For many retirees, saving enough for their golden years is only part of the formula for a good retirement. Financial advisors frequently see retirees who worked hard and socked away enough money to fund their nonworking days, only to discover in retirement that, well, they’re unhappy. Retirement investments is about income and how to balance a secure portfolio. Strategic Legacy Investment Group, Inc. understands that every situation and retirement is unique. Whether you are already retired or a Baby Boomer or Millennial planning for retirement, you will need specialized solutions that require planning stages. At SLIG we help you discover new ideas while working with each client closely with an attention to Social Security Analysis, Long Term Care Insurance, Equity Positions and Guaranteed Income.
IT’S BETTER WHEN YOU’RE IN CONTROL
One of the best strategies in retirement planning is to leverage from the freedom of Self-Directed IRAs. Many of our clients learn that they may convert their 401k, Roth 401(k), 457 Plan, 403b Plan, etc. to a Self-Directed IRA and invest in other profitable assets such as real estate outside of the traditional investment options like stocks and bonds. Download our 2017 Self Directed IRA Investor’s Educational Guide to learn more on how to combine IRA Tax Advantages with Alternative Investment Opportunities.
Real Estate has become a very valuable asset in most investor’s portfolios as investing in real-estate provides a lot of options and could easily be rewarding. There are several key benefits investing your retirement plan specially through a Roth Self-Directed IRA in real estate; as gains are tax free, there is cash flow and a potential to earn a larger returns if you partner up with companies that have proven track records in delivering results. At SLIG we deliver an average of 22% a year return to our investors. Approximately 40% of our projects our funded through retirement plans all professionally admin through credible custodians such as: TheEntrustGroup.com
Check out a video of one of our projects “Knowlton Luxury Residences” a 36 unit multifamily development valued at $17,717,000 that was funded with approximately 40% of Self-Directed IRAs.
Watch a testimonial of one of Knowlton’s investors George & Maria Tsuha Joined SLIG in 2015 after retiring 9 years early. Currently have invested in three projects utilizing their retirement plans funds.
WANT TO LEARN MORE?
Contact one of our Investor Relations Consultant team as they welcome you to a get together to start planning for future or review your existing portfolio and compare returns and strategies. Call (855) 720-2623 or click here to send us a message.