What Is A Self-Directed IRA?

* Eñtrust Group What is a Self-Directed IRA? O The term "self-directed" simply means that you, as the individual retirement account owner, have complete control over selecting and directing your investments. A self-directed account will give you access to nontraditional assets, such as real estate, notes, limited partnerships and more. WHAT CAN I INVEST IN? Allowable Assets in a Self-Directed IRA Real Estate Precious Metals Energy, Oil & Gas Notes Self-directed IRAS account for 3-5% of the $6.5 trillion IRA market. Private Stock Tax Deeds Commercial: or Liens Limited Paper Liability Companies Did You Know If you already have a traditional or Roth IRA, or a dormant 401(k), you can transfer or rollover the funds to a self-directed plan with no penalties. ADVANTAGES OF A SELF-DIRECTED IRA Access to alternative investments not offered by traditional banks and brokerage firms. Partner with family members, friends, or colleagues on new investment opportunities. No capital gains. Invest in what you know and understand. Watch your investments grow on a tax-deferred or tax-free (in the case of a Roth) basis. Truly diversify your portfolio. HOW TO SET UP A SELF-DIRECTED IRA You can contact an Entrust representative at any point during your application process if you have questions or concerns at (800) 392-9653. Step 1 Determine what type of account is right for you. Download a new account kit and fill out a new application. Step 2 Step 3 Choose a fee option based on the number or value of the assets you have. Fund your account. Final: Submit Your Application! Entrust does not affiliate itself with or make any recommendations to any person or entity associated with investments of any type, nor does it provide investment advice or endorse any products. ©2015 The Entrust Group ....... .....................