There has never been a better time to plan for retirement and open a Self-Directed IRA with Entrust. A Self-Directed IRA gives you the option to invest your IRA in Real Estate, Private Stock, LLC’s, Notes, Mortgages, Precious Metals, Gold, Tax Certificates, Futures, Forex, and more. Between the opportunities and tax advantages, there is no reason not to.
Interested in opening an account, but not sure how to? Setting up a Self -Directed IRA account with Entrust is easy, and the prime benefit of a Self-Directed IRA is that you can invest in what you know.
Step 1 – The Application
-On page one, fill out all of the information requested
-On page two, include your beneficiaries and sign and date the page
-On page three, review the disclosure and sign and date the page
-Choose one of the two options on our Fee Schedule
-Include a copy of your driver’s license or passport
-Send in the completed application
Step 2 – Funding Your Account
-Contribution-Make a current or prior year contribution to your plan
-Transfer-Move assets directly from one custodian to another without taking receipt of the funds
-Indirect Rollover-Take receipt of assets for up to 60 days before reinvesting in a new retirement plan
-Direct Rollover-Move assets directly from your qualified retirement plan to a new retirement plan
What are you waiting for? Email Lisa at Lisa@EntrustFreedom.com for a complete application and for any further questions. Entrust will help you every step of the way! With webinars, blogs, events, and books, there are an unlimited amount of resources that you have when choosing Entrust.
Lisa DeZuani is a Client Services Associate at Entrust Freedom, LLC. Entrust has an arsenal of tax free strategies, feel free to contact Lisa for more information or questions at 239-333-1031 x206 or Lisa@EntrustFreedom.com.