ASSET CLASS

Other Investments

Contrary to popular belief, the IRS allows a broad spectrum of alternative assets in tax-advantaged plans.

If you can invest in it with your personal money, there’s a great chance you can invest in it with your self-directed IRA, Solo 401(k), or Health Savings Account.

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AT A GLANCE

What should you know about investing in other alternative assets?

Oil and Mineral Rights

Purchase the rights, on a per-acre basis, to oil and gas resources beneath a plot of land. Those rights are leased to an oil company that then excavates the actual resources and distributes royalty payments to your account.

Timber

Buy actual trees, be they koa trees in Hawaii or any other worthy timber investment.

Air and Space

Invest in industries where literally the sky is the limit! 

Livestock

Tap the agriculture industry by investing in physical livestock.

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How to acquire other alternative assets?

OTHER INVESTMENTS

The world is your portfolio

With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds and savings  in the assets you’re most passionate or knowledgeable about. 

From start-ups to small businesses, if you can find it, we will help you fund it.

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EDUCATION CENTER

Want to learn more about other investments?

Essential Viewing

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Investing in Oil and Gas Royalties

Upcoming IRA Live Events

  • Wed26 May
    12:00PMMDT
    Thinking Beyond the 529: Creative Ways to Save for Your Children’s College Education
    ONLINESaving for your children’s education can be a wonderful way to set them up for success. College is a major investment, as the average four-year public school costs roughly $84,000, while the average four-year private college costs $188,000. While there are many ways to save for college, including Education Savings Accounts (ESAs), 529 Plans, and UGMA or UTMA accounts, the various savings plans all have different rules and benefits.

    Join Seth Rosenberg CLU®, CFP®, LUTCF®, GFS® with Ability First Financial to learn about lesser-known yet highly effective ways to save for your children’s education, and more importantly WHY you should consider them. If you have children or grandchildren who plan to attend college, this webinar is for you.
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