For real estate investors, self-directed IRAs allow them to invest in what they know, easily access capital and gain tax advantages.

One of the “best kept secrets” in the real estate industry is that you can invest with a self-directed IRA. Be sure to understand your options and the do’s and don’ts of investing in an IRA first.

Many investors are familiar with real estate, but are not familiar with the rules or how to invest with a self-directed IRA. An experienced client service team can help along the way.

In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

If 2020 has you reassessing your risk tolerance and investment strategy, broadening portfolio asset allocation may help reduce risk and improve long-term outcomes.