Case Study: How Our Client Used her Inherited IRA to Help Purchase Real Estate to Occupy and Create Income!

Case Study-How our client used her inherited IRA to help purchase real estate that she could occupy and create income with our IRA Real Estate to Occupy program. Our program gave Terri everything she was looking for: peace of mind and an opportunity to enjoy a vacation lifestyle for her and her family with a tax effective IRA real estate investment that enhanced her portfolio, lifestyle, market position and legacy.

The 3 Pillars of Our IRA Real Estate to Occupy Program

With the potential interest earnings from the SAFE-HARBOR®-Directed IRA™(SHIRA™), possible appreciation of the real estate over time, rental income, if you wish, and the intrinsic value of occupancy, together with the tax write-offs (if you qualify), the actual total value and benefits of both the SHIRA™ and the real estate could be a double digit return for you! In other words, the perfect alternative investment.

Why October is Our Favorite Time of the Year…Trailing of the Sheep Festival

Not only is Alberto on the Board of Directors for the Trailing of the Sheep Festival, but his daughter, Xole, works along side him for the festival as the Dog Trials Coordinator, as well as in the office of Lasaii Benefits as partner and Senior Consultant in the family owned business. For us, the festival is not only a time to celebrate, but also a time to reflect on our Basque heritage, the power of community, that family is the most important, and how working hard always wins!