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Investment Tools

Investment Tools For Your Consideration

Products and Services
  • Alternative Investments - New investor options for non-traditional investing
  • Alternative Investments is the latest investor rage in today's investing marketplace. They are Investments considered to be outside of the traditional asset classes of stocks, bonds and cash. Examples of alternative investments include real estate, commodities, options and financial derivatives. Alternative investments are often used by Private Investors Hedge funds.


  • Checkbook Control IRA - Write checks from your retirement fund
  • Checkbook Control means that you can write checks to withdraw the funds in your IRA, and draw against IRA real estate assets. This involves some study regarding what is and is not allowed. Preferably when setting up an IRA LLC, you should be with a company that provides guidance to help you stay within the rules to help you avoid possible penalties. The rules are listed in IRS publication 590, and the laws and amendments added by the Retirement Income Security Act of 1974 and the Taxpayer Relief Act of 1997. They can provide excellent information to keep you in compliance with IRA rules and regulations, while still allowing you to have checkbook control. IRA's enjoy a tax-advantaged status and follow rules that are different from other forms of investment. Some investors worry that it's to easy to make a mistake. The management of a Self-Directed IRA is a skill you can easily learn and checkbook control is a level of control that the investor should want.


  • Real Estate IRA / 401(K) - Property based investments can fund your 401k plan
  • Real Estate IRA investments can be a good investment in your future. Real Estate IRA Plan's are an option more that more investors appear to be participating in. We are seeing a big swing in the marketplace as the average investor learns that they are no longer bound to the old common IRA investments vehicles that have not been performing well. Today's investor is now discovering that you are now allowed to invest in real estate with a Real Estate IRA. Real Estate has given many Americans a solid investment that provides both income and appreciation.


  • Self-Directed 401(K) - Have more control over your investments future
  • Self-Directed 401(k)'s can be a smart financial move. Self-Directed 401(k)'s give the power back to the investor. A 401(k) plan allows a worker to save for retirement while deferring income taxes on the saved money and earnings until withdrawal. The employee elects to have a portion of his or her wage paid directly, or "deferred," into his or her 401(k) account. If you have a 401(k) or other retirement plan at work, you may fully or partially deduct your contribution from your taxable income if your adjusted gross income qualifies. In participant-directed plans (the most common option), the employee can select from a number of investment options, usually an assortment of mutual funds that emphasize stocks, bonds, money market investments, or some mix of the above.


  • Self-Directed IRA - Real Estate investments and managing power
  • Self-Directed IRA. More and more people are putting retirement dollars into real property for the potential appreciation the real estate market can offer. Many investors are tired of the low returns or even losses they have experienced in their retirement accounts that were limited to stocks, bonds or mutual funds. Most of our clients look to real property as a way of not only earning significantly higher rates of return but actually recouping losses they have experienced in other traditional investments over the last several years. Some of the investment options 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 IRA offer opportunities to diversify an investment portfolio. If you have no retirement plan at work and you're under 70-1/2 years of age, you can invest in a deductible IRA and deduct the entire amount from your taxes.