If you're changing jobs, a Rollover IRA makes it easy to move your funds without tax penalties. An IRA may also allow you a more diverse set of investment choices to continue to grow your nest egg.

IRAWiz^™ Self Directed IRA

Take control of your investments by managing alternative assets in a IRAWiz™ Self-Directed IRA. Self-directed IRA accounts have always provided an avenue for independent investors who want flexibility when planning for the future. Self-directed IRAs provide such flexibility by providing investors — who demand diversification and customization within their portfolio — an opportunity to invest in alternative assets within an IRA.

With our self-directed IRAs, investors can customize their retirement investment portfolio with:

• Real Estate, LLC's and Limited Partnerships

• Non-traditional or alternative investments such as closely held stocks

• Traditional assets such as publicly available stocks, bonds, mutual funds and CDs

Self-directed IRAs are offered as both a Traditional and a Roth IRA, and all assets may be self-directed.  Different types of investments can be held in one account, whether public, private or alternative investments, and managed through hands-on service. Investors don’t have to wrangle with phone trees or cues, but have direct access to financial advisors who can offer exceptional service and sensible advice.

For More Information Contact
Our Street Smart^® Team —
Lou at lbrown@streetsmartinvestor.com

or call 1-800-578-8580

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