The Dos:

1. Do consider including alternative assets in your retirement portfolio for diversification and risk protection;
2. Do consult with a knowledgeable advisor.
3. Do educate yourself. Read all the free educational materials available at www.penscotrust.com and “IRA Wealth” by Patrick Rice;
4. Do find out how you can accelerate earnings on real estate through leverage.
5. Do consider using an IRA when you, a relative or friend starts a new business. Click here for information on private placements.
6. Do consider your Roth IRA for those investments with the greatest upside potential;
7. Do maximize your contributions to 401(k)s that are matched by your employer and contribute to Roth IRAs each year, if eligible;
8. Do, if you are a professional, sign up to become a PENSCO Trust “Preferred Professional” as a means to stay at the forefront of the knowledge curve;
9. Do tell your friends about the possibilities of self-directed IRAs - they’ll thank you;
10. Do consider the ways you can expand your business practice by being the “go to” self-directed IRA expert in your area.

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