Self Directed Retirement Accounts Focus of Discussion at US Wealth Summit
Beyond Traditional Markets. Capital Market Solutions, LLC (“CMS”) is at the forefront of the Financial Services Industry. CMS’s innovative concepts are bridging the gap between traditional and non-traditional investments with use of the Self Directed Retirement Account (“SDRA”).
Portland, ME, October 31, 2007 --(PR.com)-- Investing Real Estate and non-traditional assets with a SDRA is one of the fastest growing trends in this country. Professionals at CMS continue to travel the country to educate and advise professionals and investors about all the investment possibilities that exist today for retirement accounts, beyond traditional markets.
After showcasing it’s platform at the PENSCO TRUST Symposium, CMS’s president and SDRA activist, Laurie Bachelder, travels to The US Wealth Summit in Nashville, TN to educate a room full of independent CPAs and CFPs from around the country of the opportunities they will have to assist their clients with Real Estate and Alternative Investments in a SDRA.
The attendees at the US Wealth Summit embraced the concept and many will be actively working with Bachelder to ensure their clients are well educated about all the investment opportunities afforded to them under the IRC, including traditional and non traditional.
“Educations is key,” states Bachelder. “It is important for investors and professionals to work with an individual that specializes in this area.”. “It is a great opportunity for many investors, but it is so important that the rules set forth by the IRS be followed”. She goes on to say, “it only takes one person to do things incorrectly to make us all look bad in this industry”.
To reiterate from prior writings, alternative investments are becoming an increasing popular choice for those seeking to invest their retirement plan assets. A growing number of investors are learning they can invest in non traditional assets, such as Real Estate, Business Start ups, Tax liens, LLCs, Private Stock Offerings to name a few, using a Self Directed Retirement Account ("SDRA").* This emerging IRA market is growing at a rapid pace every year and there is an explosion in the demand for alternative investments. These days’ investors prefer to have a greater choice in where they invest beyond traditional stocks and bonds.
Unlike some traditional Investment Advisory Firms, CMS has an extensive understanding of the legal and financial considerations involved in a SDRA. Professionals at CMS, through USWA, educate and advise clients on traditional investments. But they take it one step further by also educating and advising clients on non-traditional investments, something most banks, brokerage firms and other IRA sponsors won’t permit you to do. CMS is an all-inclusive firm, a “one stop shop” if you will. CMS works with clients to educate, legally structure the proper plans to meet compliance with the IRS, and advise on the unique objectives and risk tolerances in regard to not only traditional investments, but also non-traditional investments.**
For more information, visit www.capitalmarketsolutionsllc.com.
*Some restrictions apply. It is important to consult with a professional regarding IRC Pub 590 regarding regulations before investing.
** Securities through U.S. Wealth Advisors, LLC. (USWA), a registered broker-dealer and member FINRA/SIPC. Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor.
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After showcasing it’s platform at the PENSCO TRUST Symposium, CMS’s president and SDRA activist, Laurie Bachelder, travels to The US Wealth Summit in Nashville, TN to educate a room full of independent CPAs and CFPs from around the country of the opportunities they will have to assist their clients with Real Estate and Alternative Investments in a SDRA.
The attendees at the US Wealth Summit embraced the concept and many will be actively working with Bachelder to ensure their clients are well educated about all the investment opportunities afforded to them under the IRC, including traditional and non traditional.
“Educations is key,” states Bachelder. “It is important for investors and professionals to work with an individual that specializes in this area.”. “It is a great opportunity for many investors, but it is so important that the rules set forth by the IRS be followed”. She goes on to say, “it only takes one person to do things incorrectly to make us all look bad in this industry”.
To reiterate from prior writings, alternative investments are becoming an increasing popular choice for those seeking to invest their retirement plan assets. A growing number of investors are learning they can invest in non traditional assets, such as Real Estate, Business Start ups, Tax liens, LLCs, Private Stock Offerings to name a few, using a Self Directed Retirement Account ("SDRA").* This emerging IRA market is growing at a rapid pace every year and there is an explosion in the demand for alternative investments. These days’ investors prefer to have a greater choice in where they invest beyond traditional stocks and bonds.
Unlike some traditional Investment Advisory Firms, CMS has an extensive understanding of the legal and financial considerations involved in a SDRA. Professionals at CMS, through USWA, educate and advise clients on traditional investments. But they take it one step further by also educating and advising clients on non-traditional investments, something most banks, brokerage firms and other IRA sponsors won’t permit you to do. CMS is an all-inclusive firm, a “one stop shop” if you will. CMS works with clients to educate, legally structure the proper plans to meet compliance with the IRS, and advise on the unique objectives and risk tolerances in regard to not only traditional investments, but also non-traditional investments.**
For more information, visit www.capitalmarketsolutionsllc.com.
*Some restrictions apply. It is important to consult with a professional regarding IRC Pub 590 regarding regulations before investing.
** Securities through U.S. Wealth Advisors, LLC. (USWA), a registered broker-dealer and member FINRA/SIPC. Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor.
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Contact
Capital Market Solutions, LLC
Laurie Bachelder
207-879-1127
www.capitalmarketsolutionsllc.com
Contact
Laurie Bachelder
207-879-1127
www.capitalmarketsolutionsllc.com
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