Many businesses raise capital through public offerings of stocks or bonds. But businesses can also raise money using private placement offerings,... Read this article »
America is moving to self-directed IRAs. Are you?
Americans hold approximately $9.7 trillion in IRAs* — of which the SEC and Retirement Industry Trust Association (RITA) estimates 2% - 5% are held in self-directed IRAs. At 3%, that's $291 billion, and that number will increase dramatically for the foreseeable future because every day for the next 10 years or so, roughly 10,000 baby boomers will retire.
These baby boomers will be looking to roll over their company-sponsored pension plans and 401(k)s into investment vehicles like self-directed IRAs. They give investors more control than traditional traded assets like stocks and bonds. Learn how a self-directed pension plan with Pacific Premier Trust can help you unlock this multi-billion dollar opportunity.
Now’s the time to help savvy investors take advantage of this often-overlooked source of capital. Pacific Premier Trust works with professionals in a variety of ways:
Expand Your Reach Through Self-Directed IRAs.
With a self-directed IRA, investors can purchase ownership in everything from private corporate stock to start-ups looking to raise funds on an equity crowdfunding platform.
* Investment Company Institute data (“The US Retirement Market, Second Quarter 2019.”)