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Home / Financial Services / Real Estate for IRAs, Pensions, Profit Sharing and Other Qualified Plans / Eligible Plans
 
   
§1031 Tax Deferred Exchanges
Tenant-In-Common (TIC) Investments
Real Estate for IRAs, Pensions, Profit Sharing and Other Qualfied Plans
Real Estate Investment Opportunities
Using Tax Shelters to Reduce Taxes
Income Oriented Investments

Eligible Plans

  • Traditional IRA
  • ROTH IRA
  • Simple IRA
  • SEP IRA
  • 401(k) ROLL-OVER or TRANSFER
  • 403(b)

Non-Eligible Plans

  • 401(k) savings plan that you are currently contributing to is ineligible

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Securities offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory services offered Pacific West Financial Consultants, Inc. A Registered Investment Advisor. AMBAR Financial Group is independent of Pacific West Securities, Inc.

 

Retail
San Antonio, Texas
 
Multi-Family
Fort Worth, Texas
 
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AMBAR Financial Group does not offer legal or tax advice. AMBAR encourages clients and visitors to seek independent legal and tax advice from competent professionals to discuss their personal financial situations. Registered Representatives may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in: AL, AZ, CA, FL, MN, MO, PA, TX. If your resident state is not listed, please contact us at 408-379-6510. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

Property photos shown here are being provided for educational purposes only, to illustrate the different property types available in the real estate market. These photos are not intended to represent any particular type of TIC offering nor are they intended to represent any current or future TIC offerings.