Self-Directed IRA Investment Strategies

Properly structured, your retirement plan can own income-producing real estate, make loans, invest in a business or provide capital to start one's own business. This can be done legally and without a taxable distribution.

This little known opportunity is currently exploited by less than 2% of the monies available for investment. The fact that the equity market (stocks) has been so volatile and unpredictable has prompted more and more investors to consider the alternatives.

As far a real estate goes, even capital gains on real estate sales can be funneled back into the plan on a tax-deferred basis.

The Carlson Company will not only assist the set-up of an account with a suitable custodian but also more importantly consult with the investor in evaluating investment options. In many cases, The Carlson Company will partner with and/or facilitate the engagement of a current opportunity.

Note: There are restrictions and guidelines that must be followed to insure the benefits derived are in compliance with the IRS Tax Code.