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Self-Directed IRA

Normally self-directed IRA's are used to invest in assets such as real estate, private loans and small private businesses.

We assist individuals and businesses in determining if rolling over existing IRAs and other Defined Contribution Plans into a Self-Directed IRA makes sense to them based on the type of investments to be made, personal financial goals, and tax compliance:

  • Review Existing Retirement Plan
  • Review Potential Investment
  • Formalize the Investment’s tax and cash flow analysis
  • Assist in securing additional financing – traditional and alternative
  • Valuation – Tax Compliance