This may be an excellent time to consider the benefits of an IRA rollover if you have retirement assets being held in an ex-employer's plan.

You could enjoy benefits not available in most employer-sponsored plans with a self-directed IRA. These features include the following:

A universe of investment options including

stocks, bonds, mutual funds, managed accounts, Real Estate Investment Trusts, and more

Asset allocation strategies

One statement and more hands-on

management and service

Stretch beneficiary planning ideas

Midwest Retirement Solutions is an independent financial and estate planning firm assisting individuals and businesses in the Midwest. We have the resources and capabilities to answer all of your questions.

Tax deferred 1031 exchanges are available for the accredited investor where highly appreciated assets (such as a farm or rental property) that can be exchanged for a Tenant In Common Ownership in a larger well-managed property. It is a great strategy for the deferral of capital gains and depreciation recapture tax that would ordinarily arise from the sale of highly appreciated assets. If you would like to request more information or to have one of our representatives contact you, please use our contact form.