Do you know about Self-Directed IRAs?
Not enough financial professionals know about this valuable tool to help build wealth in their clients’ retirement portfolios.
Internal Revenue Code Section 408 provides investors the opportunity to invest their retirement funds in a vast array of investment vehicles, including ‘alternative’ assets (or non- publicly-traded securities). Consequently, a true "self-directed" IRA provides unparalleled asset allocation, thereby resulting in a truly well-balanced retirement portfolio.
As a trusted financial advisor, tax advisor, real estate professional, accountant or attorney, you have the incredible opportunity to introduce this valuable financial tool to your client base, potentially creating more business opportunities for yourself.
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Self-Directed IRAs are not just about Real Estate!
A popular myth among financial professionals is that Self-Directed IRAs are only for real estate investing. This is not true! Excluding certain life insurance policies and collectibles, a Self-Directed IRA can invest in:
- Real estate (including residential, commercial, vacation properties; vacant land; farm land;
- trust deeds; non-traded REITs; tax liens; etc.)
- IRA LLCs and Asset Trusts
- Precious metals
- Private placements
- Private stock
- Joint ventures
- Foreign currency
- Private and corporate debt
- Crowdfunding opportunities
- Oil, mineral and gas royalties
- Structured settlements
- and many more...
To learn more about these asset classes, click here.
Why IRA Services Trust Company?
It's important to partner with an IRA custodian that has significant experience administering self-directed retirement accounts and the particular knowledge required to navigate administrative complexities and IRS guidelines.
As the choice Self-Directed IRA Custodian in the industry, IRA Services Trust Company has been providing unmatched retirement program services for over 30 years. Offering the highest level of customer service and the most competitive fees in the industry, we currently service over 40,000 clients with over $4 billion in assets under custody.
We currently work with over 2,000 financial and investment professionals, assisting their clients with opening accounts, funding them, and making investments, as well facilitating the transfer of assets “in-kind” from other IRA custodians.
For more information, call 800.248.8447 and ask for a Business Development Specialist.