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Why
settle for poor returns in the stock market or the low yields of bonds and
certificates of deposit? Utilize the same strategy that 97% of the self made
millionaires profited from, within your retirement account.
Independent Executive Management, LLC offers a complete solution to enable
clients to create and build retirement wealth without the everyday
management that is commonly associated with owning real estate.
Our
duties include:
·
Selection
of a Self-Directed IRA Custodian that best fits the investment objectives of
the client. We make sure that the IRA Custodian selected for each client is
the most appropriate custodian for the client’s specific investment
transactions. Failure to properly select a custodian may result in higher
fees and transaction costs as well as the inability to purchase certain
investments
·
Proper
structuring of transactions and assets in IRAs and Qualified Plans to remain
in accordance with Federal guidelines. This helps to avoid possible
prohibited transaction problems, and helps clients accomplish their
investment goals
·
Creative
solutions to difficult problems. We work closely with clients to arrive at
solutions that consider both the immediate effect of a transaction, and the
potential risks of a transaction being carried out in contravention to the
IRS Indirect Rule. In providing such guidance, we help insure that client
accounts are safeguarded from disqualification
·
Review
and execution of new and pending transactions. We make sure that each
transaction and the annual maintenance of the assets are held in compliance
with current IRS and ERISA guidelines
·
Annual
bookkeeping and administrative services for each Limited Liability Company.
We handle all the annual reporting and management required by State and
Federal Legislature in the operation of a Limited Liability Company. This
allows for the client to relieve them self from the everyday “hands on”
tasks often associated with real estate. |
