Asset Exchange Strategies, LLC and (NAFEP) Partner to Provide Financial Advisors Ability to Help Clients Invest in Alternative Assets with an IRS Compliant IRA-LLC
Austin, TX and Salt Lake City, UT (ContentDesk) March 7, 2006 -- Asset Exchange Strategies, LLC, the leading self-directed IRA advisory firm enabling investors to invest in real estate and other non-traditional assets with an IRA, and the National Association of Financial and Estate Planning (NAFEP) today announced an agreement making Asset Exchange the exclusive advisory firm and master distributor of self-directed IRAs to NAFEPs 1,200 Certified Estate Advisor (CEA) members through its Premier IV IRA-LLC product.
As a result of the arrangement, Asset Exchange Strategies the foremost provider of Self Directed IRA LLCs will work directly with NAFEP certified financial planners, securities reps, insurance agents, attorneys, CPAs and others across the country to enable their clients to purchase real estate, notes, tax liens, private stock and other non-traditional assets with their IRAs, addressing growing demand and further expanding Asset Exchanges market reach. As the nations largest, premiere estate planning service and the most recommended for tax strategies and estate plans, we see this announcement as a major milestone for our CEA and financial advisor members, who will now be able to offer clients a wider range of tax-deferred alternative investing solutions, said Scott Janko, vice president of NAFEP.
With the backing of the leader in this space, Asset Exchange Strategies, we have been careful to structure the Premier IV ICOTM to provide an advantage -- with the greatest control for advisors and clients and the utmost in security through NAFEP. Drawing from its vast industry knowledge and experience in providing IRA LLCs, Asset Exchange Strategies will advise CEAs and other financial professionals on the validity and structure of agreements, ensuring compliance with IRS regulations, and will serve as the interface to help clients to open their self directed IRA account and facilitate the fund transfer to the new account.
Helping to create a seamless, behind-the-scenes process for CEAs, the firm will also interface with NAFEP for preparation of legal documents.
Additionally, the service will be backed by an unprecedented option of up to $25,000 tax attorney warrantee from NAFEP for attorney fees, should the validity of assets be questioned by the IRS.
Since we started based on consumer demand five years ago, we have noticed a huge surge in the number of investors wanting to explore alternative investments and other options, said Daniel Cordoba, CEA and principal, Asset Exchange Strategies.
We are happy to bring our knowledge to this package and make it available through an IRS compliant IRA LLC to provide greater freedom to CEAs and investors in making transactions and protection for the investment itself.
With the added backing of a leader like NAFEP, advisors and investors are receiving a distinct strategic advantage. Investing and purchasing alternative assets through an IRA has been growing in popularity, due to the added tax benefits and greater diversification it can provide, since the increasing uncertainty of the stock market in 2000.
Alternative investments (barring insurance contracts and certain collectibles) are within IRS guidelines so long as specific regulations, of which Asset Exchange Strategies specializes in, are met.
As part of the agreement, Asset Exchange Strategies will provide training to CEAs on self directed IRA regulations and on strategies for putting real estate and other non-traditional assets in an IRA, through its Six Steps to Success online, educational programs and marketing through an IRA LLC Web Page.
Daniel Cordoba will also serve as an advisory board member on NAFEP.About Asset Exchange Strategies, LLCAsset Exchange Strategies advises clients on self directed IRA rules and how to buy real estate and other non-traditional assets with IRAs, 401Ks, SEPs, and other retirement programs to obtain greater control over investment options while earning tax favorable growth that IRAs enable, offering complete support, advice and reporting for investment transactions. Similar to a traditional financial advisor, Asset Exchange Strategies works with investors to assess their unique objectives, risk tolerance and other factors, educate them on options and institute a program that allows them to select from a much greater breadth of investment choices.
Using their knowledge of industry regulations, Asset Exchange Strategies is able to provide lower fees and greatly expanded investment options.
They also enable investors to have greater control over IRA investment transactions and reduce investor risks and liability through the protection of a Self-Directed IRA LLC that offers investors direct management and checkbook control of their retirement funds.
Asset Exchange Strategies is online at http://www.MyRealEstateIRA.com.
About NAFEPNAFEP is a privately held, for profit organization based in Salt Lake City, Utah. The company was formally launched on April 15, 1993. The original founder, Mike Janko, is President and Executive Director. NAFEP's? Board of Directors and separate Advisory Board (see links below) contribute significant legal, estate, tax and business planning expertise to the organization. The primary business of NAFEP is two fold:1.???Provision of estate planning consultation and documents through a nationwide network of professional sales associates2.???A training and certification program for professionals known as Certified Estate Advisor?(CEA?).
NAFEP professional sales associates are either attorneys, CPAs or financial planners who have completed the CEA?.NAFEP has developed an array of both standard and sophisticated estate planning services which sales associates and CEAs (members) provide to their clients. The organization provides significant education, support and materials to its professional member network. In a typical case, a prospective estate planning client and a NAFEP member explore the clients estate planning needs. The member, using NAFEP training, information and consulting, assists the client in appropriate estate plan selection. The member and client then use a NAFEP application to collect the necessary information for that clients estate plan.
In this process, the client retains a NAFEP trained attorney to handle the plans document creation. All legal documents are produced by the NAFEP attorney at the home office. The completed document package is shipped to the professional member who, with assistance of appropriate legal professionals, leads the client through execution and funding of the program. NAFEP is noted for its first class educational programs in estate planning. The Certified Estate Advisor? (CEA?) training and curriculum is recognized for continuing education credits by many states around the U.S.
and by the Certified Financial Planner (CFP") Board of Standards. Many broker-dealers recognize and promote the designation as well. To obtain the certification, qualified professionals go through a NAFEP developed course, in which they receive in-depth training in estate planning, and then take the CEA? exam. Other NAFEP training and continuing education courses are provided to these professionals via NAFEP publications and at training conferences.
http://www.nafep.com.
Asset Exchange Strategies, LLC and (NAFEP) Partner to Provide Financial Advisors Ability to Help Clients Invest in Alternative Assets with an IRS Compliant IRA-LLC
Austin, TX and Salt Lake City, UT (ContentDesk) March 7, 2006 -- Asset Exchange Strategies, LLC, the leading self-directed IRA advisory firm enabling investors to invest in real estate and other non-traditional assets with an IRA, and the National Association of Financial and Estate Planning (NAFEP) today announced an agreement making Asset Exchange the exclusive advisory firm and master distributor of self-directed IRAs to NAFEPs 1,200 Certified Estate Advisor (CEA) members through its Premier IV IRA-LLC product.
As a result of the arrangement, Asset Exchange Strategies the foremost provider of Self Directed IRA LLCs will work directly with NAFEP certified financial planners, securities reps, insurance agents, attorneys, CPAs and others across the country to enable their clients to purchase real estate, notes, tax liens, private stock and other non-traditional assets with their IRAs, addressing growing demand and further expanding Asset Exchanges market reach. As the nations...
Ira > Asset Exchange Strategies, LLC and (NAFEP) Partner to Provide Financial Advisors Ability to Help Clients Invest in Alternative Assets with an IRS Compliant IRA-LLC
Rolling your 401k: Contributory IRA vs. Rollover IRA
In an ideal world you would start your working career with a great company in your early 20s, steadily climb the corporate ladder, retire at age 65, and draw a sufficient income from your accumulated 401k account to live happily ever after.Unfortunately, that's not how the real world works. If you are like most people, you will change careers, or at least companies, several times. Each time, you'll be faced with the question of what to do with your accumulated 401k benefits.You will likely have a few choices: keep your 401k with your old employer (sometimes possible), roll the proceeds into your new employer's 401k plan, or put them directly into a self-directed IRA at a brokerage firm of your choice.Since leaving your 401k with your ex-employer has no benefits whatsoever and most employers will prefer you transfer out anyway, that leaves only the last two as viable options:1. Roll your 401k proceeds into the new employer's 401k plan of (if allowed)This is the most painless solution...
Rolling your 401k: Contributory IRA vs. Rollover IRA
Ira > Rolling your 401k: Contributory IRA vs. Rollover IRA
How to Stretch Your IRA Tax-FREE
(ContentDesk) May 24, 2004 -- Income taxes are a great inhibitor to building wealth. I've talked about the power of stretching an IRA across multiple generations and how it can build tremendous wealth. Now, I'll show you how it can be done income tax-free.Last week I shared a little-known secret of how to legally turn an investment of $3500 per year into millions and millions of dollars. No, it wasn't by winning the lottery! It was through the power of ?stretching' an IRA. If you missed it you have to read it under the article archive at www.guardingyourwealth.com.
(Mr. Voudrie responds to questions from readers on an almost daily basis.
If you would like clear straightforward unbiased answers to your financial questions, contact e-mail protected from spam bots)Most people think that when they inherit an IRA that they have to take all the money out and pay taxes on it right away. But the IRS...
Ira > How to Stretch Your IRA Tax-FREE
'How To' for Checkbook Control Self Directed IRA
Las Vegas, NV (ContentDesk) August 8, 2006 -- American Equity Corporation (http://www.americanequity.org) announced that its subsidiary SelfDirectedIRA.org has implemented a new free consumer website and it is now live online. SelfDirectedIRA.org provides consumers with a source for news, instruction, strategies and tips for implementing a
truly self directed IRA with checkbook control.Due to fact that we are a society concerned with providing adequately for retirement,
there has developed a need for a single source for the consumer to obtain the information necessary to fund their retirement programs in the most effective manner. While there are many sources that provide limited information to the consumer there is no single unbiased source.SelfDirectedIRA.org will fulfill the need for a single source. It will enable consumers to find everything they need related to self directed ira issues at a single site. SelfDirectedIRA.org provides free information for establishing...
Ira > 'How To' for Checkbook Control Self Directed IRA
Roth IRA Accounts
In order to understand Roth IRA Accounts, you first need to understand the concept of a Roth IRA. IRA is an acronym for individual retirement arrangements, wherein an earning person can contribute his money to a Roth IRA account. The advantage of this arrangement is that, though the contributions themselves are subject to tax deductions, withdrawals are not taxed. The advantage of this is that your income is allowed to grow tax-free.
This means while a contribution is made with after-tax money, there is no tax involved with the withdrawal, subject to certain conditions.
So in a way, the Roth IRA is a good way to convert income earned from dividends, interest, and capital gains etc. into tax-free money.
An individual cannot contribute more than $4,000 to the Roth IRA Account, though he may have a large number of such accounts. But the contribution limit to these accounts should not exceed $4,000.
A Roth IRA Account can be built from either contributions...
Ira > Roth IRA Accounts
SEP IRA Contributions for 2003 Can Still Be Made
Alexandria, Virginia (ContentDesk) January 22 2004--Small business owners still have a chance to cut their 2003 taxes by contributing to a SEP-IRA before filing their business tax return.
Employer contributions made to a Simplified Employee Pension-Individual Retirement Account, known as a SEP plan, are deductible for 2003, even if the SEP plan is opened and the contributions are made in 2004."A SEP-IRA allows small business owners and sole proprietors to cut their tax liability by making retirement contributions for their eligible employees," says Daniel Lamaute, retirement specialist at InvestSafe.com, a retirement planning website for the self-employed."The SEP-IRA has several advantages for employers", says Lamaute, "Employers get a tax deduction, and the SEP-IRA contribution is not taxed as income to the employees.
The earnings within the SEP IRA grow taxed deferred until the participant pulls the money out, usually at retirement." For 2003, employers can contribute...
Ira > SEP IRA Contributions for 2003 Can Still Be Made