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Download Your Complimentary eBook: 
Your Retirement, Back on Course
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Is it time to rethink your retirement plan? Tired of the limited investment choices your 401k, 403b, or 457 has to offer? You are not alone. And what about those target date funds which assume every investor has the same goals and objectives. Clearly, they are not for everyone!

Fortunately, many employers have adopted a new retirement plan concept called the Self-Directed Brokerage Account (SBDA), which may offer the personalization and support you may have been missing, including:

  • Actively managed investment portfolios1
  • Risk assessment and alignment with your goals
  • Wealth development strategy guided by a dedicated financial professional

Download your copy now and discover why many workers are choosing the new SBDA option as a tailored, more active approach to their retirement savings!

And do not hesitate to call us directly at 916-965-1879 if you would simply like to have a conversation and learn more about the SBDA.

 

1 Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies. Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.

 

Download Your Free eBook

 

This eBook also provides helpful insight into:

  • How investor emotions often (negatively) impact investment returns
  • The value of professional advice and how notably it has the potential to increase returns
  • Why target date funds and static investment options may be holding you back
CONTACT INFO

Toll-Free: 866.856.4708
Fax: 916.965.5418

Roseville, California:

1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661

Office: 916.414.9962

info@stagebang.wpengine.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here

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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

1Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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