Self-Directed IRA
Diversify your retirement holdings
There are other options beyond stocks and money market accounts for your retirement account 401k. Moving your traditional IRA account to a self-directed IRA removes some of the asset limitations that a traditional IRA account has and provides you with another way to fund your real property investment.
These IRS-permitted investment types include (but are not limited to): real estate, stocks, mortgages, franchises, partnerships, private equity and tax liens. By allowing a wide range of investment choices, self-directed IRAs improve your ability to diversify your IRA portfolio(s). In addition to providing you with the ability to fund outside investments, the profits of an LLC, pass through to your IRA with nearly identical tax favorable treatment.
Your accountant will be able to help you through the process of self-directing your IRA. And, if you are interested in leveraging your IRA, but first want to learn more about the opportunity, please contact us. You can also learn more about how apartment investing works here.
Here are some additional articles and resources on the subject:
Retirement Plans, FAQs regarding IRAs
Why You Need a Self-Directed IRA
The Motley Fool, January 8th, 2009 -
By Dan Caplinger
Are you tired of seeing your retirement balances go down? If so, a select group of IRA providers have just the product for you.
Most investors stick with ordinary types of investments in their retirement accounts, opting for stocks, bonds, mutual funds, and ETFs. But while those may be the most popular assets you'll find within retirement accounts, they definitely aren't the only ones allowed.
Take charge of your IRA
Fortune Small Business, May 30th, 2007
More and more entrepreneurs are using their IRA funds to invest in real estate, private equity and even their own businesses.
Blaze Your Own IRA Trail
Business Week, February 6th, 2006
With a "self-directed" account, your funds can seek out unconventional investments
Using an I.R.A. to Buy Real Estate
New York Times, April 17, 2005.
FACTS:
“The financial crisis that we are going through is causing people to realize that they need to take control of their retirement account. You can use your retirement account to purchase local insurable apartment buildings. Affordable housing is unlikely to be outsourced to China or India any time soon.”
Erik Mattson - Partner
“Stock market refugees can find stable returns and piece of mind investing in apartment buildings.”
Brad Meyer - Partner
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