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This is an amazing time to open a self-directed IRA account!  A self-directed IRA is not invested in the stock market, but in other non-traditional (or alternative investments).  Real estate and precious metals are a couple of the more popular investments.  Predication for 2015 are showing  a good forecast for real estate and price drops in gold so this is the perfect time to set-up a self-directed IRA so you are ready to STRIKE WHEN THE PRICE IS RIGHT!



Simply complete a two-minute online application to set-up a self-directed IRA.

You can transfer money from your current custodian (custodian = where your account is currently held, like Fidelity or Schwab).

Plus, there is still time to make a contribution. Our deadline for 2014’s contribution is April 1, 2015 so you still have time.   Simply write “2014” or “2015” in the CONTRIBUTION YEAR box so we know which year to (2)

It’s a good idea to max out your contribution each year, just ask your CPA!  The IRS did not increase the contribution limits for 2015; therefore, you are able to contribute $5,500 for either 24 or2015. If you are lucky enough to be 50 years or old, you can contribute an additional $1,000 per year that you meet this age requirement.



Another great reason to contribute!

You may be eligible for a tax credit when making contributions to your Self-Directed IRA.   The IRS increased the income limits for 2015 so more people are eligible.  This saver’s credit can increase your refund or reduce the tax you owe and it can be applied to contributions for 2014 and 2015.

If you are 18 or old, not a full-time student and not claimed as a dependent on someone’s tax return, you may qualify.

Here is an example of how it can work:

Example: Jill, who works at a retail store, is married and earned $30,000 in 2014. Jill’s husband was unemployed in 2014 and didn’t have any earnings. Jill contributed $1,000 to her IRA in 2013. After deducting her IRA contribution, the adjusted gross income shown on her joint return is $29,000. Jill may claim a 50% credit, $500, for her $1,000 IRA contribution.

Click here to see if you qualify for the SAVE TWICE WITH SAVER’S CREDIT



Great!  I would love to hear from you!

Jaclyn M. Grella

800-454-2649 x1119

Product Links:

ê   More information on a self-directed IRA: Click Here

ê   How a self-directed IRA purchases real estate: Click Here

ê   How a self-directed IRA buys gold: Click Here

ê   More information on a self-directed IRA with checkbook control: Click Here

ê   How an IRA with checkbook control purchase real estate: transfer money