Size: px
Start display at page:

Download ""

Transcription

1 TM

2

3

4

5

6 Gold is the purest and oldest form of money. Its value is not subject to the whim of governments, politicians, or central bankers. Gold has survived every economic circumstance that civilization has ever known. For 5000 years, gold has preserved wealth in times of economic hardship and crisis. Gold is an important aspect of a rational retirement plan.

7 STEP1 OPEN Once you have decided to protect your retirement savings with precious metals, contact your Goldco Precious Metals IRA Expert to open an account with a custodian. Your Goldco Precious Metals IRA Expert will assist you in completing your application. Once your application is submitted, Goldco Precious Metals will create your new precious metals retirement account. STEP 2 FUND Goldco Precious Metals will work directly with your custodian to roll over your 401(k) or IRA assets into your new Goldco Precious Metals IRA account. STEP 3 CHOOSE Finally, Goldco Precious Metals will exchange the existing paper assets for physical precious metals. You will work directly with your Goldco Precious Metals IRA Expert to determine the precious metals products that best fit your investment portfolio.

8

9 Retirement Savings 51% of Americans are not saving for retirement Financial planning requires one to think seriously about their finances, and many Americans would prefer not to and then don t, says Stephen Brobeck, executive director of CFA. But having a personal financial plan helps both rich and poor achieve their financial goals. Traditional 401(k)s Your nest egg should deliver 70-90% of your pretax, pre-retirement salary We re going from bad to worse, Diane Oakley, executive director of the National Institute on Retirement Security, told The Washington Post. Already, fewer private-sector workers have access to stable pension plans. And the savings in individual retirement savings accounts like 401(k) plans which already are severely underfunded continue to leak out at a high rate. Diversification 5%-10% invested in precious metals Financial professionals recommend diversifying your portfolio by placing a minimum of 5-10% in precious metals, and in some cases as much as %. The IRS does not restrict the amount of precious metal an individual can place in an IRA.

10 79 Au gold Ag silver

11 GOLD AMERICAN EAGLE GOLD CANADIAN MAPLE LEAF.995+ PURE GOLD BARS

12 $1800 $1600 $1400 The Price of Gold Gold has increased in value over 480% since 2000 $1200 $1000 $800 $600 $400 $ $40 $35 $30 $25 $20 $15 6% Jewelry: 43% Technology: 10% Silver has increased in value over 400% since Bars 2000 & Coins: 29% 43% Exchange-traded Funds & Similar: 6% 29% 12% The Price of Silver % Central Bank Net Purchases: 12% $10 $5

13

14 Au gold Ag silver

15 SILVER AMERICAN EAGLE PROOFS SILVER AMERICAN EAGLE SILVER CANADIAN MAPLE LEAF.999+ PURE SILVER BARS

16 $600 $400 $ $40 $35 $30 The Price of Silver Silver has increased in value over 400% since 2000 $25 $20 $15 $10 $5 $ % 18% 14% 55% Industrial: 55% Photography: 8% Jewelry: 18% Silverware: 5% Coins & Medals: 14% 8%

17

18

19 Unique Finish Coin blanks are struck multiple times to ensure detailed coin images. Intrinsic Value A truly anti-inflation investment, proof coins produce returns that compare favorably to inflation rates. Mint Mark American Eagle Proof Coins have a limited mintage, signified by a mint mark that is not found on standard American Eagle coins. Never Been Touched by Human Hands Each proof coin is carefully inspected, and sealed in an airtight container. Limited Mintage and Rarity A limited number of proof coins are struck each year, and certain years have sold out soon after being issued. Certified by the US Mint Every proof coin comes in a beautiful velvet presentation case, with an official Certificate of Authenticity from the US Mint. This certificate outlines the US government s guarantee of the coin s weight, content, and purity.

20 Do You Have One or More 401(k)s From Previous Employers?

21 Trusted Precious Metals Custodians Self Directed IRA Services, Inc. was founded in 2008 as a wholly-owned subsidiary of Horizon Bank. New Direction IRA is a trusted provider of investor education as well as custodial and administrative services for retirement accounts and HSAs. Equity Institutional is a Division of Equity Trust Company, headquartered in Elyria, Ohio. GoldStar Trust Company is one of the nation s leading Self-Directed IRA custodians with over twenty years of experience. For over 30 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Vantage specializes in recordkeeping services for individuals and small business owners who wish to include non-traditional assets within their tax-deferred and tax-free portfolios. The regional offices of Advanta IRA have over 25 years of experience and success in our industry.

22

23

24

25

26 TM TM Toll Free 855-GOLD-IRA Fax

27 Specials $25,000 1 YEAR NO ACCOUNT & NO SETUP FEES $50,000 2 YEARS NO ACCOUNT & NO SETUP FEES $75,000 3 YEARS NO ACCOUNT & NO SETUP FEES + A Free 1 oz Proof Silver American Eagle $100,000 3 YEARS NO ACCOUNT & NO SETUP FEES + A Free 1/10 oz Proof Gold American Eagle

28 BBB RATING A+ BBB business RATING consumer alliance AAA A+ business TrustLink consumer Read Our 5 alliance Star Reviews A+ BBB RATING AAA TrustLink business consumer alliance AAA Read Our 5 Star Reviews TrustLink Read Our 5 Star Reviews A+ business consumer alliance AAA A+ business TrustLink consumer alliance AAA Read Our 5 Star Reviews A+ TrustLink business consumer alliance AAA Read Our 5 Star Reviews TrustLink Read Our 5 Star Reviews A+ TrustLink A+ Read Our 5 Star Reviews TrustLink business consumer alliance A+ AAA Read Our 5 Star Reviews business TrustLink consumer alliance AAA Read Our 5 Star Reviews business consumer alliance AAA

Gold & Silver IRA Strategy Guide. Wealth. Stability. Security.

Gold & Silver IRA Strategy Guide. Wealth. Stability. Security. Gold & Silver IRA Strategy Guide Wealth. Stability. Security. TABLE OF CONTENTS Diversification............................. Precious Metals IRA....................... Getting Started............................

More information

DIVERSIFY YOUR RETIREMENT SAVINGS WITH A PRECIOUS METALS IRA

DIVERSIFY YOUR RETIREMENT SAVINGS WITH A PRECIOUS METALS IRA DIVERSIFY YOUR RETIREMENT SAVINGS WITH A PRECIOUS METALS IRA Contact Us: 800.418.0235 IRA@APMEX.COM CAUTIONARY STATEMENT 2 This information is for informational purposes only and is not to be relied on

More information

A Quick Guide to Gold IRAs. American IRA, LLC

A Quick Guide to Gold IRAs. American IRA, LLC A Quick Guide to Gold IRAs American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets. YES! You CAN Own Gold

More information

Introduction to. A Wealth Protection Strategy

Introduction to. A Wealth Protection Strategy Introduction to Investing in Gold A Wealth Protection Strategy To begin a discussion on portfolio diversification with Gold, let s start by examining the reasons investors purchase Gold in the first place.

More information

An Investors Guide To Precious Metals

An Investors Guide To Precious Metals An Investors Guide To Precious Metals 7033 E. Greenway Pkwy #280 Scottsdale, Arizona 85254 CALL US NOW! Toll Free 1.800.899.3558 Phone: 480-447-5202 Precious Metals: The Smart Choice For Your Portfolio

More information

Storage Requirements for IRA-Owned Precious Metals

Storage Requirements for IRA-Owned Precious Metals Storage Requirements for IRA-Owned Precious Metals Overview IRAs and Precious Metals General Storage Requirements Storage Requirements of Precious Metals in an IRA LLC Conclusion July 2015 A subsidiary

More information

The Beginner s Guide to. Investing in Precious Metals

The Beginner s Guide to. Investing in Precious Metals The Beginner s Guide to Investing in Precious Metals Since the beginning of time, gold and silver have been recognized as valuable and a sign of wealth. Even today, precious metals hold a strong place

More information

Retirement Options: guide to Individual Retirement Accounts through Lending Club

Retirement Options: guide to Individual Retirement Accounts through Lending Club Retirement Options: guide to Individual Retirement Accounts through Lending Club This material is provided for informational purposes only. Information in this brochure is not directed to the specific

More information

Self-Directed Investing & Due Diligence

Self-Directed Investing & Due Diligence Self-Directed Investing & Due Diligence Fall 2012 Introduction Self-directed retirement accounts provide the opportunity to diversify a retirement portfolio with investments that you know and understand.

More information

AN INVESTOR S GUIDE: Tax-Advantaged Private Equity Investing

AN INVESTOR S GUIDE: Tax-Advantaged Private Equity Investing AN INVESTOR S GUIDE: Tax-Advantaged Private Equity Investing Tax-Advantaged Private Equity Investing Institutions and financial professionals have long realized that private equity can deliver significant

More information

Why a Self-Directed IRA?

Why a Self-Directed IRA? Growing Wealth For investors ready to manage their own money in a tax-advantaged vehicle, nothing makes as much sense as a self-directed IRA. And no other self-directed IRA plan makes as much sense as

More information

Build Your Business with Self- Directed IRAs

Build Your Business with Self- Directed IRAs 1 Build Your Business with Self- Directed IRAs Connection Wednesday, August 29 th, 11:30 CST objectives 2 WHAT are self-directed IRAs WHEN can retirement accounts own real estate WHY real estate make sense

More information

Self-Directed IRAs Made Easy

Self-Directed IRAs Made Easy Self-Directed IRAs Made Easy All information provided is for discussion purposes only. Please consult your tax advisor before entering into any financial transactions. About Advanta IRA As the nation s

More information

AN INVESTOR S GUIDE. Private Equity Investing Using a Tax-Advantaged Account

AN INVESTOR S GUIDE. Private Equity Investing Using a Tax-Advantaged Account AN INVESTOR S GUIDE Private Equity Investing Using a Tax-Advantaged Account Savvy investors realize that private equity can deliver significant rewards. When those investments are held in a tax-advantaged

More information

2015 PRECIOUS METALS WHITEPAPER YOU CAN T AFFORD TO MISS THIS GOLDEN OPPORTUNITY.

2015 PRECIOUS METALS WHITEPAPER YOU CAN T AFFORD TO MISS THIS GOLDEN OPPORTUNITY. 2015 PRECIOUS METALS WHITEPAPER { } YOU CAN T AFFORD TO MISS THIS GOLDEN OPPORTUNITY. SAFARI FINANCIAL PARTNERS WITH US GOLD & SILVER ADVISORS 2 Special points of interest: Why Buy Gold and Silver From

More information

What You Should Know About AES & Self-Directed IRA Investing

What You Should Know About AES & Self-Directed IRA Investing What You Should Know About AES & Self-Directed IRA Investing It s not how much you have in your retirement but how you grow the assets in the account! Asset Exchange Strategies, LLC (AES) National Advisors

More information

The Advantages Of A Self Directed IRA For Investment Real Estate. Presented By Bob Malecki

The Advantages Of A Self Directed IRA For Investment Real Estate. Presented By Bob Malecki The Advantages Of A Self Directed IRA For Investment Real Estate Presented By Bob Malecki Contents Facts and History Benefits of Self Directed IRAs SDIRA Types & Setup Investment Options Guidelines My

More information

TOP FIVE REASONS IRA TO GOLD

TOP FIVE REASONS IRA TO GOLD (855)-GOLD-IRA GoldcoPreciousMetals.com TOP FIVE REASONS IRA TO GOLD TO CONVERT YOUR TM Goldco Precious Metals consistently had the best ratings. And after talking with a couple of the associates, I can

More information

THE PRECIOUS METALS GUIDE: Investment Insights and Services

THE PRECIOUS METALS GUIDE: Investment Insights and Services THE PRECIOUS METALS GUIDE: Investment Insights and Services Thank You FOR CHOOSING APMEX. I hope our products and your entire APMEX experience meet or exceed your expectations. We ve created this guide

More information

ProCoins Gold and Silver Coin Brief

ProCoins Gold and Silver Coin Brief ProCoins Gold and Silver Coin Brief We Buy large and small coins & collections ProCoins 412-551-7068 joe@procoins.com 1 Bullion & Foreign Gold Coins These are Coins or Bars that are made from Gold, Platinum

More information

PRECIOUS METALS IRA HOW TO GET STARTED

PRECIOUS METALS IRA HOW TO GET STARTED PRECIOUS METALS IRA HOW TO GET STARTED Sterling Trust, a division of Equity Trust Company, is a national leader among IRA custodians that hold precious metals in IRA accounts. In fact, as an industry leader,

More information

Exploring the Roth 401(k)

Exploring the Roth 401(k) Exploring the Roth 401(k) Our Purpose Today What is the Roth 401(k)? How does it differ from traditional 401(k)s? How does it differ from Roth IRAs? Other points to consider Is the Roth 401(k) right for

More information

Precious Metals and IRA Retirement Portfolio

Precious Metals and IRA Retirement Portfolio Universal Coin & Bullion s INVESTOR S PROFIT MARCH 2007 ADVISORY Numismatic Literary Guild Award Winner for Best Dealer Publication industry wide! Universal Coin & Bullion 7410 Phelan Boulevard Beaumont,

More information

IRA opportunities at UBS

IRA opportunities at UBS IRA opportunities at UBS IRAs are highly popular and effective retirement savings vehicles that give your investment earnings the benefit of tax-favored treatment and provide an ideal supplement to employer-sponsored

More information

GOLD TRUST FINANCIAL

GOLD TRUST FINANCIAL GOLD TRUST FINANCIAL RISKS AND DISCLOSURES WHEN INVESTING IN PRECIOUS METALS CERTAIN CONSIDERATIONS Gold Trust Financial, Inc. ( GTF ) facilitates investment in and collection of various types and grades

More information

Real Estate Info Packet

Real Estate Info Packet Real Estate Info Packet Dear Investor, Thank you for your interest in a CamaPlan for your self-directed investment needs. If you are someone looking to take control of your financial future and invest

More information

Select FIXED annuities

Select FIXED annuities THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY SINGLE PREMIUM DEFERRED ANNUITY Select FIXED annuities 14-1443-02 (0205) 1 Prudent investors recognize the VALUABLE BENEFITS of having a fixed annuity in

More information

Ross Baldwin National Coin Broker

Ross Baldwin National Coin Broker Investors Guide to Rare Coins and Precious Metals Ross Baldwin National Coin Broker During uncertain times, shifting savings and investments into metals - including gold and silver bullion and rare coins

More information

Investment Alternatives For Tax-Sheltered Annuity Assets

Investment Alternatives For Tax-Sheltered Annuity Assets Investment Alternatives For Tax-Sheltered Annuity Assets A Guide To 403(b)(7) Custodial Accounts. You may find it surprising that annuities are not the only investments available for your 403(b) retirement

More information

Alternative Asset Classes Page 1 ALTERNATIVE ASSET CLASSES: AN INTRODUCTION

Alternative Asset Classes Page 1 ALTERNATIVE ASSET CLASSES: AN INTRODUCTION Alternative Asset Classes Page 1 ALTERNATIVE ASSET CLASSES: AN INTRODUCTION PART OF SOUND PORTFOLIO MANAGEMENT IS DIVERSIFYING INVESTMENTS SO THAT IF ONE TYPE OF INVESTMENT IS PERFORMING POORLY, ANOTHER

More information

For your free precious metals investment consultation, ccall Tom Cloud at (800) 247-2812. For the best prices including free shipping and insurance,

For your free precious metals investment consultation, ccall Tom Cloud at (800) 247-2812. For the best prices including free shipping and insurance, With gold and silver prices making new highs over the last several years, many investors are just now beginning to turn their attention to the precious metals markets. Gold and silver can play an important

More information

A Comprehensive Guide to the Gold Price. The American Silver Eagle

A Comprehensive Guide to the Gold Price. The American Silver Eagle A Comprehensive Guide to the Gold Price The American Silver Eagle Table of Contents Introduction... 2 Dimensions and Physical Specifications... 3 Description... 3 United States Mint... 5 Manufacturing

More information

Investing for Retirement

Investing for Retirement Investing for Retirement Asset Allocation Rollovers Dr. Suzanne Badenhop Professor/Extension Specialist College of Agriculture Understanding investing for retirement Asset Allocation Diversification Rebalance

More information

A Quick Guide to Real Estate IRAs. American IRA, LLC

A Quick Guide to Real Estate IRAs. American IRA, LLC A Quick Guide to Real Estate IRAs American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets. YES! You CAN Own

More information

Q&A s. Would it be better to contribute to my Roth or traditional IRA this year? I have $5,000 which I could contribute.

Q&A s. Would it be better to contribute to my Roth or traditional IRA this year? I have $5,000 which I could contribute. Q&A s Question & Answer Categories: IRA IRA Investing Misc. Mutual funds & ETFs Other investments Would it be better to contribute to my Roth or traditional IRA this year? I have $5,000 which I could contribute.

More information

KOOS Precious Metals. Values with growth potential

KOOS Precious Metals. Values with growth potential KOOS Precious Metals Values with growth potential Gold. Timelessly enduring forever fascinating. Since time immemorial, gold has been the most fascinating investment product in the world. With unbeatable

More information

2014-2015 Entrust Account Guide

2014-2015 Entrust Account Guide 2014-2015 Entrust Account Guide Helping You Direct Your Future Account Guide Individual Retirement Accounts Traditional and Roth IRAs Go To Section Small Business Retirement Accounts SEP and SIMPLE IRAs

More information

The Checkbook IRA - Welcome to Freedom

The Checkbook IRA - Welcome to Freedom The Checkbook IRA - Welcome to Freedom Contents Self directed IRA accounts Benefits and Guidelines IRA LLC Structure How can it benefit me? Creative Investment Possibilities How Much does it cost? What

More information

The Checkbook IRA Invest Like a Billionaire www.premieroffshore.com

The Checkbook IRA Invest Like a Billionaire www.premieroffshore.com The Checkbook IRA Invest Like a Billionaire Contents Offshore Checkbook IRA LLCs Benefits and Guidelines How it Works Tax Benefits of Going Offshore Invest Like a Pro How Much does it cost? Summary What

More information

Self-Directed IRA s Made Easy

Self-Directed IRA s Made Easy Self-Directed IRA s Made Easy Entrust Freedom, LLC 4560 Via Royale#1 Fort Myers, FL. 33919 Phone: (239) 333-1031 Toll Free: (866) 839-0429 www.entrustfreedom.com About Entrust Freedom, LLC Principal Expertise

More information

SELF DIRECTED IRA PERSONAL LOANS

SELF DIRECTED IRA PERSONAL LOANS SELF DIRECTED IRA PERSONAL LOANS Self directed ira personal loan Self-Directed IRA Loans. At Merchants. We now have a portfolio product for investors looking to do rehab property loans utilizing their

More information

Using Your Retirement Accounts for Private Lending. American IRA, LLC

Using Your Retirement Accounts for Private Lending. American IRA, LLC Using Your Retirement Accounts for Private Lending American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets.

More information

How to Evaluate An Investment Advisor

How to Evaluate An Investment Advisor Key Questions to Ask an Investment Advisor Specially Prepared for Continental Airlines Pilots Nearing Retirement You have built a substantial retirement nest egg over the years. Soon, you can relax and

More information

SAVING FOR RETIREMENT

SAVING FOR RETIREMENT CHARTING YOUR COURSE SERIES: SAVING FOR RETIREMENT Retirement planning for public sector employees Why save now? Starting to save early, being disciplined about saving enough, and prudently investing those

More information

Fuel Your IRA with Oil and Gas

Fuel Your IRA with Oil and Gas Fuel Your IRA with Oil and Gas Oil and Gas IRA s Made Easy AdvantaIRA Trust, LLC Offices in Miami, Fort Myers and Gainesville www.advantaira.com What is a Self-Directed IRA? Many people hear the term Self-Directed

More information

Introducing the Supercharged Roth!

Introducing the Supercharged Roth! Introducing the Supercharged Roth! Now Every American Can Enjoy Roth Benefits New Roth 401(k) Allows Contributions Up to $20,000 with NO Income Limits Two of the most popular types of retirement savings

More information

Filed Electronically September 22, 2015

Filed Electronically September 22, 2015 Filed Electronically September 22, 2015 Office of Regulations and Interpretations Employee Benefits Security Administration U.S. Department of Labor 200 Constitution Avenue, NW, Room N-5655 Washington,

More information

Your 401(k) Quick tips

Your 401(k) Quick tips Your 401(k) Quick tips The 401(k) plan offers you an easy way to prepare for retirement, and provides great benefits that help you boost your savings, including: Company matching contribution of up to

More information

MULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA

MULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA MULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA Marc Mathys, Attorney-at Law An estimated 3 trillion dollars are investing in stocks, bonds, mutual funds and CD s with tax deferred

More information

Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now

Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process

More information

How to Understand Retirement Goals and Save Taxes

How to Understand Retirement Goals and Save Taxes Slide 1 Slide 2 Investing For Your Best Years: Retirement Slide 3 Module Objectives After completing this module you should be able to: Understand how to define retirement goals Understand how to reach

More information

RETIREMENT ACCOUNTS (c) Gary R. Evans, 2006-2011, September 24, 2011. Alternative Retirement Financial Plans and Their Features

RETIREMENT ACCOUNTS (c) Gary R. Evans, 2006-2011, September 24, 2011. Alternative Retirement Financial Plans and Their Features RETIREMENT ACCOUNTS (c) Gary R. Evans, 2006-2011, September 24, 2011. The various retirement investment accounts discussed in this document all offer the potential for healthy longterm returns with substantial

More information

SELF-DIRECTED REAL ESTATE DEALS

SELF-DIRECTED REAL ESTATE DEALS SELF-DIRECTED REAL ESTATE DEALS 1 THE SELF DIRECTED IRA Using an investment tool called a Self-Directed IRA, you can move beyond stocks, bonds, and mutual funds and create a portfolio that truly works

More information

PENTEGRA RETIREMENT SERVICES QUALIFIED PLAN 401(k) PLAN DESIG GN N Building successful outcomes begins with effective plan design

PENTEGRA RETIREMENT SERVICES QUALIFIED PLAN 401(k) PLAN DESIG GN N Building successful outcomes begins with effective plan design PENTEGRA RETIREMENT SERVICES QUALIFIED PLAN 401(k) PLA AN DESIGN Building successful outcomes begins with effective plan design BUILDING A SUCCESSFUL 401(k) GETTING IT RIGHT How do you measure the success

More information

Small Business Retirement Plans at E*TRADE HELP AND GUIDANCE FOR EVERY SMALL BUSINESS OWNER

Small Business Retirement Plans at E*TRADE HELP AND GUIDANCE FOR EVERY SMALL BUSINESS OWNER Small Business Retirement Plans at E*TRADE HELP AND GUIDANCE FOR EVERY SMALL BUSINESS OWNER Small Business Plan recommendations Powerful online tools and resources Support from Small Business Retirement

More information

Invest your IRA in Non-Traditional Assets

Invest your IRA in Non-Traditional Assets Invest your IRA in Non-Traditional Assets Security Trust Company Security Trust Company is a retirement plan administrator only and does not provide legal, tax, or investment advice. Security Trust Company

More information

THE POWER OF AN IRA.

THE POWER OF AN IRA. THE POWER OF AN IRA. Put the Power of an IRA to Work For You Whether retirement seems like a lifetime away or is just around the corner, getting started on your retirement savings plan is one of the smartest

More information

PAPER ASSETS GOLD IRA DEPOSITORY

PAPER ASSETS GOLD IRA DEPOSITORY I HERE S HOW... A B Gold for Physical Delivery: 100% Insured Gold delivered right to your doorstep. Complete Privacy. DOLLARS GOLD HOME DELIVERY Gold for your IRA: Your IRA converted into a tax-free, no

More information

David W. Donahue ʜDavid W. Donahue, Jr., CFA

David W. Donahue ʜDavid W. Donahue, Jr., CFA David W. Donahue ʜDavid W. Donahue, Jr., CFA Much is being heard these days about the stretch IRA strategy. This idea is being suggested as the answer to the IRA and estate concerns of many investors.

More information

A Guide to Investing in. Gold

A Guide to Investing in. Gold A Guide to Investing in Gold A Guide to Investing in Gold HISTORIC ROLE OF GOLD 2 GOLD SUPPLY 3 GOLD DEMAND 5 THE PRICE OF GOLD 6 WHY INVEST IN GOLD 6 Long-Term Store of Value 6 Asset of Last Resort 8

More information

Real Estate IRAs: Secrets Revealed by Dick Desich

Real Estate IRAs: Secrets Revealed by Dick Desich Real Estate IRAs: Secrets Revealed by Dick Desich EQUITY TRUST COMPANY Thank you for requesting my free mini-course, Real Estate IRAs: Secrets Revealed. Now that we re in the second decade of the century,

More information

Getting Started About the 401(k) plan. Who is eligible to enroll? What is a Roth 401(k) contribution? Why should I participate in the Program?

Getting Started About the 401(k) plan. Who is eligible to enroll? What is a Roth 401(k) contribution? Why should I participate in the Program? The State of Tennessee 401(k) Deferred Compensation Program (your Program) is a supplemental retirement savings program that is designed to work with the Tennessee Consolidated Retirement System (TCRS)

More information

Retirement on the. Brain. Your Retirement Plan: Don t pass up the perks

Retirement on the. Brain. Your Retirement Plan: Don t pass up the perks Retirement on the Brain Your Retirement Plan: Don t pass up the perks Retirement on the Brain Your Retirement Plan Understanding the advantages of your retirement plan is crucial in making wise savings

More information

Inheriting retirement assets as a nonspouse beneficiary

Inheriting retirement assets as a nonspouse beneficiary Inheriting retirement assets as a nonspouse beneficiary When you inherit IRAs or other retirement plan assets, you will have many planning and distribution considerations. Some of your decisions will be

More information

A Regent Gold Group Special Report

A Regent Gold Group Special Report A Regent Gold Group Special Report Free Report: How to Gain Checkbook Control of Your IRA Note: This Special Report takes a look at how individual investors can assume Checkbook Control over their tax-deferred

More information

10 Steps to a Self Directed IRA LLC

10 Steps to a Self Directed IRA LLC FREE REPORT!! Learn the Process Necessary to Setup and Operate a Self Directed IRA LLC with Checkbook Control 10 Steps to a Self Directed IRA LLC What YOU Need to Know About Setting Up a Self Directed

More information

Your retirement income. Managing your retirement plan assets

Your retirement income. Managing your retirement plan assets Your retirement income Managing your retirement plan assets Taking control of your retirement assets If you are changing jobs, displaced, or retiring, you may find yourself facing one of the most important

More information

MODULE 3 THE NEXT BIG THING

MODULE 3 THE NEXT BIG THING INVESTING: STOCKS, BONDS & MUTUAL FUNDS This lesson has students learning about stocks, bonds, and mutual funds. The concepts of risk and reward, and return on investment (ROI) are explored. The FIT Work

More information

Self-Directed IRA. Investing Guide. Combine IRA tax advantages with alternative investment opportunities.

Self-Directed IRA. Investing Guide. Combine IRA tax advantages with alternative investment opportunities. Self-Directed IRA Investing Guide Combine IRA tax advantages with alternative investment opportunities. Self-Dir ected IRAs and more... Self-Directed IRAs and more... Contents INTRODUCTION BENEFITS OF

More information

Precious Metals Demand Outside of China. Terence Hanlon President, Dillon Gage Metals. LBMA Bullion Market Forum Shanghai, China May 26, 2011

Precious Metals Demand Outside of China. Terence Hanlon President, Dillon Gage Metals. LBMA Bullion Market Forum Shanghai, China May 26, 2011 Precious Metals Demand Outside of China Terence Hanlon President, Dillon Gage Metals LBMA Bullion Market Forum Shanghai, China May 26, 2011 I would like to thank Stewart Murray and his colleagues at the

More information

Small Business Retirement Accounts. SEP and SIMPLE IRAs. Direct Your Future. www.theentrustgroup.com

Small Business Retirement Accounts. SEP and SIMPLE IRAs. Direct Your Future. www.theentrustgroup.com Direct Your Future Small Business Retirement Accounts SEP and SIMPLE IRAs SIMPLE IRA What is a SIMPLE IRA? A SIMPLE (Savings Incentive Match Plan for Employees) is an IRA-based plan that gives employers

More information

A Guide to. Planning for Retirement INVESTMENT BASICS SERIES

A Guide to. Planning for Retirement INVESTMENT BASICS SERIES A Guide to Planning for Retirement INVESTMENT BASICS SERIES It s Never Too Early to Start What You Need to Know About Saving for Retirement Most of us don t realize how much time we may spend in retirement.

More information

Alternative Retirement Financial Plans and Their Features

Alternative Retirement Financial Plans and Their Features RETIREMENT ACCOUNTS Gary R. Evans, 2006-2013, November 20, 2013. The various retirement investment accounts discussed in this document all offer the potential for healthy longterm returns with substantial

More information

REAL ESTATE IRAS. Ò Presented by Mark Gannon

REAL ESTATE IRAS. Ò Presented by Mark Gannon REAL ESTATE IRAS Presented by Mark Gannon Gannon Real Estate has helped persons with IRA funded farm real estate purchases but does not recommend certain companies or receive compensation for referring

More information

INDIVIDUAL 401(k) Plan

INDIVIDUAL 401(k) Plan INDIVIDUAL 401(k) Plan Guidebook Contents WELCOME. When you commit to saving for retirement, you want to invest with a company that shares your dedication to hard work and results. At T. Rowe Price, we

More information

RETIREMENT PLANNING 101. November 18, 2014

RETIREMENT PLANNING 101. November 18, 2014 RETIREMENT PLANNING 101 November 18, 2014 WHEN YOU IMAGINE YOUR RETIREMENT, WHAT DO YOU SEE? THE RETIREMENT PLANNING ROAD MAP Implement Plan Basic Questions Crunching Numbers Tax-advantaged Retirement

More information

Company Profile. Promoters of Physical Assets

Company Profile. Promoters of Physical Assets Company Profile Promoters of Physical Assets Velvet Assets Pty Ltd / ABN: 98 163 551 782 / Ph: 1800 266 113 / www.velvetassets.com.au / info@velvetassets.com.au 1 About Us Velvet Assets are boutique promoters

More information

PRECIOUS METALS: CONSIDER AS A CORE COMPONENT OF YOUR BALANCED PORTFOLIO

PRECIOUS METALS: CONSIDER AS A CORE COMPONENT OF YOUR BALANCED PORTFOLIO PRECIOUS METALS: CONSIDER AS A CORE COMPONENT OF YOUR BALANCED PORTFOLIO There s more than luster and glamour to Precious Metals. For centuries, Precious Metals have been considered a source of value.

More information

Self-Directed Retirement Accounts. Tax Lien Investing

Self-Directed Retirement Accounts. Tax Lien Investing Self-Directed Retirement Accounts & Tax Lien Investing Security Trust Company & Paul Vojchehoske of the Real Estate Resource Institute Security Trust Company Security Trust Company is a retirement plan

More information

Self-Directed IRAs & 401(k)s. What Your Stock Broker Never Told You

Self-Directed IRAs & 401(k)s. What Your Stock Broker Never Told You Self-Directed IRAs & 401(k)s What Your Stock Broker Never Told You 2015 Your Stock Broker or Mutual Fund Company says! You can buy what?! Stocks! Mutual Funds! Bonds! Maybe options, commodities or other

More information

Investing in the Future

Investing in the Future Investing in the Future Many years ago, an American company had the slogan, The Future is NOW. Still another company crowed, The future is here! Neither is true the future is the future, while NOW is the

More information

1 TROY OUNCE GOLD INGOT

1 TROY OUNCE GOLD INGOT 1 TROY OUNCE GOLD INGOT 1 TROY OUNCE GOLD INGOT DIMENSIONS 25.30mm wide x 41.40mm high x 1.75mm deep The Republic Metals 1 troy ounce gold ingot is minted using.9999 LBMA Certified fine gold, refined and

More information

Financial Wellness & Education Retirement. Rollovers Understanding your options

Financial Wellness & Education Retirement. Rollovers Understanding your options Financial Wellness & Education Retirement Rollovers Understanding your options Examine the options The smart way to handle a retirement plan distribution. Whether retiring, leaving your employer or changing

More information

PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE

PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE P A C I F I C C R E S T F I N A N C I A L A D V I S O R S, L L C PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE We are pleased to offer you the opportunity to meet with us on a no-obligation basis. In order

More information

JPMorgan INVEST. You work hard for your money. Now keep it working for you with a JPMorgan Invest IRA. IRA Decision Guide

JPMorgan INVEST. You work hard for your money. Now keep it working for you with a JPMorgan Invest IRA. IRA Decision Guide IRA Decision Guide JPMorgan INVEST You work hard for your money. Now keep it working for you with a JPMorgan Invest IRA. JPMorgan Invest One Beacon Street, Boston, MA 0208 (800) 776-606 jpmorganinvest.com

More information

EXPLORING YOUR IRA OPTIONS. Whichever you choose traditional or Roth investing in an IRA is a good step toward saving for retirement.

EXPLORING YOUR IRA OPTIONS. Whichever you choose traditional or Roth investing in an IRA is a good step toward saving for retirement. EXPLORING YOUR IRA OPTIONS Whichever you choose traditional or Roth investing in an IRA is a good step toward saving for retirement. 2 EXPLORING YOUR IRA OPTIONS Planning for retirement can be a challenging

More information

Investing in Bonds Page 1 INVESTING IN BONDS

Investing in Bonds Page 1 INVESTING IN BONDS Investing in Bonds Page 1 INVESTING IN BONDS WHEN BUYING A BOND, YOU ARE LOANING MONEY TO A BOND ISSUER IN NEED OF CASH TO FINANCE A VENTURE OR FUND A PROGRAM, SUCH AS A CORPORATION OR GOVERNMENT AGENCY.

More information

Survival 401k, LLC. The Solo 401k Solution. Wise Decisions For Perilous Times. Phone: 844-650-5733 www.survival401k.com

Survival 401k, LLC. The Solo 401k Solution. Wise Decisions For Perilous Times. Phone: 844-650-5733 www.survival401k.com Survival 401k, LLC The Solo 401k Solution Wise Decisions For Perilous Times Phone: 844-650-5733 www.survival401k.com THE PREMIER INVESTING TOOL FOR ENTREPRENEURS Our Solo 401k plan is approved by the IRS

More information

Precious Metals. Transaction. If you have questions, please email or call us at: pmat@ndira.com, 303-546-7930 or (Toll Free) 877-742-1270 x 185

Precious Metals. Transaction. If you have questions, please email or call us at: pmat@ndira.com, 303-546-7930 or (Toll Free) 877-742-1270 x 185 Precious Metals Transaction How-To Guide If you have questions, please email or call us at: pmat@ndira.com, 303-546-7930 or (Toll Free) 877-742-1270 x 185 Welcome Precious Metals Asset Team (PMAT) New

More information

Non Ferrous Metal & Investment Behaviour: A Hedging Approach

Non Ferrous Metal & Investment Behaviour: A Hedging Approach Global Journal of Finance and Management. ISSN 0975-6477 Volume 6, Number 6 (2014), pp. 529-534 Research India Publications http://www.ripublication.com Non Ferrous Metal & Investment Behaviour: A Hedging

More information

Farm Credit Foundations Defined Contribution/ 401(k) Plan. Roth 401(k) Farm Credit Foundations. Passionately and Tenaciously Creating HR Solutions!

Farm Credit Foundations Defined Contribution/ 401(k) Plan. Roth 401(k) Farm Credit Foundations. Passionately and Tenaciously Creating HR Solutions! Farm Credit Foundations Farm Credit Foundations Defined Contribution/ 401(k) Plan Passionately and Tenaciously Creating HR Solutions! Roth 401(k) Passionately www.farmcreditfoundations.com and Tenaciously

More information

Self-Directed IRAs, The Best Kept Secret

Self-Directed IRAs, The Best Kept Secret Free Special Report: Self-Directed IRAs, The Best Kept Secret Dear Reader, Thank you for responding to our offer for a special report. At this time next year, you will be richer for the information you

More information

Your Guide to. Individual Retirement Accounts

Your Guide to. Individual Retirement Accounts Your Guide to Individual Retirement Accounts Your Guide to Individual Retirement Accounts (IRAs) TRADITIONAL AND ROTH IRAs ROLLOVERS A CONSUMER S GUIDE TO IRA ELIGIBILITY AND BENEFIT CHART Only 10% of

More information

Basic Investment Terms

Basic Investment Terms Because money doesn t come with instructions.sm Robert C. Eddy, CFP Margaret F. Eddy, CFP Matthew B. Showley, CFP Basic Investment Terms ANNUITY A financial product sold by financial institutions pay out

More information

Self-Directed Retirement Accounts. Non-recourse Lending

Self-Directed Retirement Accounts. Non-recourse Lending Self-Directed Retirement Accounts & Non-recourse Lending Security Trust Company & Jason Zook North American Savings Bank Security Trust Company Security Trust Company is a retirement plan administrator

More information

! There are currently two types of IRAs.

! There are currently two types of IRAs. An IRA can be established and funded at any time from January 1 of the current year and up to and including the date an individual s income tax return is due (generally, April 1 of the following year),

More information

SEC s Third Annual Senior Summit. Managing Your Income in Retirement

SEC s Third Annual Senior Summit. Managing Your Income in Retirement SEC s Third Annual Senior Summit Managing Your Income in Retirement Robert Brokamp Advisor, The Motley Fool s Rule Your Retirement newsletter RobertB@Fool.com Step 1: Withdraw the Right Amount Q: If you

More information

Tax Advantages of Rare Coins

Tax Advantages of Rare Coins Tax Advantages of Rare Coins By Armen R. Vartian About the Author: Armen Vartian is an attorney admitted to practice in California, Illinois and New York, and has represented rare coin dealers, collectors

More information

Saving for Retirement. Your guide to getting on track.

Saving for Retirement. Your guide to getting on track. Saving for Retirement Your guide to getting on track. 2 It s great that you re looking ahead and thinking about retirement now. A sound plan can make all the difference in reaching your future goals. This

More information

A Game Plan for Your. future. System of Texas

A Game Plan for Your. future. System of Texas A Game Plan for Your future Employees Retirement System of Texas Team up with Texa$aver Today, many financial experts agree that you will need at least 70% of your income to maintain your current lifestyle

More information