September 11, 2023

Expand Your Retirement Horizons with a Self-Directed IRA in Arizona

Written By: Daniel Gleich

Key Points 

  • A Self-Directed IRA (SDIRA) in Arizona offers opportunities to invest in real estate and possibly benefit from the state's rapid population growth.
  • In addition to real estate, you can also invest in private businesses and precious metals through your Self-Directed IRA.
  • You can gain even more control of your retirement investing when you establish an IRA LLC to upgrade your Self-Directed IRA to a Checkbook IRA.
Houses-between-Saguaros-Cacti-in-Tucson-Arizona-Self-Directed-IRA

As the sun shines over the majestic landscapes of Arizona, there's an investment vehicle that can help you explore new opportunities far and wide. Wherever you call home in the Grand Canyon State, investing with a Self-Directed IRA in Arizona can unlock a world of possibilities and pave the way toward a prosperous retirement. With a Self-Directed IRA in Arizona, you have the freedom and tax advantages to:

Buy Real Estate

Arizona-Resort-Cactus-Sunset

Arizona isn't just a place of natural wonders and breathtaking scenery; it's also a great place to live. It’s one of the fastest-growing states in the nation, attracting people from all over the country. With its diverse cities and attractive living standards, it's no wonder that Arizona scores highly in various quality of life rankings. The growing population is part of why Arizona is typically a hot market for real estate investing.

When using a Self-Directed IRA to buy real estate, Arizona offers all sorts of opportunities. Cities like Phoenix, Scottsdale, and Tucson have seen significant population growth, leading to increased demand for rental properties. By purchasing real estate through a Self-Directed IRA in Arizona, you can potentially capitalize on this trend. Not only can you benefit from potential appreciation, but you can also enjoy the tax-deferred or tax-free status of a Self-Directed IRA (SDIRA).

Invest in Private Businesses

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Arizona is a thriving hub for business. The state boasts a low cost of doing business, excellent infrastructure, a talented workforce, and business-friendly policies. It consistently ranks among the top states for business, attracting entrepreneurs as well as investors. With a Self-Directed IRA, you can seize the opportunity to invest in private companies and startups across various industries.

By investing in private businesses with your Self-Directed IRA in Arizona, you become a part of the state's entrepreneurial spirit. From technology startups in Phoenix to innovative companies in Tucson, you can support local and large businesses alike, and potentially reap the rewards of their success. Your Self-Directed IRA gives you the flexibility to diversify your portfolio and participate in the growth of Arizona's vibrant business ecosystem. You can also invest in private businesses all over the country.

Hold Precious Metals

Precious metals can possibly provide a sense of security and stability. Gold, silver, platinum, or palladium are widely viewed as a hedge against market volatility. With a Self-Directed IRA in Arizona, you have the opportunity to include precious metals in your investment strategy. By diversifying your portfolio beyond Wall Street products, you can invest in assets that are typically uncorrelated with stocks and bonds. You can also potentially benefit from the long-term value that precious metals typically hold.

Establish an IRA LLC

blocks with the letters LLC printed on them with a calculator in background

To further enhance control and flexibility of your Self-Directed IRA investments, consider establishing an IRA LLC, also known as a Checkbook IRA. With an IRA LLC, you gain checkbook control, allowing you to manage everyday investment transactions without going through your custodian. Arizona provides a favorable environment for establishing an LLC, with straightforward processes and business-friendly regulations.

When you form an LLC for your Self-Directed IRA (SDIRA) in Arizona through our sister company, Broad Financial, the LLC setup process is fast and seamless. You will then have the freedom to write checks and send wires from a dedicated checking account tied to your IRA LLC. This allows you to act faster on investment decisions so you can quickly seal the deal when you’re ready to place an investment.

Get Started with Opening a Self-Directed IRA in Arizona

Embarking on your Self-Directed IRA journey in Arizona is simple and hassle-free with Madison Trust. We’re here to guide you through the process, from account opening to funding to understanding the investment process for various alternative assets. Learn more and get started today!


Disclaimer: All of the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

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