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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.
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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
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800-989-9868
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