Did you know you could invest in…

• REIT (Real Estate Investment Trusts)
• DST (Delaware Statutory Trusts)
• Residential and Commercial Real Estate
• Tax Liens and Tax Deeds
• Mortgage Loans and Notes
• Real Estate Options
• Small Businesses
• Private and Publicly listed stock
• Limited Liability Companies
• Limited Partnerships

All these and more can be invested in with your self-directed IRA.

 

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Staggering Statistics

Do you think self-directed IRAs are a growing market?  Take a look at these statistics.

• Approximately $4.75 trillion in IRAs (1)
• Defined Benefit Plans: $2.3 trillion (1)
• Defined Constribution Plans:  $3.49 trillion (1)
• Over 46 million US households have an IRA (2)
• Eligible IRA rollover dollar expected to increase 10-12% annually from 2007 to 2012 (3)
• American’s retirement plans have lost approximately $2 trillion in the last 15 months.

(1)  Employee Benefit Research Institute, 9/23/2008  (2) Investment Company Institute Study – 1/2008 (3) Investment Advisor Magazine, 10/2007  (4) Associated Press via MSNBC, 10/7/2008

Invest in what you know

Has your 401(k) dwindled down to levels you never thought were possible?  Are you invested in things you know nothing about?  With a self-directed IRA you can invest where your expertise lies.  If you are a real estate investor you can use your retirement funds to purchase real estate.  There are even non-recourse loans available to leverage your IRA.  Typically the downpayment is at least 30% put there are no credit requirements and debt to income is not considered.  Why?  Because you are not purchasing the investment property your IRA is. 

In order to self-direct your IRA/401(k) you must use a custodian to keep your investment in a tax deferred (or tax-free if it is a Roth) status.  Provident Group is a custodian for these self-directed IRA funds.