Alternative Investments in Retirement Accounts

Since the creation of the Individual Retirement Account (IRA) in 1974, few investment firms have developed expertise in alternative investments.  Most investment firms who offer retirement accounts focus on stocks, bonds, mutual funds and CDs.  This creates a misperception that traditional investments are the only options for retirement plans.

The fact is that ever since IRAs were first established by Congress, the Internal Revenue Code has allowed them to include a broad range of non-traditional investments.  With so many investors now searching for new ways to diversify beyond traditional investments to make up for lagging stock market returns, new ways to spread risk and optimize portfolios, why not take advantage of all the tools available?  That’s why a record number of investors are now using IRAs to invest in alternatives, with the added benefit of a tax-free or tax-advantaged status.

Our retirement account investment options provide you with the ability to invest in traditional investments like stocks, mutual funds, bonds, private placements and non-standard assets, including:

  • Real estate
  • Private Equity (Private Stock, LLC, LP)
  • Private Debt (Promissory Notes, Deeds of Trust, Structured Settlements, Corporate Debt)
  • Commodities and Managed Futures

At Blueprint Wealth Management we offer both traditional and non-traditional investment options.  Let us help you explore all of your options!