Truly Self Directed Retirement Plans
Hubert Bromma - Entrust Bank & Trust
January 4, 2008
Over the history of tax advantaged programs, qualified plans and individual retirement accounts have consistently been at the forefront of opportunities to defer tax. Within this context, self directed investment opportunities have not received the attention that standard IRA and Qualified Plan investments, such as stock, bonds, mutual funds and certificates of deposit, have had. Although non-standard investments in tax deferred accounts are relatively small as a proportion of overall US investments, such investments may be a significant part of anyone’s diversified portfolio.
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