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| If taxpayers are
not satisfied with their current 401 plans or IRAs, there are alternatives
available they may not have contemplated. Investments held in IRAs
or 401 plans may be transferred tax free and penalty free into nonstandard
investments that may provide greater financial and personal return.
The concept is not new, it is just underutilized—probably because
the investment industry does not promote its use.
Corporate non-bank trustees and custodians can receive and hold nonstandard assets over which taxpayers have control. Qualifying nonstandard assets can include retirement homes, businesses, ranches, aircraft, boats, residential rental property, horses, vacant land, tree farms, etc. If taxpayers believe they can exercise better judgment with respect to generating greater financial and personal returns than their current plan administrators or investment advisors have provided, they may enhance their lives by assuming a larger role in their investment planning. For more information please email Nick Romer at romerlaw@hotmail.com requesting a return email containing specifics regarding procedural requirements, available corporate trustees, and U.S. Treasury tax law governing nonstandard asset investments. Or call Nick at 1-800-836-0012. |
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