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How do I put RE into my Retirement Plan?

Self-directed IRAs are the preferred retirement plan when it comes to investing in Real Estate. Most large brokerage firms such as Merrill Lynch and Morgan Stanley do not offer private Real Estate programs. Real Estate private placements, which AMBAR specializes in, are generally too small for the larger investment firms. However, these same smaller private real estate programs are ideal for retirement programs because they generate income and growth while avoiding the fluctuations of the stock market.

Follow the steps below in order to take advantage of Real Estate in your IRA.

Set up Self-directed IRA with Custodian who specializes in this type of IRA. AMBAR recommends the following Custodians:

FiServ, Denver, Colorado,
www.fiserviss.com
Sterling Trust, Waco Texas,
www.sterlingtrustcompany.com

Transfer funds from your existing custodian to above recommended custodian.
Work with AMBAR Financial Group to decide which types of Real Estate are suitable for you.
Complete paperwork for investment programs.

It's that easy !!

Securities offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory services offered Pacific West Financial Consultants, Inc. A Registered Investment Advisor. AMBAR Financial Group is independent of Pacific West Securities, Inc.

Multi-Family
Houston, Texas

Resort
Betton Woods, New Hampshire

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Property photos shown here are being provided for educational purposes only, to illustrate the different property types available in the real estate market. These photos are not intended to represent any particular type of TIC offering nor are they intended to represent any current or future TIC offerings.