Self Directed 401k | Real Estate IRA

AES Self-Directed Advisor Service

We charge a one-time fee to setup your self-directed IRA plan, and a low cost annual custodial fee. Our fee includes these services:

  • Low fees
  • Plan structure analysis for potential prohibited transaction
  • Plan structure advise for maximum benefit
  • Structure compliance
  • Reliable information
  • Tax advice
  • Reporting of taxation
  • IRS resolution advice or representation
  • Investment autonomy
  • Subsequent capitalization
  • Exit strategies

We encourage you to weigh your options carefully and work with a firm that can provide you with a proven product, sound advice and wealth of experience.

Blog Posts

Top 5 Self-Directed IRA Myths

At Asset Exchange Strategies, LLC we have had conversations with potential self-directed IRA clients many thousands of times and the myths continue to live on after 20 years in the business. Some things like Sasquatch or area 51 seem to perpetuate in people’s minds without any substantial evidence the concept is correct or myth. Let’s […]

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IRA Real Estate: New Dividend Asset

When you have a standard IRA or 401k, your investment options are pretty limited. Typically, you’re forced to invest in stocks and that’s about it. domain info However, many people are starting to consider using their traditional retirement funds to make investments in real estate. With a real estate IRA, suddenly your investment options are […]

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Discovering Self Directed IRA

If you’d like something to invest in your IRA besides bonds, mutual funds and stocks, you may want to try real estate. You can buy houses, condos, commercial properties and even rental properties. You can start using IRA to widen your retirement portfolio since IRAs can manage a broad selection of assets. Hence, you can […]

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