Non-Profit Reveals New Opportunities For Multigenerational Investing

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Self-directed retirement investing experts deliver critical insights for multigenerational finances via Non-profit SDIRA.Org

Multigenerational Investing

We are currently in the middle of the biggest wealth transfer in our history. Trillions of dollars are being passed down, or left behind by boomers and their parents.

Through a series of new expert interviews and new financial tools, SDIRA.Org is helping to prepare individuals to successfully maximize their investments, and gain confidence in their succession plans.

“We are currently in the middle of the biggest wealth transfer in our history. Trillions of dollars are being passed down, or left behind by boomers and their parents. Unfortunately, surveys show that the majority of Americans are not confident in their finances for retirement, nor the ability of their heirs to successfully manage their estates” says Jon Kopp, Spokesman of the organization. SDIRA is on a mission to change these dynamics with a buffet of new educational tools.

Individuals currently face several challenges in building and successfully passing on wealth to the next generation. This includes high taxes which are a barrier to investing, strong returns, and estates. Many do not have wills or trusts in place to ensure their wishes are executed on their passing or incapacitation. Then there is the fact that most family wealth is lost within a generation.

SDIRA.Org shows individuals how they can change these dynamics with self-directed IRAs and 401ks. These financial tools enable individuals and families to build wealth and passive income at far faster rates, thanks to deferring or saving on taxes. This can help provide retirement income during a benefactors lifetime, without depleting family wealth. That intact nest egg can then be seamlessly passed on to beneficiaries as an inherited IRA. As the investments within one of these retirement accounts are typically fully managed, heirs can continue to receive the benefit, and allow family wealth to grow, without compromising it due to mismanagement or lack of experience. This is definitely true of physical gold held by a custodian, and income producing rental properties.

Find out more about these financial tools, the type of investments you can have in a self-directed retirement account, and multigenerational wealth building at https://sdira.org

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Pat Lavin
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