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Most investors are told their retirement future depends on Wall Street—stocks, bonds, and index funds. But there's a broader landscape of opportunities hidden in plain sight.
Wealth Beyond Wall Street is an essential field manual for anyone curious about how retirement accounts can be used in more diverse ways. Drawing on nearly 20 years of experience educating over 100,000 investors, John Bowens brings together the key information, rules, and real-world examples behind self-directed IRAs, Roth IRAs, Solo 401(k)s, and HSAs.
Inside, readers will discover:
The foundations of self-directed retirement accounts. How others have used them to invest in real estate, private lending, startups, precious metals, and more. The IRS guidelines every investor must understand, including disqualified persons, prohibited transactions, and UBIT/UDFI.Rather than theory or hype, this book delivers a clear, field-ready guide to the tools, strategies, and case studies that have helped investors move beyond Wall Street and explore new possibilities for their financial future.
