Likely because your current broker won’t let you invest in real estate or other non-traditional assets through their custodian. Remember, just because the IRS and DOL permit investments into non-traditional assets (e.g., real estate), does not mean that IRA and 401(k) custodians must permit it. By establishing your IRA or 401(k) through Fulcrum Self-Directed, your plan and its documents will permit such investment opportunities.
Remember any limitation to invest in otherwise-permitted assets by the IRS and DOL is tied back to your current custodian limiting your freedom and flexibility to make such investments.
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