I have been investing in real estate, secured real estate loans, joint ventures with builders and startup companies from my self-directed Roth IRA for the past fifteen years. I am a pioneer in these so-called alternative investments.

 

My passion is revealing these opportunities to you.

 

I have a national blog on the subject of Self-Directed Retirement and I have designed and implemented a site for advisors to set up Solo 401k Plans for their clients.

Self-Directed Retirement for a Self-Directed Life

If you believe as I do, that our retirement will soon be entirely self-funded, it is time to become aware of possibilities and opportunities.  Virtually all retirement funds are self-directed.  In a general sense, we all get some say in how our funds will be invested.  I say to my clients, "you need to get ready."

My clients are searching for ways to direct their investments to more than the stock market.  Many are discovering that they can make so-called alternative investments.  Real estate, for instance, is a popular idea for a self-directed retirement account.  Many of my retired clients are asking about how to structure IRA LLC investments or how to move their big company 401(k) to a solo 401(k) to gain checkbook control.  

I am not a baby boomer!  I was born about six months too early for that distinction.  However, I think like a baby boomer.  I want control of my finances.  But control comes with its own set of problems.  Perhaps it is as I wrote in a poem, “… long before I learned that age brings clarity and creativity comes only after learning the notes.”  We all need to prepare for the new challenges of truly self-directed retirement.  It requires that we educate ourselves so we can educate the clients and customers that depend upon us.  It is difficult to advise others if we do not have a full box of tools to do the job. We need to learn the notes.  We have much to talk about. 

 

Call me at 206-718-2775 or email me at garyandersoncpa@gmail.com.