How Our Client Used Her SHIRA™’s As Real Estate Investing Machines

Let me tell you about how our client has used her two SAFE HARBOR®-Directed IRA’s™ (SHIRA™) to help buy two properties that she and her husband could personally use and qualify for a loan when she ran into problems with debt to income ratio. Because our program offers flexibility and control, our client was able to structure her SHIRA(™s) with her wants and needs in real time and as they were evolving. 

How to Use Your IRA to Invest in Resilient Asset Classes

Considering we may be in or heading towards the next recession, which on average and to many peoples surprise happens about once every five years, we started thinking about which real estate asset classes are the most resilient. We’ve also spoken to a lot of people recently that are sick and tired of the volatility of the stock market and are looking for different ways to invest their IRA monies. Because in all periods of uncertainty, there is also opportunity, we made a short list of some resilient income producing asset classes that could be a smart option from that of the stock market.