Retiree’s Regret Not Having a Self-Directed IRA Retirement Investment Strategy Sooner, According to an IRA Financial Group Survey

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A large number Self-Directed IRA clients interviewed regret not having worked with a tax professional sooner to establish a self-directed retirement strategy

IRA Financial Group - Leading Provider of Self-Directed IRA LLCs and Solo 401(k) Plans

many of our retirement clients still mentioned the memories of the 2008 financial crisis as the catalysts for moving into a self-directed IRA diversification strategy and they wished they would have looked to diversify out of equities sooner

IRA Financial Group, the leading provider of self-directed IRA LLC “checkbook control” structures announces the findings of its Self Directed IRA LLC client survey focused on retirement planning. IRA Financial Group interviewed over one-hundred self-directed IRA clients and asked them about their biggest regret with respect to their retirement investments. Based on the survey results, over 68% of respondents indicated in some fashion that they regretted not having focused on establishing a self-directed IRA LLC solution earlier in their retirement planning. “Many clients that I spoke to mentioned regrets about not focusing more of their attention on building their retirement account values when they were younger, “ stated Adam Bergman, a tax attorney with the IRA Financial Group. According to Mr. Bergman, “many of our retirement clients still mentioned the memories of the 2008 financial crisis as the catalysts for moving into a self-directed IRA diversification strategy and they wished they would have looked to diversify out of equities sooner."

The Survey also asked IRA Financial Group clients what was their biggest financial regret with respect to their retirement account. Almost 75% of the respondents mentioned that they wish they had diversified their retirement portfolio in advance of the 2008 financial crisis. “ The use of a self-directed IRA LLC for real estate by our clients have been used has a tool for diversification in order to limit the potential for a reoccurrence of the 2008 financial crisis, “ stated Maris Ritsi, a senior paralegal with the IRA Financial Group. “Interestingly, our survey also showed that a strong percentage of the respondents wished they would have better monitored the performance of their retirement account sooner, “ stated Ms. Ritsi.

IRA Financial Group’s, leading self directed IRA provider, self-directed IRA LLC solution 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 manager of the IRA LLC, the IRA holder will have control over the IRA assets to make real estate IRA and other investments tax-free and without custodian consent. “The self-directed-IRA LLC is a perfect structure for investor looking to better diversify their retirement portfolio while also taking more control over their retirement assets, “ stated Ms. Risti.

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 Facilitator. 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
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