˚ I know nothing about self-directed IRAs or IRA-LLCs,
˚ I am very curious / mildly curious about IRAs and am eager to learn about how I can maximize my income potential,
˚ I'd be willing to invest aggressively provided the advantages outweigh the risks involved in any given investment,
˚ I have an opportunity in mind but I'm not sure how to manipulate it to my advantage,
˚ I'm way past the information-gathering stage, but need to clarify IRS implications,
˚ I'm looking for a reputable and reliable IRA custodian I can trust who will grant me full management and checkbook control,
˚ I am interested in real estate opportunities, but don't want to buy property,
˚ I am seeking opportunities other than in real estate – perhaps an opportunity that will allow me to pursue my hobbies at the same time,
˚ I want to know more about uncommon investment options, especially outside the United States,
˚ I have a pending transaction in the works but desperately need a second opinion.
Like we said, we're used to dealing with discriminating clients desiring only quality and accurate information. We stand by our experience and up-to-date knowledge, but we're continually channeling our efforts to improve on what we already possess. Our continuing education is the only way for us to guarantee client satisfaction without any reservations.
You probably know it already, but the IRS and Congress have made provisions for investors to take advantage of a healthy investment climate by relaxing some of the rules. We've come a long way since 1978 when the US Congress urged Americans to save for retirement by using a unique financial product - the IRA. Millions now think of their IRAs as the happy blend of a tax shelter and a long-term savings account, without the earnings being made subject to tax.
In 1998, the Roth IRA was born, making investing more lucrative. This enabled IRA holders to give vent to their investment needs, provided the earnings they make on such investments stay within the IRA until retirement age.
Since 1998, we've acquired a few more freedoms – in the form of self-directed IRAs. This innovative approach has opened doors to options the potential of which has been nothing short of significant. It was clear that self-directed IRAs, if used properly, presented excellent vectors of investment activities. But like most good things, you have to grapple with a cocktail of rules and regulations.
We'll de-mystify the language and break it down for you. We'll decipher any codes that make you uncomfortable.
The British use a word that describes something pleasant to eat so that you'll ask for more. That word is “morish.”
