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Real Estate within Self-Directed Retirement Accounts

Would you like more ideas to help create tax free or tax deferred wealth from within your retirement account? We can help you find alternative approaches that compliment the traditional stock market strategies.

For clients seeking additional investment opportunities, we can provide insight into Alternative Investments. There can be advantages to investing in asset classes which have historically had low correlations to equities and fixed income. These may include Real Estate, Oil & Gas, or other alternatives. When appropriate, alternatives may be a great way to compliment the traditional asset classes in your portfolio. Do keep in mind, however, that many alternative investment options are less liquid than traditional stocks and bonds so it is important to keep your portfolio well diversified.*

In addition to the tax advantages of the retirement accounts (tax deductions on the contributions and tax deferral), retirement accounts may also provide asset protection and estate planning benefits.

Some of the investment options we can help you with include real estate, oil & gas, and more.  However, please do not forget the potential benefits of diversification!

* There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.

The opinions expressed here are for general information only and are not intended to provide specific advice or recommendation for any individual situation or security. Information is based on sources believed to be reliable, but its accuracy is not guaranteed. Investing involves risk including the potential loss of principal. Neither the information presented nor any opinion expressed herein constitutes an offer to buy or sell any security. The information provided is not intended as tax or legal advice and may not be relied upon as such. Estate planning requires a team of experienced professionals including experts in estate, legal and tax issues. Individuals are encouraged to seek advice from their own tax or legal counsel.

Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. Alternative investment strategies do not assure a profit, cannot protect against losses in a declining market, and may involve additional risk.