Self Directed IRA Program

 What is a self directed IRA and how does it work?

Living your life without a financial plan is like setting out on a long journey without a destination or a map.

We take pride in delivering the best service, based on our clients’ personal needs. Openness and honesty are the foundations of our business. We maintain high ethical standards that are reflected in everything we do, and we help our clients plan their investment and insurance strategies to suit their current, intermediate, and long term financial objectives.

One of the most widely utilized financial instruments for retirement savings is the IRA structure. Many people saving for retirement, and most financial professionals have heard about an IRA, yet many may not be familiar with a Self-Directed IRA, or have limited knowledge on the subject. A Self-Directed IRA is under the exact same rules as a standard or traditional IRA, yet allows you to diversify from traditional investments to “non-traditional investments.” This can be real estate, deeds of trust, notes, tax liens and other asset types. We will help you use your investment knowledge and proficiency to help you prepare for your retirement.

We believe it’s important to discuss your concerns, questions and expectations, so we'll review all of your quantitative financial information and legal documents, as well as qualitative data such as your health, goals and risk tolerance. We believe that with proper analysis, and thorough education, we can help you determine whether this alternative is prudent for you.

Your decision to take action puts you ahead of 95% of Americans who fail to plan and, thus, may fail to realize their dreams of a secure financial future. A well developed plan will allow you to keep more of what you earned.

1. Introduction to IRAs
2. IRA Market Growth
3. Why Rollovers?
4. Self-Directed IRAs
5. Confusion - IRA Value
6. IRA Options
7. Efficient Alternative
8. Trustee Requirement
9. Possible Problems
10. SD IRA Alternative
11. Increasing Popularity
12. SD IRA Guidelines
13. Practices to Avoid
14. SD IRA Process
15. Why Consider
16. Your SD IRA Team
17. IRA Rules, Restrictions
18. IRS Rules and Restrictions

1. UBTI
2. Frequent Questions
3. Disclosure

Case Studies

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