Family is the most important thing. As a parent or grandparent, it’s second nature to worry that your children and grandchildren have everything they need. Even after you've passed on, you want some sort of reassurance that your loved ones are going to be taken care of. It’s not that you want them to rely on you to provide for them, especially since you've taught them to be capable and hardworking, but as a parent or grandparent, knowing that you’re leaving them with some sort of help would put your mind at ease and be greatly appreciated by them.
When planning your estate, you've taken into account your loved ones and what sort of legacy you're going to leave them. But have you maximized one of the most powerful strategies for inheritance planning? The strategy that no one ever really talks about?
STEP UP IN BASIS AT DEATH!
Step up in basis is a tax allowance whereby you can pass real estate at death to your heirs at the appreciated value, with no tax consequences to them on the appreciation. In other words, your heirs can inherit real estate with no tax liability on the appreciation! That could be hundreds of thousands of dollars of tax free value/money for your heirs. Being able to leave your family something tangible and that they can inherit tax free is invaluable!
What if you could invest your IRA in real estate that could be passed to your heirs with a step up in basis at death?
You can with IRA Real Estate to Occupy.
By using the SAFE HARBOR®-Directed IRA™ (SHIRA™ ) to help purchase real estate to occupy you could:
...buy or build a primary home for your son or daughter to raise their children.
...buy or build a vacation home in a location that is close to the heart or up and coming for the entire family to enjoy and create income when you're not using it.
...invest in a commercial property for income and have yourself, your son, or your daughter occupy one of the offices if you're like us and have a family business.
...invest in multifamily properties with a family member using one of the units.
...invest in a ranch or farm where the whole family can get their hands dirty!
An investment in the SAFE HARBOR®-Directed IRA™ (SHIRA™) is an investment in family.
An investment in the SHIRA™ is an investment in the future and a smart IRA investment strategy that your family will still be thanking you for long after you're rockin' it in that castle in the sky.
An investment in the SHIRA™ is an investment in real estate to occupy that offers safety of principal, interest earnings, tax write-offs (if you qualify), appreciation, and the gift of real estate with no tax consequences to your heirs.
Create your legacy now with IRA Real Estate to Occupy and give your family the gift of tax-free real estate.
Read about how our SHIRA™ and real estate to occupy is the best IRA investment option if the SECURE act that has wide bipartisan support passes.
Lasaii Benefits: IRA Real Estate to Occupy
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 www.lasaiibenefits.com to sign up to receive our "Understanding the SAFE HARBOR®-Directed IRA™" Guide to learn more. You may also visit our website to see if you qualify for our program.