Private businesses offer many of the same investment opportunities as large public companies, namely stocks (equity) and bonds (debt) in their capital structure. However, smaller companies, particularly growth-oriented businesses that are long on opportunity but short on strong positive cash flow, may prefer issuance of private shares. Alternatively, others, particularly those with a strong record … Read More
It would be an understatement to say the financial landscape has changed in the past decade. Businesses accept payments with Square, investors buy stocks through apps while listening to podcasts, and cryptocurrency went from geek niche to cultural phenomena overnight. Alongside these is another monumental shift: crowdfunding. What is crowdfunding? Crowdfunding is a type of … Read More
Just as retirement investments aren’t confined to Wall Street, individuals and businesses aren’t restricted to banks when looking for financing. Your self-directed IRA, 401(k), or HSA can take advantage of this by “being the bank” and lending money to borrowers of your choosing. Ready to make money on loans with your tax-advantaged dollars? Click here to open … Read More
A promissory note in which your IRA is the lender allows you to create terms that can be favorable to both your IRA and your borrower. One of the key benefits of promissory notes is flexibility. Although your IRA is technically the “lender”, you decide the payment schedule, the interest rate, and what happens if the … Read More
Investments in small businesses have long been considered noble pursuits among their proponents. For some small businesses today, nobility has taken a backseat to necessity. Want to invest in private equity with a self-directed account? Click here to complete our easy online new account application in a matter of minutes! As we continue to navigate the COVID-19 pandemic, … Read More
You cannot borrow money from your own IRA, but just about any other person or business certainly can. Private lending with a self-directed IRA enables you to utilize the business model you know and trust while harnessing a significant degree of control over your retirement. As with almost any investment approach, there are a number … Read More
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