About My Real Estate IRA
Asset Exchange Strategies, LLC advises individuals on how to invest in non-traditional assets (real estate, businesses, notes, etc.) with their IRAs to obtain greater control over investment options while earning tax favorable income. Asset Exchange Strategies, LLC offers complete support, advice and reporting for non-traditional investments.
Similar to a traditional financial advisor, Asset Exchange Strategies works with investors to assess their unique objectives, risk tolerance and other factors, educate them on options and institute a program that allows them to select from a much greater breadth of investment choices. Using their knowledge of industry regulations, Asset Exchange Strategies is able to provide lower fees and greatly expanded investment options. They also enable investors to have greater control over self-directed IRA investment transactions and reduce investor risks and liability through the protection of a Self-Directed IRA LLC. Asset Exchange Strategies’ clients have invested in non-traditional assets as diverse as: homes, horses, natural gas technologies, bridge loans, currency exchange, marinas, motels and numerous other options.
Asset Exchange Strategies, LLC is located near Austin, TX. We are a consortium of financial professionals whose purpose is to educate individuals about the benefits of Self-Directed IRAs available to them in the tax code. As well as the utilization of traditional assets such as securities in retirement plans and the employment of non traditional assets such as real estate. It is our mission to provide you with the tools and knowledge to use those tax dollars to create wealth for you and your family and for generations to come if desired. Asset Exchange Strategies, LLC has benefit of the expertise, of tax attorneys, CPAs, Realtors and other financial experts to find the appropriate methodology and tools.
Our specific area of expertise is in the alternative investment options for retirement products such as self directed IRA, SEPs, Simple IRAs and 401(k). Meet the founder of Asset Exchange Strategies, LLC and our Senior Self-Directed IRA Advisor.
My Real Estate IRA - Advisor
- Asset Exchange Strategies, LLC;
- Helps you set up a self directed IRA with checkbook control; Write checks from your IRA;
- Investment strategy and products you need in order to maximize your self directed IRA.
- Plus investment control. You decide what to invest in without obtaining permission from Custodian/Administrator;
- Asset protection of your retirement.
|
Traditional Facilitators:
-
Offer no advice only the ability to gain checkbook control;
-
No investment strategies or products;
-
No implementation once you are on board;
-
$4,000 or more to get checkbook control with no advice once you are set up;
-
|
Attorney Groups
-
Cost prohibitive. In the 10's of thousands;
-
Offer advice and the ability to gain checkbook control;
-
Limited or No investment strategies;
-
No implementation;
-
If you already have set up a Self Directed IRA, we can help you set up checkbook control.
|
Use of IRA Custodian/Administrator Only:
-
No advice, you only hear what you can't do, not what you can do!
-
No strategy help;
-
Death by FEES!!! Always a fee to pay, this may cost you more that you are earning;
-
Limited capabilities they can only house your money, see what one custodian has on their web site*;
-
No Check book control;
-
No investment opportunity, you're on your own;
-
No one-on-one training for advanced investment strategies;
-
If you already have set up a Self Directed IRA, contact us about checkbook control.
* A plan is not truly Self Directed if products, of any type are sold by an IRA or Plan Trustee, custodian or administrator; as this may result in a conflict of interest. |
|
Our Philosophy Works
Our premise for investing follow the precepts of Professor Markowitz's Modern Portfolio Theory:
The problem is that most investors are driven by the market swings (don't be one of these investors) and rarely profit from the market changes when they occur. If you have been investing for a while you know this to be true. Our advisors will help you position your portfolio so you minimize risk and maximize return on your investment in your Self Directed IRA portfolio.
Click here to see what the SEC says about investing in Mutual Funds and why you may be going around in circles not reaching your goal.
Visit our Raves page to see what people think of us and how we provide satisfaction.
Call us at (512) 528-0801 today! Toll Free Nationwide 866-683-5228
|
