The value of due diligence education brought by NUA Advisors, as Investment Advisors to the Self Directed Retirement Investing industry was clearly depicted by Laurie and Rajeev during their presentation
Boston, Mass. (PRWEB) October 23, 2009
Discovering Self Directed Investing within a retirement account, does not mean Self Supporting, was the message co-founders, Laurie Bachelder and Rajeev Kotyan of NUA Advisors, LLC (NUA), an independent Registered Investment Advisory Firm focused on bridging the gap between traditional and non-traditional investing, brought to the Equity University Networking Conference in Orlando FL. Bachelder and Kotyan engaged participants in dialogue on the importance of working with an investment professional with a fiduciary capacity when investing in alternative investments in a Self Directed IRA.
Since the creation of the IRA in 1974, Americans have been able to invest their tax-deferred retirement accounts in almost any asset of their choosing. Yet, only a fraction of Americans are aware of this important option. Aside from a few investments, per the Internal Revenue Code (IRC), which exclude life insurance and collectibles to be held in a retirement account, the list of possibilities are virtually endless. Examples include real estate, secured and unsecured notes, tax liens, farm animals, domain names, business, airspace rights and cemeteries to name a few. If the IRC rules and regulations are adhered to, the imagination becomes the only limitation.
Equity University, the educational unit of Equity Trust Company a leading Custodian for Self Directed IRA's hosted its first annual Client Conference October 2-4, 2009 in Orlando, FL. The conference brought together more than 450 individuals that currently own a Self Directed IRA. The attendees came to learn about Self Directed IRA investment strategies and to share in Self Directed IRA success stories. The NUA Advisors break out session gave insight on facet of the Self Directed Industry that they never knew existed-Investment Advisors that advise clients through the regulatory and financial considerations involved in a SDRA.
Laurie Bachelder says, "Many people are not aware of their rights to invest retirement dollars in the assets they are most familiar with. SDRA investments are not limited to only traditional products of stocks, bonds, or mutual funds. NUA Advisors specializes in providing unbiased investment advice on alternative investments inside the client's Self-Directed Retirement Account."
"The value of due diligence education brought by NUA Advisors, as Investment Advisors to the Self Directed Retirement Investing industry was clearly depicted by Laurie and Rajeev during their presentation", states Brad Hemstreet, VP, Sales and Marketing, Equity Trust Company.
Rajeev Kotyan adds, "We were pleased to speak at this event, which allowed for Self Directed IRA investors to learn that Self Directed does not mean Self Supporting. It is important the investors to know that there are Investment Advisors who provide clients advice on alternative investments inside their Self Directed IRA as well as properly adhering to fiduciary standards."
About NUA Advisors
NUA Advisors, LLC (NUA) is an independent Registered Investment Advisory Firm that is bridging the gap between traditional and non-traditional investing. NUA is unique in that it specializes in alternative investments within a Self Directed Retirement Account. NUA has extensive understanding of the regulatory and financial considerations involved in a SDRA, which few other professionals can match. NUA is comprised of experienced and knowledgeable professionals who provide diversification strategies that go beyond traditional markets. NUA advises clients on traditional securities investments such as stocks, bonds and mutual funds, as well as non-traditional investments.
For more information visit NUA on the web at http://www.nuaadvisors.com.
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