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PROTECTIVESTRUCTURE

The Risk of a Standard SDIRA Structure

Without knowing it, many investors operate at a level 0 or level 1 strategy, where properties are owned directly by the IRA or under a single LLC.

While you might think this offers protection, it leaves zero internal firewalls. One lawsuit could expose the full equity in your retirement account in a single blow.

The Ghost Self-Directed IRA Strategy Map & Risk Isolation Checklist outlines precisely how to structure your IRA to reach level 3 protection and beyond so that you can build a bulletproof “Ghost” SDIRA.

Within this map, you’ll gain expert guidance through each strategy level, giving you the leg up you need to stay one step ahead of predatory lawsuits and overreaching creditors.

ANDERSONADVISORS

What Anderson Can Do For You

At Anderson Advisors, we know investing comes with its own set of legal, tax, and compliance challenges.

We treat every client as unique, with their own circumstances, goals, and market realities. Our lawyers, CPAs, and strategists work together to craft solutions that protect your profits, keep you compliant, and shield your personal assets from legal exposure.

Our nationally recognized principals, Clint Coons, Toby Mathis, and Michael Bowman, have decades of success advising and representing real estate investors on their tax and asset protection needs.

Our Specialties

Entity Formation

Wills & Trusts

Asset Protection Planning

Retirement Planning

Tax Planning

Business Compliance

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