The Sabal Palm Bank Self-Direct IRA (Tradition or Roth) is simply an Individual Retirement Account as established in 1974 by Congress through the Act known as ERISA. The Act was intended to encourage savings for retirements. In doing so, Congress encouraged individuals to manage the investment of those funds.
Today, if you have retirement funds, you already direct those funds. The most common investments are stocks, certificates of deposits, bonds, mutual funds. When you decide to place your retirement funds with an investment advisor you have directed your retirement dollars.
Sometimes, investors are interested in looking at alternative investments or a specific unconventional investment. At Sabal Palm Bank, we may be able to help.
Sabal Palm Bank offers you an opportunity direct all or some of those funds to allowable alternative investments. These include real estate, tax liens, small businesses, personal loans, foreclosures, gold, and other alternative.
To learn more please contact Dee Barth at (941)-806-0433
NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NO BANK GUARANTEE * MAY LOSE VALUE