If your retirement accounts are heavily invested in stocks and bonds... Listen up!
You have probably heard the word "alternative investments" being thrown around.
That is because stocks have lost nearly 30% and the rising interest rates have been hammering bond resale prices.
This affects pretty much everyone's portfolio.
Because they don't know you can use your retirement accounts to invest in things like:
Precious metals, apartments, single family real estate, art, cryptocurrency, land, commodities, and you still keep all the tax benefits you have with your current retirement account.
Because financial advisor and mutual funds are limited by what they can invest in, they don't offer these alternative classes which are crucial to being able to build a truly diversified portfolio.
The way you do this is by rolling over a portion of your retirement funds to a self directed account (without getting penalized).
That self directed account can now invest in assets YOU CHOOSE.
To explain everything you need to know about these self directed accounts we brought in Amanda Holbrook with Specialized Trust Company.
Take a listen and hear how you can start using your retirement accounts to invest in alternative assets.
What we cover in this episode:
- Why a portion of your retirement funds should be in self directed.
- How to rollover retirement funds into a self directed account.
- The types of investments you can make in a self directed account.
- What to ask and look for when selecting a custodian.
Grab our free E-Book - 100 Questions Business Owners Ask Before Investing on our website.
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