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Resources

Investment Charts

Visual guides to help you understand investment options and regulations

Allowed Investments

  • Real Estate (residential, commercial, raw land)
  • Precious Metals (gold, silver, platinum, palladium)
  • Private Equity & Private Placements
  • Promissory Notes & Private Lending
  • Tax Liens & Tax Deeds
  • Farmland & Agricultural Investments
  • Cryptocurrency & Digital Assets
  • LLC Interests & Limited Partnerships

Prohibited Investments

  • Life Insurance Contracts
  • Collectibles (art, antiques, rugs, gems)
  • S-Corporation Stock
Important Note

While the IRS prohibits certain investments, there are specific exceptions. For example, certain precious metals bullion and coins are allowed. Always consult with a tax professional for specific guidance.

Popular Investment Categories

Real Estate

Rental properties, fix-and-flips, commercial buildings

Private Equity

Startups, private companies, venture capital

Precious Metals

Gold, silver, platinum bullion and coins

Private Lending

Promissory notes, hard money loans

Download Complete Investment Guide

Get our comprehensive PDF guide with detailed charts, examples, and IRS guidelines for self-directed IRA investments.

Download Investment Guide (PDF)

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