Have you been told that you cannot use your IRA funds to invest in alternative asset classes such as real estate?  The problem is not that you cannot use your IRA funds to invest in alternative asset classes… the problem is your current IRA custodian does not offer those options. The difference with a self-directed IRA is that you can invest in a wide range of alternative assets, such as real estate, promissory notes, and private equity in addition to traditional investments, such as stocks, bonds, and mutual funds.  Switching your traditional IRA into a self-directed IRA will allow you to choose which asset classes you invest in and ultimately open the door to many more opportunities other than Wall Street mega-funds.

The mechanics of your self-directed IRA will be much the same as your traditional IRA.  If you choose to make a change and invest in an alternative asset class, be sure to make your move many weeks in advance of selecting your new investment due to the time factor of moving your money from your traditional custodian to your self-directed custodian.

If you’re interested in expanding your investment options, Equity Trust Company is one such IRA custodian that offers self-directed IRA products.  Click this link to learn more about Equity Trust Company and self-directed IRAs.

Give yourself options.  Open up more opportunities.  Explore self-directed IRAs.

If you’re ready immediately, here’s a link to set up your account with Equity Trust Company,

Good investing!

Mark

 

 

**Stelvio Equity Group LLC is not affiliated with or paid by Equity Trust Company.

**Stelvio Equity Group LLC is not a tax advisor or attorney.  Please consult with your tax advisor and/or attorney for specific guidance regarding your financial decisions.