Self-Directed Retirement Process
Exchange Equity provides prudent investment opportunities in real estate through other programs such as a Private Annuity Trust or direct equity investments to Self-Directed Retirement Plan. Just as in non-retirement account investments, diversification is absolutely necessary to mitigate the risk of being over invested in one area. In fact, mitigating risk in retirement account investments are even more important because the funds grows tax-free. Retirement plan losses cannot be written off against other income and can only be recouped through good fortune and time.
The right Real Estate investment can provide safe, secure and generally better overall returns for long-term investors than any other investment vehicle. Monthly cash flow allows you to increase a retirement account every month, with the potential for property appreciation increasing the value of your investment over time. The best part is that all the income and gains are tax-free until you start withdrawing from the account at retirement age.
All the benefits from real estate investments discussed in this brochure are available to Self-Directed Retirement Plan investors. Exchange Equity can assist IRA, Roth IRA, SEP IRA and Keough account holders to switch to self-directed retirement plans and potentially add more profitable investments for retirement years.
Please call Exchange Equity (504/460-5083) for additional information.
