At Lasaii Benefits, We Disprove the Belief that Low Risk=Low Return with IRA Real Estate To Occupy

Peace of mind is our middle name! Maybe not middle-but the word ‘Lasai’ in the Basque language literally means peace, calm, quiet, and serene-all things you hope for or envision your retirement to be, right?

So, how do you achieve peace of mind with your retirement funds?

AP baby!

AP=Asset Protection

Why is asset protection so important?

You work hard for a financially secure retirement and you deserve to protect what you have built. As you get older and closer to retirement, you probably can’t afford to lose a big chunk of your IRA-especially when you have family or causes that you care about and want to contribute to after death.

So, are your only two options high risk and high reward? Or low risk and low reward?

Most financial advisors would typically invest your monies in something less risky and with less return in your later stages of retirement planning. So, even though you’re not seeing much of a return, you aren’t seeing much of a loss either. In other words, boorrrring…

What if you could have your assets protected while at the same time have potential interest earnings and an investment in something that could give you enjoyment, income, tax advantage, and estate planning for your heirs?

You can with IRA Real Estate to Occupy!

With our SAFE HARBOR®-Directed IRA™ (SHIRA™) you essentially have two investments with one supporting the other while the two exist legally as completely separate entities:

1). SHIRA™ is invested in a principal protected vehicle, safe from any possible downturn in the stock market with upside interest earning potential when the stock market performs well. (Again, AP baby!)


2). An investment in real estate that you and your family can occupy and/or use to create income!

Apart from asset protection and the intrinsic value of occupancy of real estate purchased with the help of an IRA, the SHIRA™ also offers:

  • Rental Income

  • Step Up In Basis/1031 Exchange

  • Tax Write-offs (If you Qualify)

  • Diversification of Portfolio

  • RMD

Click the button entitled, “Definitions” to learn more.

So back to that low risk=low reward belief…

At Lasaii Benefits, we disprove that belief with the hundreds of our clients that have used the SHIRA™ to help purchase real estate!

With the possible interest earnings of the SHIRA™, the potential appreciation of the real estate, rental income, if you wish, and the intrinsic value of occupancy, together with the tax write-offs (if you qualify); the total value and benefits of the SHIRA™ and the real estate could be, and has been, in the double digits. (*On average, the stock market has a 10%-12% yearly return).


With Lasaii Benefit’s creative, innovative and life-changing estate planning, don’t miss out on the opportunity of maximizing your IRA funds and investing in real estate that you and your family can occupy.

We specialize in helping clients structure customized, tax effective IRA real estate investments that enhance their portfolios, lifestyles, market positions, and legacies.

Please share this with friends and family that could benefit from our proprietary IRA real estate structure!

Visit to sign up to receive our “Understanding the SAFE HARBOR®-Directed IRA™” PDF to learn more. You may also visit our website to see if you qualify for our program.