The times, they are a-changing. And if you’re still investing in certificates of deposit or some other strategy offering measly returns, it’s high time you changed, too. It’s time for you to look out for your own financial future instead of relying on an outdated retirement plan.

Fading fast are the days when you could be confident your contributions to Social Security and your employer’s pension plan would guarantee a comfortable post-work lifestyle.

Are You Looking Out for Your Own Financial Future?

It’s time to start looking out for yourself and planning for that well-deserved chance to enjoy life after retirement. By rolling over your current retirement portfolio to a self-directed retirement account — or establishing a new one — you can take complete control of your financial future. Now you can invest in many additional assets other than just stocks and bonds. And the potential exists for a much bigger rate of return on your investment.

Even though self-directed retirement plans have been around since the inception of regular IRAs in the 1970s, you still may not be totally familiar with them. In that case, our free e-book, “A Guide to Self-Directed IRAs,” can help. You can access it by clicking here. Our guide will introduce you to the concept and provide some basic information, such as what assets you can invest in (and which you can’t), how a checkbook IRA works, advantages and risks, plus some other frequently asked questions.

Then you can have a better grasp of whether this wealth-building strategy works for you. It’s always a good idea in doing your due diligence to consult with your own tax, financial or legal adviser regarding your specific situation and goals. Once you have determined this strategy is a good fit for you, we can help guide you through the process.

Investment Resource of AZ, LLC is your Arizona rollover specialist. Our team has successfully rolled over millions of dollars in IRA funds for clients, educating them, streamlining the process and supervising each step of the way for them. Call us at 602-885-6122 or email evelyn@azirarealestate.com.