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As a financial professional or attorney, you might get questions from clients who are interested in using their retirement funds to invest in alternative assets through a self-directed IRA. Maybe they want to transfer funds from an existing IRA, or perhaps they have an old 401(k) to roll over from — you may even want to do this for yourself. Here at Next Generation, we educate investors and their trusted professionals so that you can better understand self-direction and its benefits, and be able to knowledgeably pass that information to your clients to help them make informed decisions about building retirement wealth more aggressively.
If you’re an independent, fee-based financial advisor, you can even earn more fees on any assets we hold for your clients — all the more reason to stay educated and informed on the subject of self-directed IRAs.
What You Need to Know
Unlike typical IRAs, self-directed retirement plans allow for many nontraditional investments such as real estate, private equity, notes, precious metals, and more. Often times, these are the types of investments that you or your clients know and understand best. These types of plans allow you to choose the investment types you want, and offer tax-deferred and/or tax-free returns, which is less restrictive than most IRAs and 401(k) plans.
Savvy investors may choose to open a self-directed IRA because of the potential to hedge against stock market volatility and build a secure financial future through a more diverse retirement portfolio.
Expand Your Clients’ Investment Horizons
With a self-directed IRA, clients truly manage their own investments and control their retirement savings strategy with a variety of nontraditional investments they know and understand. In fact, your clients might already be investing in these alternatives outside of their existing retirement plans.
