SOURCE: Millennium Trust Company

Real Estate IRA, self directed ira, real estate investing, alternative investments, ira custodian

March 11, 2010 17:00 ET

Real Estate Investing in a Self Directed IRA: Tapping Your Expertise for Retirement

OAK BROOK, IL--(Marketwire - March 11, 2010) -  Sandra Reese, Millennium Trust Company's Senior Vice President of Real Estate and Alternative Investments, presented on the topic of Real Estate Investing in a Self Directed IRA on February 25th. The webinar hosted by REALTOR® magazine had approximately 200 Real Estate Professionals from across the country participate in the online event to learn of the various ways to further diversify their retirement investing with assets they know and understand.

During the webinar, Sandra discussed the possibility of IRAs investing in a wide range of alternative investments such as promissory notes, deeds of trust, and private placements with emphasis for this audience on real estate investing in a Self Directed IRA. Her presentation covered the motivations for Self Directed Investing as well as the 'how to' of account setup, funding and directing the investment. The trend of Self Directed Investing in alternative investments has been growing since the early part of the 21st century as more and more frustrated investors learn of their ability to further diversify their retirement investing in assets they know and understand. This is especially important for Real Estate Professionals considering the abundance of investment opportunities that are currently available in today's real estate market.

"When speaking with investors contemplating Self Directed Investing, I like to remind them that if Real Estate is their profession or their passion it may very well be part of their retirement investing advantage," stated Sandra during the webinar.

The most important part of the presentation was reminding the listeners that Self Directed Investing requires considerable education and due diligence on the part of the individual investor. Understanding investment objectives and timeframes, learning the rules and regulations, calculating initial and ongoing investment costs, analyzing the target investment property, and building a team of knowledgeable professionals are critical elements of the Self Directed process.

Reese offered to share her knowledge on an ongoing basis and is available to speak to real estate, financial, tax and legal professionals on the topic of Self Directed Investing in real estate and other alternative investments.

About Millennium Trust Company
Millennium Trust Company is an industry leader in administrative and IRA custodial services. Millennium custodies alternative and traditional assets in IRAs, Solo 401(k)s and custody accounts, offers cost-effective 403(b) solutions, creates customized Automatic Rollover programs, provides integrated Health Savings Account solutions and designs unique trading platforms for Investment Advisors. Additional information about Millennium Trust Company may be found at www.mtrustcompany.com.

Millennium Trust performs the duties of a custodian and, as such, does not provide investment advice or sell investments, nor offer any tax or legal advice.

Contact Information

  • Contact Information

    Mary Hackbarth
    SVP, Director of Marketing
    Millennium Trust Company
    630.368.5642
    Email Contact

    820 Jorie Boulevard
    Suite 420
    Oak Brook, Illinois 60523
    800.258.7878
    www.mtrustcompany.com

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