Maximize Your Portfolio: Exploring the Power of Self-Directed IRAs

Self-Directed IRAs (SD IRAs) allow you to diversify your retirement savings but one compliance mistake could leave you with hefty penalties. Are you willing to navigate the risks? The benefits of SD IRAs are that they offer more control and flexibility than traditional retirement accounts but they come with unique challenges and responsibilities. Erica and Erin explain how SD IRAs work, the investments they allow, and the compliance rules that can make or break your strategy.

Here’s What You’ll Learn:

• What makes SD IRAs different from traditional and Roth IRAs
• The types of alternative assets you can and can’t invest in
• Compliance traps that could trigger penalties and tax liabilities
• How custodians safeguard your investments and keep you IRS-compliant

If you’re looking to diversify your retirement portfolio beyond stocks and bonds, SD IRAs open up a world of alternative investments. Without understanding the rules though, you risk losing the tax benefits. Don’t gamble with your future, listen in to see if managing an SD IRA might be right for you! Tune in now to Alternative Investments Chat and get the insights you need!

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