A Best Kept Secret........Purchasing Real Estate and Alternative Investments in a Self Directed IRA
The exploding IRA market is expected to hit the $5.6 trillion mark by 2011(according to leading Self Directed IRA custodians). Roughly 75% of Baby Boomer retirees roll their 401(k) retirement funds into IRA accounts, and are looking for ways to truly diversify beyond the default choice of stocks and bonds.
With the fluctuations in the stock market over the past several years, and the breakdown of consumer confidence in corporate America, there has been an explosion in the demand for alternative investments, according to our research. These days' investors prefer to have greater choice in where they invest, beyond stocks and bonds. Few people are aware that there are viable alternatives.
A growing number of investors are realizing they can invest in real estate and other nontraditional assets using their retirement accounts. This option is ideal for individuals who do not have cash on hand to invest or who simply want to diversify their portfolios.
Alternative Examples (but not limited to):
Real Estate-residential, commercial, land, etc.
Notes
Tax liens
Businesses/Franchises
Sports Teams
Livestock
Show Horses
Airplanes
Medical equipment
Fishing rights
As long as the IRS rules and regulations are adhered to the imagination becomes the only limitation.
Beyond Traditional Markets-Self Directed IRAs
Clients wishing to utilize a Self Directed IRA for alternative investments should enlist the help of an Investment Advisors who specializes in Self Directed IRAs, to guide them through the process, due to the strict rules and transaction guidelines the IRS has set forth.
NUA is unique in that we have an extensive understanding of the legal and financial considerations involved in a Self Directed IRA. NUA can show you how to set up an investment strategy to try to avoid the common pitfalls of investing in non-traditional assets with a Self Directed IRA. We work with our clients to give them as little or as much help as they need, from proper Self Directed IRA setup to helping you evaluate one or more investment choices. We are here to help you find the investment choices that fit your specific needs.
NUA's niche with Self Directed IRAs encompasses a wide variety of services for clients such as:
- Educate our clients on the differences between Traditional and Non- Traditional Investments.
- Advise our clients on the many investment options available to them in the non-traditional investment realm.
- Help our clients find the appropriate investment for their portfolio.
- Help clients determine the appropriate structure for their specific investment inside their Self Directed IRA.
- Assist in structuring a plan to meet the client's needs in compliance with the IRS regulations (i.e. LLC, TIC, C-Corp).
- Assisting clients in the process of maintaining the proper compliance with IRS regulatory standards.
- Assist with non-recourse financing of the investment inside the Self Directed IRA (if leverage is used).
- Ensure that clients receive up to date tax information and regulation changes.
- Continuous education and advice of the non-traditional investments
