Investing

Mountain West IRA's Investing expertise equips clients with tailored investment strategies, educational resources, and diverse asset options to help them make informed financial decisions and achieve their retirement goals with confidence.

Forms and Documents

No content available.

Blog Articles

Realistic Retirement Plans

Retirement is seen as a time to enjoy the finer things in life.

Learn More
chevron_right

5 Must Have Characteristics For Successful Real Estate Investing

Over time, real estate investments have afforded many people the powerful combination of appreciation and income.

Learn More
chevron_right

Visualizing Retirement Goals

Visualization is a technique many people use to reach their goals.

Learn More
chevron_right

5 Must-Have Characteristics for Successful Real Estate Investing

Real estate investments have long offered a potent mix of appreciation and income, making them an attractive option for many investors. Investing in real estate through a self-directed IRA has become increasingly popular, offering unique benefits and opportunities to diversify and take greater control of your assets. Remember that while there isn't a definitive formula for success in real estate investing, many successful investors share certain key characteristics.

Learn More
chevron_right

Mixed Portfolio Theory Revisited

In the June 2006 Insights I established the basis for a theory I called at the time “Independent Portfolio Theory.” I have since honed this idea more and developed it into “Mixed Portfolio Theory.”

Learn More
chevron_right

8 Financial Tips Advisors Wish To Know

Financial discipline is a critical subject in that recklessness in spending money may lead to bankruptcy alongside other financial-related problems.

Learn More
chevron_right

Equipment Secured Notes

There are many small companies and start ups short on money and eager to find investors.

Learn More
chevron_right

Investing In Raw Land

When investors with self-directed IRAs consider investing in real estate, they usually think of rental properties or homes they can flip instead of raw land.

Learn More
chevron_right

Who is Eligible to Set up an IRA Account?

This blog provides a comprehensive overview of who is eligible to set up an Individual Retirement Account (IRA), highlighting key eligibility criteria such as age, income requirements, and tax filing status. It emphasizes the flexibility and benefits of both Traditional and Roth IRAs for various groups, including young professionals, self-employed individuals, and those seeking tax advantages or additional retirement savings options. The blog encourages readers to consider IRAs as a powerful tool in their retirement planning, suggesting consultation with a financial advisor to tailor decisions to individual financial situations.

Learn More
chevron_right

What You Need to Know About UBIT-UDFI

Self-directed IRAs are a great way to save for retirement by investing in assets such as real estate, first trust deeds, precious metals, private equity investments, private stock, and private LLCs/LPs.

Learn More
chevron_right

Alt Assets 101 - Why Alternative Assets

Let’s get the obvious question out of the way first. What is an alternative investment?

Learn More
chevron_right

Non-Traditional Assets

Some investors do not realize it is legal to purchase non-traditional assets using an IRA.

Learn More
chevron_right

6 Things Financial Planners Tell Their Friends

Ever wonder what tips a financial advisor gives to his/her friends?

Learn More
chevron_right

Paradigm Commercial Capital Group

Paradigm Commercial Capital Group is a nationally recognized leader in equipment lease and finance.

Learn More
chevron_right

What Type Of Investor Are You?

Each generation faces differing events and challenges that impact their investment strategies. Which type of investor are you?

Learn More
chevron_right

Video Library

No content available.

Frequently Asked Questions

What are the limits to the investments I can make?

Learn More
chevron_right
mountain west ira

Join Our Family and Start Building Generational Wealth.

Meet with our team to explore your personalized journey of building wealth through investing in real estate, promissory notes, precious metals, and other assets using your retirement fund.

Schedule A Consultation
senior couple happy retirement