Does your bank or brokerage offer investments for your retirement accounts that are outside the traditional set of stocks, bonds, CD’s and money market investments?
You may even have even asked them about investing some of your funds in real estate or notes to diversify, and received an unfavorable response. Mention real estate to your financial adviser, and you might catch him with a sheepish look on his face, and he does not offer a solution for your needs.
The “dirty little secret” brokers and banks don’t want you to know is that 9 out of 10 people who successfully keep and grow their wealth do it through real estate. The best thing of all: It can be 100% tax free growth.
Often, the reason why your funds are all in traditional, low-return or high-risk investments no other types of investments are offered at your brokerage. They don’t advise you on how to invest in real estate or real estate notes, because they cannot earn a commission on these types of investments.
For your regular investments accounts, diversifying is usually as easy as moving the funds into a different account, much like you would move your car to a different spot to park.
And as you may have heard, most retirement accounts can be “self directed”to give you control and flexibility to diversify into high return, low risk real estate investments while maintaining your growth tax deferred or tax free.
We will be glad to help you determine if your retirement account qualifies and refer you to the independent trustee on our power team who will facilitate your self directed investments.
At NYC Real Estate Investors , we are a principal in all our lending and real estate transactions. We do not earn any commissions or fees for helping you invest in our opportunities. Contact us today for more detailed information about our investment packages that we are only allowed to reveal to qualified prospects.