Investing with Qualified Benefit Plans or IRA

Genesis Equities offers opportunities to put stagnant IRA funds, employee benefit plans or 401K retirement account money back to work towards future growth or retirement goals. Typical qualified plan investments like mutual funds and ETF's carry excessive transaction fees and management costs as well as exposure to the volatility of the stock market. Stocks can be risky and require a great deal of research and time to protect your investments from dramatic market fluctuations. Prior contributions and proceeds can be rolled over from qualified plans into a trust account with a financial custodian that administers self-directed investments. This will allow you to participate in our high-yield ventures while preserving your tax-deferred growth or tax-free savings. We can help you find a self-directed account administrator that best suits your needs then work together to build your nest egg with accelerated results that you can be proud of.