Unlock Private Investments with Your Retirement Account

Many physicians don’t realize they can use their IRA or old 401(k) to invest in real estate, oil, tech, or even private foundations. We help you do it the smart way — with clarity, compliance, and capital growth in mind.

税制優遇による資産形成
税制優遇による資産形成

What is a Self-Directed IRA?

A Self-Directed IRA (SDIRA) is a retirement account that allows you to invest in alternative assets — beyond stocks and mutual funds.

Eligible accounts:

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • SIMPLE IRA

  • Solo 401(k) rollover

Allowed Asset Types Not Allowed (Per IRS)
✅ 不動産 ❌ Life insurance
✅ Private equity or angel deals ❌ Collectibles
✅ Oil & gas partnerships ❌ Self-dealing (e.g., buying your own property)
✅ Land entitlements ❌ Services provided to your own IRA asset (e.g., managing tenants yourself)
✅ Crypto or commodities –
✅ Private lending –

🧾 Tax Deferral

Profits grow without immediate tax — until withdrawal

🚫 No Cap Gains Tax

Sell real estate or equity holdings without triggering capital gains

🔁 Diversification

Get off Wall Street. Add real assets, cash flow, or tax-advantaged growth

🔒 Control

Choose what you invest in — and when. You’re not locked into a fund menu.

Real Example – IRA Real Estate DealReal Example – IRA Real Estate Deal

Investor uses $150K from old 401(k) to buy into a Section 8 rental
• Monthly rent: $1,295
• Managed 100% passively
• Depreciation doesn’t help (since it’s tax-sheltered) — but cash flow does
• Reinvested into another IRA deal after sale — compounding growth without tax

Common Questions

Only if you’ve left that job — otherwise, it’s usually locked.

No. You (and close family) can’t provide services to your IRA’s investment.

Yes — some are IRA-compliant. We flag which ones are eligible.

We refer to vetted custodians like [insert name], or you can bring your own.

Our Role (GigHz Positioning)

We’re not custodians. We’re capital strategists and co-investors.

We help you:

  • Find IRA-eligible real estate or private placement deals

  • Avoid common self-dealing mistakes

  • Integrate IRA strategies into your broader capital plan

  • Stay compliant while growing your retirement assets with purpose

掘削税制優遇措置

Invest with Your IRA

当社が提案する全ての機会には共同投資を行います。無作為な提案は一切ありません。医師や高所得者であるあなたのために、厳選された個別対応の道筋をご提供します。.

Welcome to GigHz Strategy

Let’s start with some quick basics so we can support you best.

What Brings You Here?

Choose anything that applies — no pressure to overexplain.

該当するものを選択してください

What Are Your Goals (or Frustrations) Right Now?

Examples: reduce taxes, grow income, evaluate a deal, scale something that works, get clarity on options.

Where Are You Today Financially?

This helps us recommend the right resources and tailor follow-up.

What Else Should We Know?

Time constraints? Specific questions? Anything that’s on your mind.

Thank You

I've received your request and will review it personally. You can expect to hear from me within 24-48 hours with next steps tailored to your specific needs.

What happens next: I'll analyze your request and prepare relevant resources to make our initial conversation productive. For urgent matters, I'll reach out via your preferred contact method as soon as possible. Feel free to email me directly at [email protected] if you think of any additional details to share before our call.

IRA vs. Taxable Investing: What’s the Difference?

 

🔐 Self-Directed IRA 💼 Taxable Brokerage / Personal Capital
✅ Tax-Deferred (or Tax-Free) ❌ Taxed Annually (on gains, dividends, interest)
❌ No Depreciation Benefit ✅ Can Use Depreciation to Offset Income
❌ No Capital Loss Harvesting ✅ Can Offset Gains with Capital Losses
✅ No Immediate Tax on Gains ❌ Taxed on Sale (Short/Long-Term Gains)
✅ Real Estate, Oil, Tech, Crypto Eligible ✅ Same Access — but with different tax treatment
❌ Can’t Use or Touch the Asset ✅ Can Use, Visit, or Manage It (If You Want)
✅ Compound Growth Untaxed Until Withdrawal ❌ Growth Taxed Along the Way
❌ Early Withdrawal Penalty (<59½) ✅ Flexible Liquidity (No Penalties)
🧾 Great for Passive, Long-Horizon Assets 💸 Great for Tax-Strategic, Depreciation-Heavy Deals

 

💬 Summary
  • Use IRA for: passive investments, long-hold real estate, oil with no need for depreciation, or startup equity.
  • Use Taxable for: short-term projects, deals with major depreciation (e.g. cost segregation), or Section 8 rental cash flow with tax offset goals.
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Ready to Grow Your IRA Outside Wall Street?

We’ll send you IRA-eligible deals and refer you to custodians who specialize in high-income professionals. Take control of your retirement — with the right team behind you.