One Equity Trust client used his I.R.A. funds to issue a promissory note, so his friend could acquire a property to start a group home for veterans suffering from post-traumatic stress. Another provided capital for small businesses seeking to expand. A third helped medical offices purchase X-ray and imaging equipment. "It's also inspiring other people to find a mission to diversify or expand their retirement portfolio but also giving back," Mr. Wilson said.
Many people aren't aware of self-directed I.R.A.s, although they have been around since 1974, when the I.R.A. was established....
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