Bob Bock is Helping Others Diversify – And Recover Market Losses - with Self-Directed IRAs

When Bob Bock, an investor from a suburb of Chicago, first heard about self-directed IRAs from a friend, he was “intrigued more than anything.” Over time intrigue turned to a passion.

He had been investing in the stock market and diversifying his portfolio with real estate for many years. More recently he began venturing in to some of the more creative and unconventional areas of investment and was expanding his business through private lending. Self-directed IRAs seemed like a perfect fit for him.

Bock knew that he could be successful with a wide range of investments - that was easy. What he was just learning, though, was that he had an untapped source of funding for his investments that would return his profits tax-free.

But before he started working with other investors IRAs, he took the plunge himself. He already had some personal experience with real estate investing. All he had to do was make it work in a self-directed IRA.

“It worked extremely well,” Bock said. “I had real solid success with it.”

Once he had built up his own comfort level with self-directed IRAs, he was ready to begin assisting others with their portfolios. He was driven by a genuine desire to help others and to give them other options, beside the stock market.

“I think proper diversification is the key,” he says.

Currently he is working with investors to help them turn around portfolios that have been hit hard by the recent market turmoil. “The ability to actually utilize IRA funds and diversify has given us so much more flexibility.”

According to Bock, Equity Trust Company has provided the perfect platform for his self-directed IRA investors.

“We’ve always had a very pleasant experience with service and they get things turned around quickly,” says Bock. “Being able to actually talk with somebody that provides dynamite service - that’s a real powerful piece of the puzzle.”

If you'd like to explore your options for true diversification, give us a call at 1-888-382-4727. We’ll help you put all the pieces together to ensure a secure retirement by taking control of your own future.

Disclaimer:Disclaimer: Equity Trust is a passive custodian and does not provide tax, legal, or investment advice. It does not endorse or recommend any contributor, company, or specific investments. Any information communicated by Equity Trust Company is for educational purposes only and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your legal, tax, and accounting professionals.