One of the first things we learn as investors is the importance of diversification.  How many times have you heard the expression “Don’t keep all your eggs in one basket”?  A well balanced investment portfolio, we are told, should provide higher returns and pose lower risk than any single or concentrated group of investments.

And then, with most retirement plans, we are offered a handful of “diversified” offerings in just a handful of asset classes.  If you are invested in the “balanced”, “international” and “growth” funds offered through the typical company 401(K) plan, are you really diversified?  As many of us learned too late in this most recent stock market collapse, the answer is a resounding no.

With a self directed IRA, you have the ability to diversify your portfolio by adding a wider range of asset classes such as real estate, privately held stock, commodities and foreign currencies.  While that is a great start, many self directed IRA plans fall short when it comes to managing and balancing a well diversified investment portfolio.

In a self directed IRA held by a 3^rd party custodian, your only in-house investment option is a money market account with an interest rate well below the rate of inflation.  If you want to invest in or re-allocate between, say, stocks and Forex, you need to spend both time and money just getting the custodian to move funds from one brokerage account to another… and in many cases there will be a charge simply for holding the brokerage account within your IRA.

What if you have a rental property or a note that generates good cash flow each month?  Do you want to erode that growth by either parking the income in a money market account or through the cost associated with moving funds to where they can be re-invested productively?

With a Solo 401(k) or Self Directed IRA with Checkbook Control, you are not handcuffed in this manner.  You really can control your retirement investments in ways not possible through any other investment platform.  Not only can you be truly diversified, but you can exercise another key element of smart investing by “always keeping your money working”.

In the checkbook control plans offered by Safeguard Financial, the assets of your retirement plan are held in a specially constructed legal entity which you control.  You can hold a full variety of asset classes in the name of your Checkbook IRA LLC or 401(k) plan trust, and easily move capital between these assets.  The income from the tax lien that was redeemed or the foreclosure fix/flip property that sold can easily and quickly be moved to where it will do you the most good – whether that is another tax lien, a private mortgage, or shares of a Fortune 500 company.

If you are serious about growing your retirement wealth through investing in an array of asset classes with your self directed IRA or Solo 401(k), contact one of our expert IRA advisors today.  We’ll help you establish an investment plan that will enable you to balance your portfolio and re-allocate without unnecessary delays and fees.  Our experienced and professional team will have your Checkbook IRA or Solo 401(k) up and running in 30 days or less with the fastest, turn-key setup process in the industry.

Safeguard Financial
877-229-9763
www.IRA123.com