Newman Asset Management, LLC
Moving your assets to a new horizon...

Self-Directed IRA & 401K

How many times have you thought about your retirement accounts and wished the money was available to you NOW?

Our Clients tell us EVERY DAY what they would do with the money they have spent decades accumulating in traditional retirement accounts.  IRAs, SEPs, 401(K)s, Deferred Compensations and Keoghs have trapped their retirement funds in low yield accounts.

97% of all investors have the false belief that they can't touch their retirement funds until they are 591/2.  But you CAN!  In an investment environment when the stock market is flat and corporations such as Enron, WorldCom, and Global Crossing are putting investor retirement accounts at true risk with their irresponsible business practices, it is Now the Time to take control of your retirement investment funds to secure your future and your today.  The Best Kept Secret is that this 'investor-lead control' has been available since the Employee Retirement Income Security Act (ERISA) was passed in 1974, and the IRS allows just as favorable tax treatment of these investments. Real estate investments, buying and selling Notes, starting the business you've always dreamed of, and writing the book you've never had the opportunity to write are ALL approved investments?

Can you believe it?  "Nope!"  You think it's too good to be true!  We hear that from even our closest friends and family members until we have the opportunity to walk them through the options available and how to set up the self-directed IRA-LLC with check-book control using the retirement funds.

Come take that walk with us.  It's a nice journey.  The tour begins HERE!

http://www.houstonrealestateira.com


What business have you always dreamed of owning?
What would make you jump out of bed in the morning?
What have you ALWAYS wanted to do?
What's stopping you?

Start your own business now with the new Enterprise OneK

Can I start a business using my self directed retirement funds?

ABSOLUTELY!

We'd like to introduce the Enterprise OneK

We work with National Association of Financial and Estate Planners (NAFEP) to prepare the necessary corporate documents and state filings for your new business.  Next, your new corporation sponsors the retirement plan and NAFEP sets up the 401(k) Trust documents in accordance with IRS regulations.  

Once you receive the Corporate and Trust binders and set up the bank accounts for each, the retirement funds that have accumulated over your career can be transferred to the self-directed 401(k) Trust account.  The 401(k) can purchase shares of stock in your corporation to fund the business venture you have always dreamed of starting by means of an Employee Stock Option Plan (ESOP).   That simply means that your self-directed 401(k) is purchasing shares of the sponsoring company's stock as an investment.  In this case, it's YOUR new business.

Many clients are making their dreams of owning their own business... being the master of their own destiny, every week!  You can too.  Clients of our have started the following types of businesses with retirement funds.  The more successful their businesses, the greater the retirement fund values!

  • Clean Tile and More - Houston, Texas
  • An Appraisal Company - Central Florida
  • A Mobile Home Park - Central Florida
  • An Aquaculture Farm - South/Central Texas
  • Several real estate development and management companies throughout the United States
  • A mortgage brokerage firm - Houston, Texas
  • An interior design company - Houston, Texas

 

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