Alternative Investments

If you’ve always believed that there was more out there than just traditional investments, you were right! There are indeed alternative ways to build wealth for your family. That is the value of a truly Self-Directed IRA — you can place your tax-favored savings into the investments you understand and feel most comfortable with. At Vantage, our job is not to highlight the benefits of investing in alternative assets as a wealth building strategy, but rather, to make you aware of and comfortable with the fact that it is permissible.

Taking Control of Your IRA

Like thousands of investors, you value controlling the most powerful retirement vehicle available to Americans. A Self-Directed IRA offers you the freedom to indulge in the non-traditional assets that best fit your retirement plan. Alternative investments like real estate, Precious Metals, private companies and private lending among others, can provide protection against the volatile cycles of stocks, mutual funds and bond markets.

Although alternative investments can provide risk-reward opportunities not readily found in traditional stock and bond investments, knowledge of the individual risks related to your investment choices is critical. Savvy and novice investors alike should continuously educate themselves. At Vantage, we make that process simple by offering a multitude of free workshops designed around the empowering concepts that directly support your journey to a more financially secure IRA.

Maintaining Your Tax-Deferred Account Status

Because your Vantage Self-Directed IRA is a trust account for your benefit when you retire, your entire transaction – regardless of the investment type – must flow through your self-directed account. If you are purchasing property, for example, the escrow must be opened in the IRA account name. Earnest money deposits are paid from the Self-Directed IRA, all vesting is for the benefit of your Self-Directed IRA, and all investment expenses are paid from the Self-Directed IRA. When you invest through a self-directed account, your IRA, not you, owns the investment. You own the account. Taking control of your retirement requires your vigilance in ensuring that your self-directed transactions don’t disqualify your Self-Directed IRA and subject it to taxation and penalties.

Do you need someone to help you make sense of it all? The comforting voice of one of our knowledgeable staff members is available to assist you.