SDIRAs: Common Questions for a HNW Client’s Portfolio Answered
As high-net-worth (HNW) investors continue exploring private placements and real estate to diversify their retirement portfolios, self-directed IRAs (SDIRAs) have become a powerful, yet often misunderstood, tool. These accounts can provide access to alternative assets like multifamily real estate, but they also come with strict IRS rules and operational nuances that advisors must navigate carefully. […]