Lujan/Merriman Development Group has chosen Pensco Trust Company to give individuals the opportunity to invest using tax sheltered funds in accounts currently held in Traditional IRA’s, Roth IRA’s, or SEP IRA’s.
This partnership gives individuals the opportunity to seamlessly unlock the power of alternative investing while still maintaining a tax-free or tax-deferred status.
What is a Self-Directed IRA?
A Self-Directed Individual Retirement Account (SD-IRA) only differs from other Individual Retirement Accounts (IRAs) in that the IRA owner has more control and flexibility when it comes to choosing investments.
The term “self-directed IRA” is used to describe an IRA in which the custodian or administrator allows for an IRA account to go beyond the stock market and hold non-traded alternative assets. Investing with Lujan/Merriman Development Group is an example of this.
All IRAs allow investments to grow on either a tax-free or tax-deferred basis, and it’s perfectly legal for investors to use any of these IRAs to hold any type of investment (including alternatives if the custodian is authorized to hold alternatives.)
Contact us today to learn about investing with a Self-Direct IRA.