I met with Adriane Berg today. Adriane is an expert in aging and longevity, financial and estate planning. She is a well respected columnist and TV personality. Adriane specializes in coaching Baby Boomers in getting set up for a comfortable retirement.

Adriane is a true visionary in the retirement field. She also believes that one true wealth building strategy is what she calls the “Real Estate IRA”

Adriane mentioned that investors have the ability to put their IRA money into a wide range of investments, including stocks, bonds, mutual funds, and treasury certificates. But they can also invest in real estate, mortgages, deeds of trust, limited partnerships and other alternatives, even putting a retirement home in an IRA.

Here were just a few of her most recent recommendations:

1. If you can convert your IRA to a ROTH, do it!
2. Once you have done this, buy that highly appreciated property with no concern over the tax issues, since this is a tax free investment.
3. Don’t forget “women as matriarchs are concerned with leaving a legacy. Real Estate does just that.”

It was terrific to see how supportive Adriane was of self-directed retirement accounts. Adriane mentioned that The Entrust Group was her number one choice for self-directed retirement plan administrators.

To learn more about how to convert your traditional IRA to a ROTH or to get other information on the right self-directed retirement plan for you, visit The Entrust Group at www.TheEntrustGroup.com.

This entry was posted on Monday, January 22nd, 2007 at 3:20 pm and is filed under Investing, Self-Directed IRA. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.