Investing in What You Know Best

Many investors are surprised to learn they are not limited to stocks, bonds, and mutual funds when it comes to retirement investing. You can use Self-Directed IRAs or other retirement accounts to invest in a variety of alternative assets. This includes real estate, energy, tax liens, promissory notes, private entities (such as an LLC), cryptocurrency, and more.

Investors who open Self-Directed accounts often do so to strengthen their portfolios with diverse alternative investments, while staying in a tax-advantaged environment.

Some investors have never heard of Self-Directed retirement investing, but the concept is not new. Since the inception of IRAs in 1974, the IRS has only listed a handful of items that are not permitted in an IRA, which are listed in IRS Publication 590. These items include things like collectibles (art, wine, antique rugs, baseball cards, etc.)

Why Invest with a Self-Directed IRA?

The government established the IRA to help you save for your future in a tax-advantaged environment.

Three Ways an IRA Could Benefit You:

TAX BENEFITS

Profits in an IRA are not subject to capital gains taxes. In a Roth IRA, distributions are also not taxable.

MEGA-COMPOUND INTEREST

Earn interest on your investment, and then interest on that interest! These effects are further multiplied in your tax-advantaged IRA.

PRESERVE YOUR WEALTH

Your account stays with you even if you change employers, and can be passed down to your beneficiaries. Some plans even allow the passing of assets without incurring any taxes.

IRA Partnering with Jacob Grant Capital.

Just starting out? Got a big investment in mind? Join Jacob Grant Capital as a partner to access larger investment opportunities.