, most retirement investors have been conditioned to believe their retirement accounts are limited to traditional Wall Street products like stocks, mutual funds, ETFs, and bonds. Yet many investors are surprised to discover that ...

A Single-Member IRA LLC, often called a “Checkbook Control IRA,” is a way for investors to have more direct say over what they hold in their self-directed IRA. With this setup, the IRA owns a ...

Investing in real estate through a self-directed IRA can be a powerful way to build long-term wealth and diversify your retirement portfolio. But for first-time investors, the process can feel overwhelming. You’re not only evaluating potential properties—you’re also managing IRS compliance, custodial ...

Self-directed individual retirement arrangements (IRAs) have become an increasingly popular choice for investors seeking greater control and diversification in their retirement portfolios. Traditional self-directed IRAs allow individuals to invest in a wide range of alternative ...

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 ...