SELF DIRECTED IRA/401Ks
Self-Directed Retirement Accounts
Many investment firms offer individuals the ability to take a more active role in determining the investment vehicle(s) in which their retirement funds are placed. The choice to set up or redirect an existing retirement account into a self-directed account allows the individual to diversify their investment portfolio and place those funds into sectors that would not otherwise be possible. In these circumstances, the investment firm acts as a custodian of the retirement account while the individual decides what types of approved investment vehicles are best suited to their individual goals and needs.
The development of self-directed retirement accounts has given unprecedented power to the account owners and drastically increased the transparency of the administration process. Empowered individuals can elect to invest in areas such as real estate, most types of securities, tax liens, LLC’s and other choices depending on the investment firm chosen to act as their custodian.
The following are companies that offer self-directed IRAs and/or 401ks:
There are many more firms than those listed above to choose from with various investment options available to you. We are more than happy to discuss your options when it comes to enlisting a self-directed retirement account for prospective investments. Consult your financial advisor or CPA in making your determination for which company is the best fit for your portfolio.
The inclusion of the links above are not intended as recommendations or endorsements. Rather, as always, it is critical that you do your own due diligence with respect to selecting a company that specializes in these services, so that you can achieve a comfort level with your own choices, and fully understand many of the nuances and IRS imposed technicalities that accompany the management of such self-directed accounts.
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Our security offerings are available only to "Accredited Investors" – generally, natural persons must have a net worth of over $1 million (exclusive of residence) or income in excess of $200,000 individually or $300,000 jointly with a spouse, who have a “preexisting substantive relationship” with the Principals and / or Managing Members of Venture Real Estate Company. The securities are offered in reliance on an exemption from the registration requirements of the Securities Act of 1933, as amended, and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the Securities and Exchange Commission nor any state regulator has passed upon the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials. The securities are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their securities. Investing in securities involves risk, and investors should be able to bear the loss of their entire investment. All investors should make their own determination of whether or not to make any investment, based on their own independent evaluation and analysis.
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