Looking beyond stocks and mutual funds for your retirement savings? A self-directed traditional or Roth IRA offers more flexibility by allowing investments in assets such as real estate, closely held stock and certain precious metals. But that flexibility comes with increased risk, including complex tax rules. Prohibited transactions involving you, certain family members or other disqualified persons can cause the IRA to lose its tax-favored status, potentially triggering income taxes and penalties. Before investing through a self-directed IRA, contact us. We’ll help you understand the rules and avoid costly tax mistakes.
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