Real Estate Investing in a Self Directed IRA: Tapping Your Expertise for …
OAK BROOK, IL, Mar 11, 2010 (MARKETWIRE via COMTEX) –Sandra Reese, Millennium Trust Company’s Senior Vice President ofReal Estate and Alternative Investments, presented on the topic ofReal Estate Investing in a self Directed IRA on February 25th. Thewebinar hosted by REALTOR(R) magazine had approximately 200 RealEstate Professionals from across the country participate in theonline event to learn of the various ways to further diversify theirretirement investing with assets they know and understand.
During the webinar, Sandra discussed the possibility of IRAsinvesting in a wide range of alternative investments such aspromissory notes, deeds of trust, and private placements withemphasis for this audience on real estate investing in a SelfDirected IRA. Her presentation covered the motivations for SelfDirected Investing as well as the ‘how to’ of account setup, fundingand directing the investment. the trend of self Directed Investing inalternative investments has been growing since the early part of the21st century as more and more frustrated investors learn of theirability to further diversify their retirement investing in assetsthey know and understand. This is especially important for RealEstate Professionals considering the abundance of investmentopportunities that are currently available in today’s real estatemarket.
“When speaking with investors contemplating self Directed Investing,I like to remind them that if Real Estate is their profession ortheir passion it may very well be part of their retirement investingadvantage,” stated Sandra during the webinar.
The most important part of the presentation was reminding thelisteners that self Directed Investing requires considerableeducation and due diligence on the part of the individual investor.Understanding investment objectives and timeframes, learning therules and regulations, calculating initial and ongoing investmentcosts, analyzing the target investment property, and building a teamof knowledgeable professionals are critical elements of the SelfDirected process.
Reese offered to share her knowledge on an ongoing basis and isavailable to speak to real estate, financial, tax and legalprofessionals on the topic of self Directed Investing in real estateand other alternative investments.
About Millennium Trust Company Millennium Trust Company is an industry leader in administrative andIRA custodial services. Millennium custodies alternative andtraditional assets in IRAs, Solo 401(k)s and custody accounts, offerscost-effective 403(b) solutions, creates customized AutomaticRollover programs, provides integrated Health Savings Accountsolutions and designs unique trading platforms for InvestmentAdvisors. Additional information about Millennium Trust Company maybe found at www.mtrustcompany.com.
Millennium Trust performs the duties of a custodian and, as such,does not provide investment advice or sell investments, nor offer anytax or legal advice.
Contact InformationMary HackbarthSVP, Director of MarketingMillennium Trust Company630.368.5642Email Contact820 Jorie BoulevardSuite 420Oak Brook, Illinois 60523800.258.7878www.mtrustcompany.com
SOURCE: Millennium Trust Company
http://www2.marketwire.com/mw/emailprcntct?id=82D264085E4A4100http://www.mtrustcompany.com
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Real Estate Investing in a Self Directed IRA: Tapping Your Expertise for …











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