What are the Structures and Advantages of Self Directed IRA and Self Directed 401k Plans?
The AES Self Directed IRA and Self Directed 401k plans provide an investment platform where you can manage your own retirement investments with the same flexibility and control as you manage other investments.
We structure your self directed IRA or 401k so that you obtain absolute checkbook control over your retirement funds. This provides you, the IRA holder with several unique benefits not provided by the self directed custodian alone!
1. Checkbook Control
You have ready cash for on-the-spot purchase power needed time-sensitive investments – no approval is needed, and no waiting on the custodial paperwork process. Now you can take advantage of good investment opportunities of your choice!
2. Low Fees
We charge a one-time fee to setup your self-directed IRA plan; this includes our ongoing advisory service. Our custodial relationships offer minimal annual fees, and there are no transactional, asset-based and additional holding fees. This will save you hundreds or thousands of dollars per year!
3. More Investment Options
You can use your retirement funds to invest in assets of your choice; this includes residential and commercial real estate, buy your future retirement home, an existing business or a business start up, invest in gold, and many more options. You can truly diversify your investment portfolio, with one retirement account structure.
4. Service & Support to Succeed
Our clients are individuals who have chosen to take control of their hard earned retirement savings to achieve their dream of business ownership and retirement growth.
We will ensure that you receive the support you need to invest confidently. We’re with you after the sale; our self-directed IRA plans include time with our team of professionals including our experienced Advisors, and our specialized attorney and CPA.
If you have any questions, or need assistance on which plan fits your needs, call us and we’ll help you.
