For clients who are experienced real estate investors with substantial retirement plan balances, making real estate investments through a self-directed IRA could make sense.
It's more complex than investing in traditional securities, of course. But it is manageable and gives clients potential diversification benefits, as well as the profit and income opportunities that real estate can provide.
The Mechanics
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emcarthy
Ed transitioned from wealth management to freelance writing and has written for many of the financial service industry’s leading publications. These include Bloomberg Wealth Manager, CFA Magazine, Institutional Investor online, Financial Planning, Journal of Accountancy and the Journal of Financial Planning. He has published three books, including his most recent textbook, "Foundations of Computational Finance with MATLAB.” Ed has written numerous print and web articles for custom publishers and many of the largest U.S. and international financial services firms; he holds the Certified Financial Planner and Retirement Income Certified Professional designations. His most recent articles are listed at muckrack.com/ed-mccarthy.
