Self-Directed IRA

Did you know you could invest in…

Elizabeth Crane — Thu, 05 Feb 2009 20:15:08 +0000

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.

Staggering Statistics

Elizabeth Crane — Tue, 03 Feb 2009 19:49:35 +0000

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

Elizabeth Crane — Sun, 01 Feb 2009 19:28:50 +0000

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.