Mainstar Trust

Medicare is a crucial part of retirement planning, but understanding its details can feel overwhelming. This post from our team breaks down the key facts about eligibility, coverage options, and costs to help you plan for your future healthcare needs. Make sure you’re informed about how Medicare fits into your overall financial plan. Read more on the Mainstar Trust blog and take charge of your future:?https://lnkd.in/eYxNDerV #MedicareFacts?#RetirementPlanning?#MainstarTrust

#DidYouKnow that Business Development Companies (BDCs) can be a powerful addition to your investment portfolio? BDCs offer unique opportunities and advantages like: -High Dividend Potential: BDCs distribute the majority of their income to investors, providing regular cash flow. -Access to Private Markets: Invest in small to mid-sized private companies that are not available through public markets. -Diversification: Add a new layer of investment exposure to your portfolio by targeting companies across various industries. -Transparency: As publicly traded entities, BDCs provide clear and consistent reporting for investors. Learn more about including BDCs in your self-directed IRA: https://lnkd.in/guv3p_C7? #BDCInvesting #AlternativeInvestments #PortfolioGrowth

As a financial advisor, ensuring compliance is key when managing client investments. Mainstar Trust specializes in custodial services for self-directed IRAs, offering seamless account management and expert support to help you meet regulatory requirements. With over 40 years of experience, we provide the tools and resources financial professionals need to confidently support their clients' investment goals while staying compliant every step of the way. Discover how Mainstar Trust can partner with you:?https://lnkd.in/eqM5NgET #FinancialAdvisors?#ComplianceMatters?#InvestmentCustodian

At Mainstar Trust, we’re dedicated to providing reliable custodial services for self-directed IRAs, empowering you to take control of your retirement savings. With over 40 years of experience, a flexible investment platform, and a commitment to exceptional service, we make managing your investments easier and more efficient. Discover why so many investors trust us to support their financial journey: https://lnkd.in/gQDiSnJv #MainstarTrust #RetirementSavings #SelfDirectedIRA #TrustedCustodian #FinancialFreedom

Your IRA is more than just a retirement account—it’s a key part of your financial future. Understanding its value goes beyond reading the balance on your statement. This helpful blog post explores how to assess your IRA’s worth, considering factors like tax benefits, investment options, and long-term growth potential. Take a closer look and make the most of your IRA now: https://lnkd.in/evFDu8Sg #RetirementPlanning #IRAValue #FinancialFuture

Mutual funds are a popular asset type for investors looking to diversify their portfolios with professionally managed investments. With a self-directed IRA from Mainstar Trust, you can include mutual funds as part of your retirement plan, providing access to a wide range of stocks, bonds, and other securities. Whether you’re seeking growth, income, or balanced strategies, mutual funds can help align your investments with your financial goals. Learn more about this versatile asset type: https://lnkd.in/gX8AyRv3 #MutualFunds #InvestmentOptions #RetirementPlanning

Did you know your self-directed IRA can be used to invest in various types of loans? From real estate-backed loans to private lending opportunities, there are plenty of ways to diversify your portfolio while generating potential returns. Our latest blog breaks down the different types of loans investors should know about. Ready to explore the options? Start here: https://lnkd.in/g6FViUng #InvestorEducation #AlternativeInvestments #LoanInvesting

This Valentine’s Day, celebrate your partnership by talking about your financial goals together. Getting on the same page about planning for your financial future can strengthen your relationship and help you build a life you both love. Whether it’s saving for retirement, exploring new investment options, or setting long-term goals, teamwork makes the dream work! Contact us to learn more about our services: https://lnkd.in/eAtbPUUb #HappyValentinesDay #FinancialGoals #PlanningTogether

Looking to diversify your retirement portfolio? Mainstar Trust offers custodial services for a wide range of alternative investments, from real estate to private equity and beyond. These non-traditional assets can help you build a robust investment strategy tailored to your goals. Discover the potential of alternative investments and see how they can fit into your self-directed IRA today: https://lnkd.in/e7g-XuZr #AlternativeInvestments #SelfDirectedIRA #InvestmentOptions

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