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Tax Advantaged Accounts

401(k) and Self-Directed IRAs

November 8, 2019

Another misconception about IRAs is that you can only invest in stocks or bonds. In fact, you can invest in a wide variety of assets including real property, promissory notes, private businesses and much more with your IRA.

Yes. A self-directed IRA gives you the ability to diversify your portfolio with additional investments that are permitted by the IRS, in a tax-free or tax-deferred environment.

Yes. Some IRA custodians only allow investing in stocks, bonds and mutual funds; however a self-directed IRA custodian, such as Equity Trust, allows those types of investments in addition to real estate, notes, private placements, tax lien certificates and more.

In conjunction with the Retirement Industry Trust Association, we have compiled governmental and industry resources to help you, the self-directed investor, in making your investment decisions. As a reminder, all investments carry risk including loss of principal. No governmental agency or IRA custodian approves or guarantees investments.

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