248-363-0100

Self Directed IRA/401k Companies

Self  Directed IRA Companies

http://www.trustetc.com
www.checkbookira.org
www.broadfinancial.com
www.trustetc.com
www.theentrustgroup.com
www.guidantfinancial.com
www.questira.com
www.penscotrust.com
https://www.iraservices.com/
www.ira123.com/SafeguardFinancial
www.advantairatrust.com/

As an investor, you should play an active role in choosing, managing, and reviewing your accounts. For maximum control and increased returns, consider transferring your current retirement account into a self-directed IRA or 401k. With a self-directed IRA/401(k), a custodian or trustee is paid a fee to administer the account on behalf of the client, but does not make any independent investment decisions. By choosing a self-directed option, you’ll retain control of all account changes, with the custodian or trustee simply executing your instructions.

Unlike traditional bank- or brokerage-based IRA/401(k)s, which usually limit investments to stocks, bonds, or mutual funds, self-directed IRA/401(k) accounts allow investments in real estate, private note/businesses, property tax liens, and other alternative assets.

With the flexibility of self-directed accounts, real estate investors can potentially protect against the loss of principal while generating better-than-market rate returns through income production and capital gains. When real estate investments are not leveraged, both income and capital gains can flow back to IRAs as tax-deferred assets (or tax-free for Roth IRAs).

The following accounts or plans can be rolled over to one or more self-directed IRA/401(k)s accounts:

  • Roth IRAs
  • SEP IRAs
  • 401(k)s
  • 403(b)s
  • Simple
  • Coverdell Educational Savings Accounts
  • Health Savings Accounts

In addition, under certain rules, you may choose to combine discretionary money with self-directed IRA/401(k) funds in the same investment, as long as the funding occurs simultaneously on the same date.

 

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