ALTERNATIVE INVESTMENTS in your Self-Directed IRA or 401(k) retirement portfolio
More frequently than ever, clients are interested in adding commodities or real estate in addition to traditional financial asset classes held in large IRA and 401(k) portfolios. Investors often experience difficulty locating a custodian who is able to accept and administer these nontraditional asset classes.
Through our extensive network of resources, we can guide you through the minefield of Internal Revenue Code regulations, Trustee mandates, and intracacies of avoiding "prohibited transactions." An advisor will obtain the requisite plan documents to safely administer your assets with a qualified custodian within our trusted network.
CONTACT US for assistance.