Why doesn’t my financial adviser know about self-directed IRA investing in Alternatives?

| 0

All IRAs — Traditional, Roth, SEP and Simple – are permitted to hold a wide variety of investments beyond stocks, bonds, mutual funds and ETFs.

Your financial adviser’s firm may limit investment choices or its compliance department may not accept non-traditional assets such as direct real estate investments and promissory notes and deeds of trust.  In other cases, it may simply be due to a lack of knowledge on the part of your adviser.  In that case, you may consider directing your adviser to M2 Trust’s website or having your adviser contact one of our representatives to learn more.

M2 Trust Services specializes in the custody and administration of Alternative Investments held in Self-directed Traditional, Roth, SEP and Simple IRAs.