| Pension | |||
 |
  |
 |
|
       |
 |
|
Why didn't my broker tell me about this?
Few brokers understand the pension code past a few basic rules. Mutual fund and insurance company wholesalers focus on the products they sell. Remember, if you invest your
retirement plan in a business or an income producing property, the stock brokers don't get paid.
As fee based consultants, the staff at Anything But Stocks is only concerned with helping you achieve a retirement program based on your parameters.
We do not receive any commissions for
helping you establish your non-traditional retirement plan. Our compensation is a strait fee based consulting fee. Which means that the assets in your retirement plan can go towards your investment and not to the money managers.
P.S.: Our fees are also tax deductable.
Can I include my spouse's IRA or 401(k)?
Yes, if your spouse is a working partner, you may be able to include their retirement also. The same holds true for any business partner you may take on.
Can I invest my retirement holdings into a hunting club?
There are certain limitations regarding corporate structure and prohibited transactions that may preclude you from investing your retirement plan into a hunting club.
Contact us with your thoughts and questions. We can show you many conservative methods for investing your retirement plan into the programs that you design for you.
Is there a list of eligible non-traditional holdings?
Non-traditional holdings range from income property to small businesses and even income producing paper. We help you design your retirement plan around your retirement goals, not around the stock market.
Are you guys really the smartest men in the world?
We were once called the smartest men in the world by a client of ours. But that was only because we listened well. Once we understood the clients goals, it was not difficult to design a retirement program to fit. Sometimes just listening, without an agenda, makes folks like us seem brilliant.
How much does it cost?
Generally the cost for the plan design and Plan documents are less than $2000. The corporate documentation can range from $0-$5000, depending on the IRS
requirements for your program.
Remember that appropriate corporate set-up and plan set-up is a one time fee. Plus we are able to tell you your exact fees ahead of you deciding whether to go forward or not.
What do I need to get started?
You need the desire to invest your retirement into something other than the stock market and to contact us as soon as you are ready to get the details.