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The best mechanisms people wanting to invest with their values on the path to financial independence (FI) in the U.S. have available may well be self-directed IRAs (SDIRA) and Solo 401ks. Not only do these little known self-directed retirement accounts allow one to make a wide range of alternative investments, they offer a way for investors to truly diversify their retirement investments and increase their financial resilience. These accounts generally require much more active participation on the part of the account holder than their mainstream cousins. And there is a good bit to learn to successfully navigate these waters amidst the IRS rules pertaining to them. However, that shouldn’t deter those of us who want to be making more socially responsible investments from considering them because they unlock opportunities to truly make meaningful and impactful investments. Continue reading “Socially Conscious Financial Independence through Self-Directed IRAs & Solo 401ks – Part I”