Invest
Your retirement plan can own more than stocks
Achieve true diversification with real estate, private lending, digital assets, private equity and more.
38 articles·6 topics
Explore by Asset Class
Popular asset classes your self-directed plan can hold, with workflows, rules, and expert tips.
Real Estate
Real estate is the most familiar alternative asset for retirement investors, and Checkbook Control makes it practical to act on. You can purchase rental property, raw land, or a fix-and-flip project directly from your plan, using non-recourse ...
Explore topicNotes and Private Lending
Private lending lets your plan take on the role of the lender, earning interest instead of paying it. Through a self-directed IRA or Solo 401(k), you can originate or purchase promissory notes secured by real estate or other collateral, structuring ...
Explore topicBitcoin & Cryptocurrency
Cryptocurrency held in a self-directed plan gives you the same digital asset exposure you would have personally, with the added benefit of tax-advantaged growth. Checkbook Control lets you move quickly on exchanges and hold assets in cold storage ...
Explore topicInvestment Funds
Real estate syndications, private funds, crowdfunding offerings, and non-traded REITs, open the door to deals and diversification that would be hard to reach on your own. Your self-directed plan can invest directly as a limited partner or fund ...
Explore topicTax Liens & Deeds
Tax lien and tax deed investing lets your plan participate in local government auctions, purchasing the right to collect on delinquent property taxes or acquiring property outright. It is a specialized corner of real estate investing, with its own ...
Explore topicPrivate Placements
Private placements open your plan to venture capital, angel investing, and direct ownership in private companies. A self-directed IRA or Solo 401(k) can take an equity stake alongside other investors, sharing in a company's growth from outside the ...
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