Report Shows that the Self-Directed IRA Helped Protect IRA Financial Group’s Clients from a Falling Stock Market in 2011

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In 2011, IRA Financial Group’s clients were able to diversify and protect their retirement funds through the self-directed IRA LLC solution.

IRA Financial Group - Self-Directed IRA

In 2011, we saw a large number of Americans recognize the value of diversifying their retirement portfolio with real estate and other investment options,” stated Mr. Bergman.

The weakening global financial markets in 2011 saw more and more retirement investors turning to a Self Directed IRA LLC as a means of diversifying their investment portfolio. “Ever since the financial crisis of 2008, many Americans came to understand the advantage of diversifying ones retirement funds through real estate, precious metals and other non-traditional investment options, “ stated Adam Bergman, a tax attorney with the IRA Financial Group. “In 2011, we saw a large number of Americans recognize the value of diversifying their retirement portfolio with real estate and other investment options,” stated Mr. Bergman.

A Self Directed IRA also called a Self Directed IRA LLC with checkbook control or a Real Estate IRA 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 structure involves the establishment of a limited liability company (“LLC”) that is owned by the IRA (care of the IRA custodian) and managed by any third-party. As manager of the IRA LLC, the IRA holder will have control over his or her IRA assets to make real estate and other non-traditional investments tax-free.

By using a self-directed IRA LLC, in 2011, their clients were able to diversify their retirement portfolio by using their retirement funds to make domestic or foreign real estate, precious metals, tax liens, foreign currency, and many other investments tax-free. With a self-directed IRA LLC, IRA or 401(k) assets are transferred or rolled over tax-free to an IRA custodian who permits these types of investments. The investor then has the ability to either direct the custodian to make the investment or invest the funds into a special purpose limited liability company so that the investor would have the ability to make the investments on his or her own with custodian consent (“checkbook control IRA”). Using a self-directed IRA LLC, their clients were able to re-allocate their retirement portfolio into different asset classes, which may prove more resilient against a falling United States dollar or inflation.

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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