© 2005-2023 Safeguard Advisors, LLC
Break free of limited investment options and pursue a diversified path to wealth building with a self-directed IRA or Solo 401(k) retirement plan from Safeguard Advisors.Schedule a Consultation Today!
A Self-Directed retirement plan gives you the flexibility to invest as you choose and take advantage of the opportunities available to you in your local market or your network of associates.
Our specialized plans are designed to facilitate investments in a broad array of asset classes. This allows you to be truly diversified, and expand your horizons beyond conventional financial products into a variety of opportunities, including:
All this is possible, while still retaining the tax-sheltered status of your retirement plan.
for clients of Sage Notes
the setup of your Self-Directed IRA or Solo 401(K)
At Safeguard Advisors, our team of investment, real estate, and legal professionals is uniquely capable of providing the full range of ongoing consulting services you need to invest with confidence.
We truly understand alternative asset investing, the tax code, and how the two intersect. With any Safeguard provided plan, you have ongoing access to expert consulting support, at no additional charge.
Since 2005, we have implemented thousands of self-directed retirement plans for investors in all 50 states. Through dedication to excellent service for each and every investor we work with, we have earned an A+ rating with the BBB.
If you would like to understand your options with a self-directed retirement plan, we look forward to speaking with you.
One of our expert self-directed IRA consultants will be happy to help you determine which plan format will be best for your situation and goals, ensure your investment strategy conforms to IRS guidelines, and provide full details on our professional plan implementation and support services.
Our role is to educate and inform, and we firmly believe the most powerful tool to help you achieve success is quality information specific to your individual needs.
We look forward to helping you unlock the potential of your tax-sheltered retirement savings.
YES…In 1974, Congress passed the Employee Retirement Income Security Act (ERISA). making IRA, 401(k) and other retirement plans possible. Only two types of investments are excluded under ERISA and IRS Codes: Life Insurance Contracts and Collectibles (art, jewelry, etc.). Everything else is fair game. IRS Code Sec. 401 IRC 408(a) (3)
It’s really quite simple. Government regulators decided the Securities industry was best suited to inform the public and bring these new products to market. From the beginning, brokers and bankers created the misconception that buying stocks, bonds and mutual funds was all that was allowed. It wasn’t true then…and it’s not true now. You can probably guess why they kept it a secret.
A Solo 401(k) can accept rollovers from many retirement plan types. Firstly, funds must be eligible for rollover. Most any IRA may be rolled over at any time. A 401(k) or similar employer retirement plan from former employment can be rolled over. A current employer retirement plan may not be eligible for rollover. Any tax-deferred retirement plan such as an IRA, SEP IRA, or old 401(k) may be rolled into the Solo 401(k). The Roth portion of a prior employer 401(k) may also be rolled. A Roth IRA may not be rolled into a Solo 401(k). Learn more.
No taxes are incurred by moving to a self-directed IRA or Solo 401(k) plan.
Our self-directed retirement plans are still retirement plans provided tax-sheltered status by the IRS, and are in most all respects identical to similar plans offered by mainstream financial services firms. What is different is that our self-directed plans are configured to invest differently, and expand your choices beyond conventional publicly traded assets.
Assuming your funds are eligible to be rolled over, they can move from one plan to another without tax implications.
We’ll take you through a simple, step by step process designed to put your investment future into your own hands…immediately. Everything is handled on a turn-key basis. You take 100% control of your Retirement funds legally and without a taxable distribution.
“Thanks Brian. Continue to use me as a reference/testimonial as I love
your company and the service you provide.”
“I just got done with all the videos. They were very helpful. Thank you!.”
“I’d like to take this opportunity to tell you how completely satisfied I am with your setup of my Self Directed Checkbook IRA.
I talked to two other companies before deciding to use you. You were clearly highly knowledgeable on this subject. I did have some “concern” about using a company I found via Goggle search, but my instincts told me your firm was the best choice. The setup process could not have been more professional or gone more smoothly. I was under a bit of a time crunch to meet a foreclosure auction date and you did a fantastic job.
I’ve already used the Self Directed IRA to purchase two investment houses; one at foreclosure auction, the other from Bank REO. I’m very happy I can use my IRA to take advantage of these Real Estate opportunities. I will also be using the Self Directed IRA for private secured lending, and already have one small loan in process.
Sure beats the bond funds I had part of my IRA allocated to…”
“Over the years, my wife and I grew tired of seeing our retirement savings become a barometer of economic sentiment through equity index investing. Even after years of working in the financial industry, we had no idea that we could invest our IRA’s and 401k’s in investments other than stocks, bonds and mutual funds. Robert Hubbard and Safeguard Advisors have been instrumental in educating and directing us in changing the way we plan for our future.
A year ago, we purchased our first rental and commercial property with an Self Directed IRA LLC and are now planning to purchase a vacation rental property with a Solo 401k. We no longer feel that we are risking our future on the irrational behavior of fund managers on Wall Street.”