Fulcrum Self-Directed: Better Options for Your Retirment Savings

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What Is a Self-Directed Plan?

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Well, you probably already know what a self-directed retirement plan is since you are researching the subject! While many people are familiar with self-directed IRAs, more and more folks are learning of self-directed (or self-administered) 401(k) plans due to the unique benefits of those plans.Golden Nest Egg

Is a Self-Directed IRA or 401(k) a New Type of Plan?

A self-directed IRA or 401(k) is not a new plan. It is not a “special” type of IRA or a unique type of 401(k).

That said, self-directed IRAs and 401(k)s are also not necessarily household words either. But your ability to self-direct an IRA or 401(k) has been around for years.

Learn to Invest in More than Stocks, Bonds and Mutual Funds

True self-direction is not letting someone else invest your retirement funds. Instead, you assume full and complete control.

Of course, it is then YOUR responsibility to comply with the law. Various governmental rules (IRS, DOL) need to be observed, but that’s a small price to pay for the freedom you will possess and the powerful investment tool you’ll have at your fingertips with checkbook control of your retirement assets.

No more being limited to the world of stocks, bonds and mutual funds.

A seemingly endless supply of investment options become available, including, but not limited to:

Real Estate
Commercial
Residential
Raw Land
Trust Deeds, Mortgages & Mortgage Pools
Private Notes and Loans
Private Stock Offerings
Limited Liability Companies (LLCs)
Limited Partnerships (LPs)
Tax Certificates
Accounts Receivables
Options
Futures
Annuities
Currency
Commercial Paper
Stocks, Bonds, Mutual Funds (yes, even from a self-directed account)

And, speaking of stocks, bonds and mutual funds, enjoy the ability to invest in both traditional (e.g,. mutual funds) and non-traditional (e.g., real estate) assets ALL FROM ONE ACCOUNT.

No need to worry about establishing a separate self-directed account. Make both types of investments from the same account.

In this exciting and rewarding world, you can invest as YOU see fit. Invest in assets where you have more comfort…where you have more of an information advantage…where you can maximize your returns.

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Free Course: 5 Investments You Can ONLY Make with a Self-Directed Plan
Your 401(k) or IRA will only allow you to invest in standard Wall Street investments.
You can't follow the herd and achieve above-average results.
Use your own expertise and invest as YOU choose.
See 5 top "off the beaten path" investments.

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About John Park

John

As co-founder of Fulcrum Self-Directed, John Park believes in the power of self-directed plans tempered by the individual responsibility to operate the plan in compliance with IRS and DOL regulations. As such, Fulcrum Self-Directed is in a unique position to assist a client in establishing an IRS compliance self-directed plan, while guiding clients with their responsibility to operate and administer their plan.

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