Permissible Investments

Hey, fair is fair! If we list prohibited investments, we should only be fair and list permissible assets investments. Listing the prohibited assets are important….those are assets that are truly prohibited by the IRS. However, what are some examples of assets that you may have not considered…permissible assets? My guess is that you even be able to add some more to the list!

Real Estate

  • Residential
  • Commercial
  • Lease Options
  • Renovations
  • Rentals
  • New Construction
  • Foreclosures
  • Raw Land
  • Development
  • and, more!

Businesses

  • Professional
  • Start-Ups
  • Franchises
  • Retail
  • Public
  • and, more!

Financial Paper

  • Loans
  • Mortages
  • Deeds of Trust
  • Discounted Notes
  • Tax Liens
  • Factoring

Financial Markets

  • Stocks
  • Bonds
  • Mutual Funds
  • Options
  • Limited Partnership
  • REITs
  • Annuities
  • Covered Calls
  • Futures
  • Commodities

CryptoCurrency

  • Bitcoin
  • Ethereum
  • Ripple