August 16, 2018
Tom M., originally from Long Island, NY, has claimed Lake Mary, FL as his home since 2007. He has become a professional real estate investor where he serves his Central Florida clients in home buying and investing in the housing market.
Like many others, Tom was previously investing in traditional stocks, bonds and mutual funds. While his investments were still being managed, Tom was not satisfied with the results. After rolling over his 401K from a previous employer, investing it, and then watching all of his investments fall flat, he knew there had to be a more effective way to invest. Tom was unaware of the opportunities a self-directed IRA could open up for him.
“I think there’s a huge awareness problem in self-direction. If people were to just look into it further, it would sell itself. I remember hearing about self-directed IRAs in general and wanting to learn more, but it took a while for me to actually take the leap.”