By implementing our program and placing Mr. Jones’ IRA in an interest earning SHIRA™ account, we were able to structure a plan to meet his goals and objectives. He now had the needed additional income to qualify for the loan he required to continue the standard of living he was accustomed to, while at the same time, safe guarding the principal value of his IRA and investing for his future.
With the severe volatility that the stock market has experienced in the past couple of weeks and the uncertainty of the Coronavirus, not a single one of our clients has lost a dime of their IRA’s-and still have the benefit of owning real estate with protected leverage to enjoy for themselves and/or use to create income.
We’re on a mission to better serve, inform, and get the word out there for those that are looking for an investment like ours that there is another way. We’ve made a quick post highlighting the differences between the three IRA’s used to invest in Real Estate.
The SECURE Act has been passed and with that comes the death of the Stretch IRA. Lasaii Benefits: IRA Real Estate to Occupy, has a creative strategy with no lost opportunity cost to your heirs, unlike the other strategies that Financial Advisors are offering to replace the Stretch IRA.
Despite major bipartisan and public support, the SECURE Act is not on Santa’s Christmas list this year and will most likely not be passed in 2019. With that being said, those that are planning on leaving a large IRA to their heirs should anticipate the death of the Stretch IRA. Learn more about Lasaii Benefits: IRA Real Estate to Occupy’s creative solution to the death of the Stretch IRA and with no lost opportunity cost, unlike the other strategies financial advisors are offering.
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!
What if you could have the power of leverage and the peace of mind to sleep like a baby every night because you know that no matter what, your real estate is protected? Good news! You absolutely can! With our IRA Real Estate to Occupy™ program-you can have both leverage and protection.
Use your IRA funds to help purchase real estate that you and your family can occupy and can be passed to your heirs with a step up in basis at death.