Just like traditional self-directed IRAs, IRA LLCs have a number of prohibited transactions. Learn what constitutes a violation and how you can avoid them.| Accuplan
With over 11 years in the self-directed IRA industry, I’ve helped individuals take control of their retirement by unlocking the power of alternative investments. I specialize in making complex concepts simple, from private lending and real estate to crypto and precious metals — all within the framework of tax-advantaged accounts. My goal is to educate, simplify, and empower investors to diversify beyond Wall Street.| Accuplan
Disclaimer: This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.| Accuplan
Ben Barker is the Director of Business Development at Accuplan, bringing over 20 years of experience as a fiduciary officer in the financial services industry. With a background in finance and a Certified Estate Advisor (CEA) designation, Ben has served as both an Accounting Manager and a Financial Analyst. He specializes in the creation of business entities and retirement accounts, with a focus on self-directed IRAs and Solo 401(k)s. At Accuplan, Ben oversees client and B2B relationships, he...| Accuplan
If you want to prepare for retirement with a diversified real estate investment strategy allowing for tax-advantaged growth, a real estate investment fund could be your ideal vehicle. If you hold your real estate fund within a self-directed individual retirement account (SDIRA), you can enjoy even greater tax advantages and protect your growing savings for [...] Read More... The post How to Start a Real Estate Investment Fund appeared first on Accuplan.| Accuplan
Unlike a traditional individual retirement account (IRA), a self-directed IRA (SDIRA) allows you to invest in alternative assets like real estate. Investing in real estate can be a powerful move. However, it’s a less straightforward process to use an IRA to buy investment property, especially if your IRA is only funding a portion of the purchase. [...] Read More... The post Using a Portion of a Self-Directed IRA to Purchase an Investment Property appeared first on Accuplan.| Accuplan
Introduction Private placements remain one of the most powerful but often misunderstood opportunities within a Self-Directed IRA (SDIRA). In 2025, private markets are bigger than ever, with startups, private equity funds, and alternative investments attracting record amounts of capital. With an SDIRA, you can unlock access to these opportunities while still enjoying the tax advantages [...] Read More... The post Private Placements Investing inside of an IRA (2025 Update) appeared first on Acc...| Accuplan
Your retirement accounts are your foundation for a secure future. However, changing jobs can raise questions about what happens to your contributions. You might also wonder what happens if you pass away before you retire. Understanding the rules helps you protect your assets and ensure the funds go where you want them to. Fortunately, unused [...] Read More... The post What Happens to Your Unused Retirement Account Contributions? appeared first on Accuplan.| Accuplan
Are you curious about alternative ways to save with your individual retirement account (IRA)? A self-directed IRA (SDIRA) offers the tax advantages of an IRA plus the opportunity to invest in more than just traditional assets like stocks and bonds. SDIRAs require an administrator and custodian. If you’re interested in exploring the possibilities these accounts [...] Read More... The post Smart Questions to Help You Choose a Self-Directed IRA Provider appeared first on Accuplan.| Accuplan
In the U.S., experts expect the economic impact of regulated cannabis sales to exceed $123.6 billion in 2025, a 9% increase from the previous year. The cannabis market is booming, so why not jump in and invest? Cannabis is in a legal gray area, rendering it susceptible to certain risks, but the rapidly growing market also [...] Read More... The post Can You Invest in Cannabis With an IRA? appeared first on Accuplan.| Accuplan
Saving for retirement in a tax-efficient manner is an important goal, and individual retirement accounts (IRAs) are an established tool for doing so. In contrast to conventional IRAs, which you would usually open with a brokerage or bank, self-directed individual retirement accounts (SDIRAs) require a custodial company. SDIRAs are becoming increasingly popular, especially among those [...] Read More... The post Self-Directed IRA Rules and FAQs appeared first on Accuplan.| Accuplan
Inheriting a beneficiary IRA comes with a set of rules. To help you manage your loved one's account properly, this article details what you need to know.| Accuplan
Learn how investing in cryptocurrency for retirement works, from exchanges to tax benefits, and how a Self-Directed IRA makes it simple.| Accuplan
Diversifying your portfolio can help decrease your overall risk and increase returns. Open a self-directed account with Accuplan to diversify your portfolio.| Accuplan
Why should you invest in alternative investments? From diversifying your portfolio to making investing more enjoyable, doing so has many benefits. Learn more.| Accuplan