Investment Options
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One of our clients transferred $104,000 into her Roth IRA at Entrust and immediately invested the money in a large, non-publicly traded company. In slightly less than two years, the company has paid $67,705 in dividends on her $104,000 investment. The client, who is 60, also takes a tax-free distribution each month of $3,000.*
Entrust Retirement Services, Texas
*Results not typical. The Entrust Group does not offer investment, tax, financial or legal advice to clients. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area.
Use a Self-Directed IRA or Real Estate IRA to Invest in Limited Liability Corporations
An LLC is a legal organization that provides the tax advantages of a partnership while limiting the legal liability of the individual partners in the same way a corporation does. For more information, the Entrust Learning Center provides tips and articles regarding different investment choices.
LLCs can be a great way to partner to purchase assets.
LLCs are considered securities in some states and may be required to meet the standards of securities offerings.
Purchasing nontraditional assets with a self-directed IRA can help you diversify your investments, which may guard your retirement portfolio against economic changes. Investing in an LLC is just one of the many options available with your self-directed IRA.
If self-direction is for you, why not go with the best. Entrust offers you:
Getting started is easy. Contact an Entrust professional in one of our local offices to establish a self-directed IRA or open your account today.
Attend seminars, workshops and classes on self-directed IRAs in your area.