Can a Self-Directed IRA Work for Your Clients’ Retirement Strategy?
Giving your clients more options for where to invest their money allows them to further diversify their retirement accounts. With self-directed IRAs, you can help your clients invest not only in stocks, bonds, and mutual funds, but also alternative assets, including real estate, promissory notes, private placements, and more.
This gives you more options for helping your clients customize their retirement strategies while increasing the value of your services. You can help them employ additional strategies like taking out a non-recourse loan with an IRA or partnering with others to make larger real estate purchases. If your client already has an IRA, you can help them determine if it’s the right type for their goals and whether it makes sense to roll over or transfer funds into an SDIRA.