The number one reason individuals who want to invest in a non-traditional asset is the fact that they don’t have access to their retirement funds. In most cases, individual retirement accounts are tied to an employer. Those wishing to invest on their own simply can’t.
That’s why, when transitioning employment, a window of opportunity opens for those who want to take their investments into their own hands.
People transitioning from one job to another are able to take their retirement account with them. To make the most of the funds already invested, individuals can move retirement assets from one company to another, or roll your 401(k) into an IRA. Those wishing to invest on their own can use a job change to do so.
Contact a client service rep at iPlanGroup to learn more about your options.
Free Strategy Session
Are you ready to take the next step with a self-directed IRA?
A free strategy session with our team includes a review of your questions, retirement goals and self-directed IRA account options.