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Asset Exchange Group
Asset Exchange Group, LLC (AEG) is a firm compromised of tax accountants, attorneys, paralegals and self-directed IRA advisors. AEG is the largest self-directed IRA advisory firm in the nation. Our mission is to assist and advise investors on the most efficient and effective methods of self-directing their retirement accounts. We are National Advisors for Self-Directed Wealth Building Specializing in Self Directed IRA Plans.
Facts & figures
Need funding?
Asset Exchange Group, LLC helps entrepreneurs finance their business opportunities through existing retirement accounts.
Start your new business and pay yourself back rather than the bank. Reduce or eliminate debt, repay your retirement account in a tax-deferred manner all while generating profits and personal income.
The exclusiveAsset Exchange Groupprogram offers the following benefits:
Investing in YOU- As the CEO of your new endeavor who else is in better control of your future than you? Most retirement accounts have underperformed in the past few years however, greater than 80% of all franchises have become successful ventures. A winning combination you at the helm and your retirement account as your venture capital source!
No taxable event– With our proven program there is no taxable event allowing you to use up to 100% of your retirement dollars. It gets better; you are able to reduce taxable events for your new company and yourself by making payroll contributions back to your new self-directed retirement plan.
You as the CFO– You have 100% control of the allocation of the capital from your retirement account. Use it as working capital, payroll or purchase capital equipment the allocation of funds is completely up to you.
Our partners are your partners– We have established partnerships with SBA preferred lenders that understand our program and are willing to fill any funding gaps you might have.
Personal safety– If the retirement plan completely capitalizes your venture then you have NO personal liability. There is no need to collateralize personal assets such as your home. However, if additional funding is needed then we are here to help you through our SBA preferred lending partners.
Typically you should have (depending on the franchise purchase) $35,0000 to $50,000 in your current retirement account. As a general rule the funds that you have with your current 401k are not accessible however, recent changes in retirement law allow rollover of certain fund types.
Why The AES Self Directed IRA?
We make the process simple for you with our expert advisors and excellent service. Since our inception in 2000 we have seen great growth, broader awareness and acceptance of theself directed IRAand the real estate IRA. We have experienced exceptional growth with in our product specialty, the self-directed IRA LLC and the self directed 401k.
WHY NOW WITH A SELF DIRECTED IRA?
Why wait, our Self-directed IRAs provide investors exceptional opportunity to invest in many non-traditional assets such as real estate, tax liens, mortgages and more. Our self directed 401k provides the opportunity to fund or recapitalize a small business or franchise.
Contact us so we can help you navigate the opportunities and identify the differences between each plan; contacting us is a critical milestone to your success as a self directed investor. Let us make the path for you to use your self directed IRA, real estate IRA, or self directed 401k a simple investment tool.
Today is the day for you to begin your success story with your self directed IRA or self-directed 401k!
ContactAsset Exchange Grouptoday to learn more about Funding your Franchise or Business Acquisition Funding solutions with your retirement funds.
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