News & Events

  In today’s volatile financial landscape, many investors are constantly seeking ways to protect their hard-earned assets. One looming concern is the unpredictable nature of inflation. As conventional assets like stocks and bonds can be heavily impacted, individuals are turning their attention towards alternative investments as a potential hedge against inflation. But are these alternative

  Investors have a couple of options when they choose to put their money in an IRA: control the investment, or let someone else make choices on their behalf. The difference is in the choice of an IRA account, whether choosing a self-directed IRA or a regular traditional IRA. Both will still defer taxes until

A Self-Directed IRA allows you more investment flexibility than many other retirement plans, but it is of the utmost importance that individuals adhere to self-directed IRA rules. Below, you’ll find 5 Self-Directed IRA Rules every investor should know.   Rule #1: Certain Assets are Considered Prohibited Investments Self-Directed IRAs grant access to a world of

  Self-directed Individual Retirement Accounts (IRAs) provide investors with the opportunity to diversify their investment portfolios by investing in assets outside of traditional markets. However, knowing where to start alternative asset research can be a challenging task for many investors. While it is true that alternative assets differ significantly from stocks, prudent investors can still

Self-directing with retirement funds has increased in popularity over the past few years. While they’ve been around since the ’70s, Self-Directed IRAs (SDIRA) are still considered unfamiliar by many. While all IRAs are prohibited from a short list of investments deemed unfit by the IRS (https://www.irs.gov/retirement-plans/retirement-plan-investments-faqs), Self-Directed IRAs open a world of opportunity-from alternative assets

  Exploring the allowable and non-allowable investment options for your IRA can be a bit overwhelming. In addition, the numerous IRA types and regulations surrounding them can be daunting. Generally, most IRA types are designed to hold traditional investments such as stocks, bonds, and certificates of deposit, among others. However, for investors who wish to

  Women are at greater risk of spending all or part of their retirement in poverty than men. The gender pay gap and the difference in life expectancy are two main reasons for this discrepancy. Over their lifetime, the average woman makes less, works less, and is less likely to have full-time employment than the

  Individual Retirement Accounts (IRAs) are designed to assist investors in saving for retirement. While some investors may prefer to open only a single account type, such as a Roth IRA or Traditional IRA, others may choose to open one of each to maximize their retirement potential. For investors seeking answers to the question “how

Finance executives host a panel presenting key insights on crypto custody for investors in 2023 LOS ANGELES, April 14, 2023 —  BitcoinIRA, the world’s first and most trusted digital asset IRA technology platform, today announced an upcoming webinar titled “Crypto Security – What Investors Need to Know: A Conversation with BitGo, BitcoinIRA, and Digital Trust” held

  With inflation at multi-decade highs and prices increasing across the board, everyone seems to be talking about the impact of inflation. What’s more concerning is how inflation will affect the economy and your investments. The market has dropped significantly, but inflation has not gone away — so how do you prepare your portfolio to

  It’s easy to fall into the trap of thinking the only investment opportunities are in stocks, bonds and ETFs. Thanks to self-directed IRAs, there are many ways to get creative and find viable investments for your retirement account. For instance, investors can make a partial stake in a large rental property or hold another

  After deciding on their favorite retirement vehicle, whether a 401(k), traditional or Roth IRA or Self-Directed IRA, the next step for smart investors could be to consider how to allocate those funds. There are several topics to consider when deciding the best avenue for a retirement portfolio asset breakdown including but not limited to:

  Smart investors are keenly aware that the Fed has raised interest rates in an effort to fight inflation. The rate hike is expected to encourage savings in the short term, so how do these higher interest rates impact long-term investments held in your retirement account? The affect that interest rates can have on a

The self-directed IRA has been allowing retirement savers to invest in alternative assets since 1997 when Congress lifted diversification restrictions. While there are still restrictions on some types of investment vehicles, the Taxpayer Relief Act of 1997 opened the door to a whole new world of retirement investing, like gold, real estate, and now crypto.

  It can be challenging for investors to wade through all the tips and suggestions from friends, family, co-workers, and the internet regarding planning for retirement. Although you may have been told 1,001 things you should and shouldn’t do, there’s a good chance that some of these ideas aren’t true. In fact, some of these

  During the Global Financial Crisis from 2007-2009, the mechanics of the underlying market began to change. Central banks implemented quantitative easing (QE) programs worldwide to keep banks afloat and the markets on the up and up. These programs worked wonders initially, spurring a long-standing bull market that was met with continued QE any time

Portfolio diversification is a popular topic that has different meanings to different people. What most people can agree on, though, is that the aim of a diversified portfolio is to maintain overall positive growth through market fluctuation. So now you may be wondering how to diversify your retirement portfolio. Typically, one could start with an

Whether you’re just getting started or you’ve been investing with a self-directed account for years, being aware of upcoming tax dates and deadlines should help you stay ahead in the 2022 tax year.      JANUARY 31  Digital Trust mails all account owners the following:  Forms 1099-R, 1099-INT, 1099-Q, and 1099-SA (as applicable)  2021 Annual Account

Building a portfolio over time takes patience, interest, and investment knowledge. But letting it sit could mean missing out on opportunities to take advantage of better returns with different allocations. The longevity of an overall investment hinges on understanding what is a risk profile and personal portfolio balancing strategies.   What is Portfolio Rebalancing? Portfolio

Recent upticks in the United States Inflation Rate have brought attention to the economic term: inflation. It’s easy to notice that everyday items like a gallon of gas and a loaf of bread cost more than they did a year ago, but what does that mean for a typical consumer’s investments? The inflation and investing

The world of self-directed investing with a SDIRA can seem complicated at first, but it can also be well worth the learning curve once your account is set up and running. Whether you’re just getting started or you’ve been investing with a self-directed account for years, it’s helpful to know the basics. To better serve