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IRA

alto podcast
Podcasts
·Jul. 24, 2023

The Fintech Coffee Break – Eric Satz, Alto

This week Isabelle sat down with Eric Satz, founder of Alto to talk about alternative assets' place in IRA investment.
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Rocket Dollar mockups
Fintech
·Mar. 23, 2022

Rocket Dollar improves IRA alternative investment options

People can unlock the power of their IRA and 401K accounts by gaining the ability to purchase private and alternative investments.
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FintechNews RoundupUSA
·Feb. 8, 2018

Lend Academy Article: Tax Efficient Investing and LendingClub IRA Changes

There are unique tax implications when it comes to investing in marketplace lending and investors should consider investing through an IRA; LendingClub is currently offering a bonus for IRA investments and is working with a new preferred custodian. Source

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News RoundupOnline LendingUSA
·Mar. 28, 2017

Lend Academy Article: Invest Efficiently with a Lending Club or Prosper IRA

Lending Club and Prosper allow for tax efficient investing on their platforms through an IRA; Lend Academy provides details on opening an IRA with Lending Club or Prosper and explains why investing in P2P lending is best done through an IRA.  Source

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Peer to Peer Lending
·Mar. 23, 2016

How to Rollover a 401k or IRA to Lending Club and Prosper

We often discuss the benefits of investing in p2p lending in a tax advantaged account, but we haven’t covered the...
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Fintech One-on-One Podcast
·Apr. 12, 2022

Podcast 353: Eric Satz of Alto

On this podcast episode I talk with Eric Satz, the founder and CEO of Alto, the leader in self-directed IRA investing for alternative assets
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AnnouncementsPeer to Peer Lending
·May. 12, 2021

LendingClub Chooses Alto as Their New IRA Provider

Eric Satz soon realized there was a problem. The year was 2014 and he was trying to use his IRA...
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Peer to Peer Lending
·Feb. 7, 2018

Tax Efficient Investing and LendingClub IRA Changes

[Disclaimer: I am not an accountant nor am I qualified to provide tax advice. You should seek professional advice before...
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Peer to Peer Lending
·Mar. 27, 2017

Invest Efficiently with a Lending Club or Prosper IRA

The April 18, 2017 tax deadline also marks your last chance to fund a new traditional IRA or Roth IRA for 2016. Both...
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Blog
·Apr. 7, 2015

Self Directed IRAs – Empowering Individuals to Unlock Their Portfolio Options

[Editor’s note: This is a white paper from Provident Trust Group. Provident Trust Group is a bronze sponsor and will be in...
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