Recent Equity Swings Causing Self-Directed IRA Clients To Turn To Alternative Assets in 2015, According to IRA Financial Group Internal Survey

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After the recent swing in the equities market in first quarter 2015, more anxious self-directed IRA investors turning to alternative investments, such as real estate

After the recent swing in the equities market in first quarter 2015, more anxious self-directed IRA investors turning to alternative investments, such as real estate

Due to the flat equity markets in first quarter 2015, we have seen a growing number of retirement investors turn to the self-directed IRA for alternative asset investments

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions, has seen a growing number of self-directed IRA clients turning to alternative asset investments, such as real estate and precious metals, in light of the recent equity swings in the first quarter of 2015, according to an IRA Financial Group internal report. With the S&P 500 having been up less than 1% in the first quarter 2015, a considerable number of retirement investors have tuned to IRA Financial Group’s self-directed IRA LLC alternative asset solution. "Due to the flat equity markets in first quarter 2015, we have seen a growing number of retirement investors turn to the self-directed IRA for alternative asset investments," stated Adam Bergman, a tax partner with the IRA Financial Group.

"With the recent swings in the equity markets, retirement investors are anxious and are looking to make alternative asset investments with their self-directed IRA," stated Mr. Bergman.

The main benefit of using a Self Directed IRA LLC to make alternative asset investments is to gain diversification and limit one's exposure to the United States equity markets. In addition, all income and gains associated with the IRA investment grow tax-deferred and return to the IRA LLC. "Using a self-directed IRA to purchase alternative asset investments is believed to provide exposure to assets with little or no relationship to traditional stocks and bonds, which can help offset a portfolio’s potential losses in volatile market settings. For those with a low investment risk tolerance, an alternative investment strategy could help protect one’s retirement assets," stated Mr. Bergman.

With IRA Financial Group’s self directed IRA LLC solution, traditional IRA or Roth IRA funds can be used to make alternative asset investments, such as real estate throughout the United States in a tax-deferred account by simply writing a check and without the need of custodian consent or steep custodian fees. IRA Financial Group’s Self-Directed IRA for alternative assets, also called a real estate IRA with checkbook control, is an IRS approved structure that allows one to use their retirement funds to make real estate and other investments tax-free and without custodian consent. The Self-Directed IRA LLC involves the establishment of a limited liability company (“LLC”) that is owned by the IRA (care of the IRA custodian) and managed by the IRA holder or any third-party. As a result, the Self-Directed IRA LLC provides the retirement account holder with greater control over his or her retirement assets allowing the individual to make traditional as well as non-traditional investments, such as real estate tax-deferred and with much lower annual fees.

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.

IRA Financial Group is the market's leading “checkbook control Self Directed IRA and Solo 401(k) Plan provider. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.

To learn more about the IRA Financial Group please visit our website at http://www.irafinancialgroup.com or call 800-472-0646.

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Jaclyn Baily
IRA Financial Group, LLC
+1 (800) 472-0646 Ext: 9
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