For Professionals
Open the door to new business.
Self directed IRAs are a fast growing segment of the $5 trillion IRA market and this market is growing at the rate of over $200 billion per year – mainly from 401(k) and pension plan rollovers into IRAs as baby boomers retire and workers change jobs. These individuals actively seek more retirement investment options beyond mainstream investments and they are looking to professionals like you to guide them in diversifying their retirement assets into alternative investments.
Knowing the investment options possible in a self directed IRA can help you serve this market and grow your business. Combine this knowledge with choosing Self Directed IRA Services, Inc. as your preferred IRA custodian, and you now have a powerful, value-added service for your clients or investors.
Opportunity is knocking.
If you're a professional looking for ways to grow your business, consider these facts. During the next 20 years, over 78 million baby boomers will begin to retire at an average rate of over 10,000 per day. If you also consider that almost 19% of the American workforce expects to change jobs during 2010, it’s easy to see why your opportunities have never been greater for growing your business. - Learn about the investment options available in a self directed IRA.
- Prepare for the increasing trend toward self directing and investment diversification.
- Capture more IRA rollover business when clients retire or change jobs and leave their company 401(k) or pension plan.
Are you ready?
Savvy professionals are learning about the opportunities for increasing their prospects and tapping new sources of business by involving clients' retirement accounts.
Find your area below to learn more.
- Financial Advisors and Broker Dealers
- Real Estate Professionals
- Precious Metals Brokers and Dealers
- Investment Issuers and Product Sponsors
Financial planners and investment advisors best understand the importance of true diversification among different asset classes. You can help your clients optimize their retirement portfolio by taking advantage of the wide array of investment opportunities available with a self directed IRA.
When your clients have asset custody needs that extend beyond the scope of what your clearing firm can provide, a self directed IRA can often be the solution for clients that wish to invest their retirement funds in:
- Real estate
- Trust or mortgage deeds
- Precious metals
- Oil & gas
- Private equity (closely-held stock, REITs, LPs or LLCs)
- Private debt (promissory notes or corporate debt offerings)
Even if a client’s transaction is one that does not allow you to earn compensation, you can often retain the relationship and provide a value-added service for your client.
We are committed to supporting the business growth of financial advisors and broker dealers. In an industry that competes for your business, our objective is simple— focus on the relationship.
Start your relationship now.
For questions or more information, contact our Business Development team.
- Ryan Schneider Ph: 512.637.5739 x 4004 or 866.928.9394
- Kelli Click Ph: 512.637.5739 x 4001 or 866.928.9394
Get what you need fast.
Our Toolbox for Professionals is your one-stop spot for finding what you need quickly so you can move on.
If you are a real estate agent, broker or other real estate professional, did you know that your knowledge about self directed IRAs can help you close more deals? Retirement accounts often have more readily available funds than taxable accounts, and virtually all types of investment property can be purchased—
- Residential – single family and multi-unit homes
- Apartment buildings and condominiums
- Commercial property
- Improved or unimproved land
- Income producing property
We are committed to supporting the business growth of real estate professionals. In an industry that competes for your business, our objective is simple— focus on the relationship.
Start your relationship now.
For questions or more information, contact our Business Development team.
- Ryan Schneider Ph: 512.637.5739 x 4004 or 866.928.9394
- Kelli Click Ph: 512.637.5739 x 4001 or 866.928.9394
Get what you need fast.
Our Toolbox for Professionals is your one-stop spot for finding what you need quickly so you can move on.
Financial professionals worldwide all know that asset diversification is the key to success and a retirement portfolio is no exception. Precious metals can help diversify a retirement portfolio among different securities or asset classes. A self directed IRA can hold precious metals which go beyond the traditional gold, silver, or platinum American Eagle coins. Certain qualified platinum, palladium, gold and silver bullion are also permitted.
As a self directed IRA custodian, SDIRA Services, Inc. is well equipped to handle the unique needs required when precious metals are held in a self directed IRA:
- Storage with a major national precious metals depository,
- Valuations for IRS reporting,
- Specialized precious metals transaction processing, and
- IRA service solutions your clients need.
With your knowledge and expertise in precious metals, you can drive more business in the door when you work with a self directed IRA custodian that offers a Precious Metals IRA product with features which include:
- A flat annual IRA fee of $60
- Annual storage fee of $100 for safekeeping of precious metals
- Safe storage of all metals with Delaware Depository, a Division of Depository Trust Company of Delaware, LLC
- Secure and segregated custody of all gold coins and bars
We are committed to supporting the business growth of precious metals professionals. In an industry that competes for your business, our objective is simple— focus on the relationship.
Start your relationship now.
For questions or more information, contact our Business Development team.
- Ryan Schneider Ph: 512.637.5739 x 4004 or 866.928.9394
- Kelli Click Ph: 512.637.5739 x 4001 or 866.928.9394
Get what you need fast.
Our Toolbox for Professionals is your one-stop spot for finding what you need quickly so you can move on.
If you’re a sponsor or issuer of a traditional or alternative investment, you probably already know that retirement account investors can be a major source of capital for your endeavor. If you’re new to the game, you can quickly learn how to target a new audience of investors.
Self directed IRAs can increase your fundraising for investment projects in a number of ways:
- Funds are more readily available for investing. Unlike disposable income, retirement account money is usually easier and faster to access once the investor decides to invest.
- An IRA custodial relationship enhances your fundraising. If you have a relationship in place with an IRA custodian when you approach investors, simply mentioning that you can accept their retirement funds can provide another avenue for an investor to consider.
- Investors are seeking more alternative investments. With the current economic downturn, it’s no secret that more investors are trading their attraction to the stock market for alternative investments.
- Increase the perception prospective investors have of you. By informing prospective investors and prospects about the opportunity to invest using their retirement funds, you can provide the valuable knowledge of something they may not have thought was possible. Many investors still think that investments in their retirement accounts are limited to stocks and mutual funds. While this is slowly changing, many are not aware that investments in real estate, private equity and much more can be made in a self directed IRA.
We are committed to supporting the business growth of investment issuers and sponsors. In an industry that competes for your business, our objective is simple— focus on the relationship.
Start your relationship now.
For questions or more information, contact our Business Development team.
- Ryan Schneider Ph: 512.637.5739 x 4004 or 866.928.9394
- Kelli Click Ph: 512.637.5739 x 4001 or 866.928.9394
Get what you need fast.
Our Toolbox for Professionals is your one-stop spot for finding what you need quickly so you can move on.
