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Options Banc Investment, Options Banc, investment, college savings plans, CollegeAdvantage, college savings, Roth IRA, IRA rollover, 401(k) rollover, rollover, Putnam, Putnum, insurance, mutual funds, retirement plans, annuities, pension funds, IRA, 401(k), 403(b), variable annuity, retirement investing, tax and savings proposal, LSA, RSA, ERSA
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Self Directed Investments

Would You Like More Investment Choices for Your Retirement Funds?

It’s a common misconception among Americans that the only investments allowed in a retirement account are stocks, CDs, and mutual funds. The truth is that broader investment options have been available to the public since 1975, the year contributions could first be made to IRAs.

Why the confusion? Because the retirement industry is dominated by large transaction-driven custodians who are focused on a narrow universe of investments. While these kinds of accounts may be right for some, they don’t offer the kind of freedom that a self-directed qualified retirement plan offers.

To fully maximize your investment options, you need to have a retirement plan that allows you to select your own self-directed investments. A fully self-directed retirement plan allows you the freedom to invest in many types of assets - assets that are not prohibited by the U.S. Treasury Department regulations and the Internal Revenue code.

There are two vehicles to achieve this goal:

 

We specialize in truly self-directed qualified retirement plans and their unique investments. Our strength comes from our focus on education and knowledge in the industries which we offer investments. We provide you with the tools and information needed to make good decisions to enhance your self-directed investments.

Here are some of the self-directed investment options that our current clients have taken advantage of:

  • Real Estate – apartments, single family homes, commercial property and undeveloped land
  • Mortgages and Deeds of Trust
  • Your own business
  • Limited Liability Companies
  • Hedge Funds
  • Mutual Funds

We can also assist you with investment ideas through our Real Estate, Mortgage and Investment Division. You can purchase the entire realm of investment vehicles with us as your Investment Advisor.

Plans Offered:

Self Directed IRA
Options 401k


Consult with one of our investment advisors on the best course of action. If you decide that a self-directing your retirement investments is for you, Options is here to help.
We are the self-directed experts.

Take control of your retirement. Contact an Options professional to establish a self-directed IRA or open an account today.

 

Advising:

   Financial Planning

   Retirement Planning
   Insurance Planning
   Tax & Estate Planning
   College Planning


   Investment Banking

   Acquisition Support
   Sales & Succession Planning
   Commercial Financing

   

Investing:

   Asset Management

   Asset Allocation
   Product Research
   Portfolio Monitoring


   Self Directed

   Options 401k
   Self Directed IRA



800-989-9868

 




Disclaimer: This material and any views expressed herein are provided for informational purposes only and should not be construed as an endorsement or inducement of any investor advisory services or as an offer to sell or the solicitation of an offer to purchase any securities. Before seeking any advisor's services or investing any money, investors must read and examine thoroughly the respective disclosure document, offering memorandum or prospectus.

Options Investment & Loan Inc.
2700 Glades Circle Suite 104
Weston ,  FL  33327
Phone: 800-989-9868
Fax:800-764-6332
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