Do You Have What It Takes?


Do you have what it takes to be a client of Lasaii Benefits?

At Lasaii Benefits, our clients value and enjoy:

Peace of Mind: Your SAFE HARBOR®-Directed IRA™ (SHIRA™) is in a protected account, safe from any downturn in the stock market, with upside potential when the stock market does well.

Control: Depending on age, our clients enjoy having complete control of stoping, increasing and decreasing their withdrawals from their SAFE HARBOR®-Directed IRA™ account.  They have control over the labor that they can perform on their investment property. They have complete control over who can occupy their real estate.

Security: If they are in between tenants, and can't find the right one to occupy their investment property, the SAFE HARBOR®-Directed IRA™ has them covered.  The SHIRA™ can help cover fully or partially the mortgage payments until they find that right tenant.  Unexpected job change?  The SHIRA™ can help pay an existing mortgage on a primary home or secondary home until they get back on their feet.

Family:  Our program has Step-Up in Basis on the real estate, allowing their children to inherit the real estate at it’s appreciated value with no tax consequences.

Flexibility: Flexibility of enjoying their mountain condo one weekend creating priceless family memories in the snow and on the ski hill, and the flexibility to Airbnb their condo out the very next weekend with all rental income going directly to their pocket because with the SHIRA™, the title of the real estate is in their name, not the IRA’s.

Comfort: They enjoy the comfort of having a primary home, second home, or vacation home and the comfort of knowing that they have a safe place for their children to grow and learn.

Freedom: The freedom to do what they want with their real estate. Whether it be something as small as fixing a broken fence or something as important as letting their daughter occupy the real estate while she attends college. With the SAFE HARBOR® -Directed IRA™, there are no prohibited transactions.

Innovation: Our clients have the ability to see the bigger picture. They know that with the possible interest earnings of the SHIRA™, the possible appreciation of the real estate, rental income, Step-Up in Basis for their heirs, tax savings (if you qualify) and the intrinsic value of occupancy, the total value and benefits of the SHIRA™ and the real estate could be, and has been, in the double digits. In other words, the perfect alternative investment.

Our program is for people who believe in using their IRA, or a portion of it, to help purchase Real Estate to occupy and/or to create income. We focus on people who want safety and flexibility of their IRA account. If you qualify, by implementing our program, we will help you reach your Real Estate goals.

“Thank you all for your extreme support during the past sixty days in helping our family’s dreams come true. You didn’t finance a purchase or advise an investment strategy, you worked to help us become financially secure for the rest of our lives. God bless you and the teams that support your efforts.”

— Frank S., Alabama, Client