Action Hub

Put your SDIRA to work with these actionable strategies, tips, and examples for mature investors who are ready to bring their SDIRA investment plans to fruition.

Investment Opportunities

Explore SDIRA for a diversified portfolio beyond stocks, including real estate, precious metals, and cryptocurrencies.

  • Guides on SDIRA rules and regulations.
  • Articles on investment strategies.
  • Webinars and workshops for education.
Oil & Gas Mineral Rights
Oil & Gas Mineral Rights
Precious Metals
Precious Metals
Real Estate
Real Estate
Tax Liens Deeds
Tax Liens & Deeds
Private Equity Startups
Private Equity & Startups

Advanced Investment Strategies for SDIRA Investors

Whether you’re looking to diversify further, leverage your investments, or explore new asset classes, this guide provides the insights you need to enhance your investment journey.

Diversification Beyond 
Traditional Assets

Diversification is key to a robust investment strategy. Beyond the usual stocks and bonds, consider these avenues for broadening your portfolio.

Join forces with other investors to access larger, potentially more lucrative real estate deals. These collective investments can unlock.

Tap into the growth potential of startups and private companies. Investing in private equity through your SDIRA can offer substantial rewards, albeit with higher risks and longer investment horizons.

Tax Strategies and Estate Planning

Maximize the tax efficiency of your SDIRA and ensure it aligns with your estate planning.

Consider converting Traditional SDIRA assets to a Roth SDIRA for tax-free growth, especially during lower-income years or expected tax rate increases.

Properly designate beneficiaries and consider the use of trusts to ensure your SDIRA contributes to your estate planning goals seamlessly.

Exploring Alternative Investments

The world of alternative investments offers exciting opportunities for growth and diversification.

Venture into the digital age by investing in cryptocurrencies. While volatile, these assets can provide significant returns and diversification benefits.

Gold, silver, and other commodities serve as a hedge against inflation and economic uncertainty, adding a layer of security to your investment portfolio.

Due Diligence Checklist

Checklist for evaluating potential custodians, ensuring users make informed decisions.

Mitigating Risks

Advanced investing comes with increased risks. Implement robust due diligence processes, regularly rebalance your portfolio, and consider stop-loss strategies for volatile investments.

Understanding UDFI

Leveraging investments within an SDIRA can lead to Unrelated Debt Financed Income (UDFI), subject to taxation. Familiarize yourself with these implications to strategically plan your investments.

Expand Your Investment Acumen

Our suite of resources, from advanced calculators to expert-led webinars, is designed to support your journey through advanced SDIRA investing. Dive deeper, explore wisely, and transform your retirement savings into a powerhouse of potential.

and Legal Considerations

Make sure you are up to date with the latest compliance guidelines.

  • Guides on SDIRA rules and regulations.
  • Articles on investment strategies.
  • Webinars and workshops for education.

Understanding IRS Regulations

This section breaks down the key rules, highlights prohibited transactions, and clarifies who is considered a disqualified person, providing you with a solid foundation to navigate the regulatory landscape confidently and make informed investment decisions.

Navigating Complex Investment Structures

Explore the complexities of various investment structures within SDIRAs, from checkbook control to joint ventures. This guide simplifies the intricacies, helping you understand how to utilize these structures effectively while ensuring compliance with SDIRA regulations.

Legal Responsibilities of SDIRA Holders

Unpack the essential legal responsibilities that come with managing a Self-Directed IRA. This overview focuses on the investor’s role in due diligence, accurate record-keeping, and adhering to IRS rules, ensuring that every investment decision aligns with regulatory requirements for a compliant and fruitful SDIRA experience.

Compliance Strategies and Best Practices

This section provides actionable guidance on avoiding common pitfalls, engaging with professionals for advice, and implementing robust strategies to ensure your investments meet all regulatory standards for a worry-free investing journey.


Whether you’re starting your journey, looking to diversify your investments, or seeking advanced strategies, our resources are designed to empower your decisions.

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