WELCOME TO THE FAMILY
close to 30 years helping others have real investment freedom and autonomy.
close to 30 years
We have history.
For close to 30 years we have been helping our clients in structuring IRA’s, 401(k) rollovers and other types of retirement plans in a truly innovative and secure way. As a client, you become a part of our family and we give you the opportunity to invest in a flexible way in Real Estate that you can actually use as a vacation home, primary home or even for an investment property - allowing you to take your retirement funds and transform it into much, much more.
With hundreds of clients across 37 states and four countries, our proprietary method has been confidently allowing our clients to safely turn their retirement funds into more than they could have ever imagined.
Our track record and client success stories are unmatched and unprecedented
FREEDOM & AUTONOMY
Our methodology enables you to invest in real estate that you can actually use and create income from.
SAFETY & SECURITY
We are regulated by and compliant with all 29 tax codes that govern real estate transactions, qualified plans, and tax avoidance.
We offer a never-before-seen attentiveness to our clients
With close to 30 years and hundreds of stories, we’ve always got your back
who we are
ALBERTO URANGA, FOUNDER & CEO
Alberto came to the U.S.A. from the Basque Country in 1968. To gain entry into the U.S., he worked as a sheepherder for three years. He could not speak a lick of English when he arrived. Alberto started selling insurance door to door in 1984. In 1986, he became as Series 7 Financial Advisor and did that for 17 years. In 1992, he created this proprietary approach of using IRA to invest in real estate that you can occupy. He has 40 years of experience in the financial world. Alberto enjoys hiking and traveling home to the Basque Country to visit his family and friends.
XOLE URANGA, BOARD OF DIRECTORS, OPERATIONS MANAGER
Xole graduated from Boise State University in 2013 with a BA in Spanish and a Minor in Basque Studies. Xole began working with her father at Lasaii Benefits upon graduation. She enjoys traveling and being active in her beautiful home of Sun Valley, ID.
"THANK YOU FOR YOUR EXTREME SUPPORT HELPING OUR FAMILY'S DREAMS COME TRUE. YOU HELPED US BECOME FINANCIALLY SECURE FOR THE REST OF OUR LIVES."
-Frank S. Alabama, Client
how we are regulated
We are regulated by the current U.S. Tax laws that govern real estate transactions, qualified plans, and tax avoidance.
Our IRA Real Estate Investing Program was presented to the tax shelter inspectors and was found to be compliant relative to all twenty-nine IRS tax codes governing tax avoidance qualified plans, and/or real estate transactions.
Because we act as consultants and stewards of your SHIRA™, it is our job to stay current on all regulations, tax codes, investment options, and house your profile in accordance and transparency for IRS tax shelter inspectors.
Our annual tax letter provided to our clients each year is prepared by our independent certified public accountant firm, Eide Bailey, to be sure we are up to date on all tax laws that are used in our IRA Real Estate to Occupy investing structure. You can be confident that your investments are safe and legal.