The IRA – individual retirement account, is still an enigma to many people. Frequently set up at the suggestion of a CPA or financial advisor as a way to offset income tax in a given year, the retirement account is often hurriedly created in a stock market based fund and then forgotten. Left to grow-or diminish- with little or no management on the part of the IRA owner. It is not unusual for the beneficiary to have no conception of the variety of investment options available to them. Once placed with a market oriented money manager, it is up to the IRA owner to discover investment options other than those Wall Street has to offer.
Almost over night, millions of people lost their jobs because of the COVID-19 crisis. The trickle down effect has started and we now see landlords worried about tenants not being able to pay rent as well as those that rely heavily on extra income from their investment properties through Airbnb or VRBO scared they may lose their real estate if they have no income coming in to cover the mortgage(s). If you’re in this situation, we can help. IRA and 401K Rollover funds can be structured to support an existing mortgage payment(s). Schedule a free consultation with us today.
it’s just as important to plan what you want your life to look like in retirement as the financial planning. If real estate is something that you envision in your next phase of life-maybe it’s an income producing property, land to grow grapes, or a home in France to reinvent yourself-whatever real estate it is-Lasaii Benefits: IRA Real Estate to Occupy’s creative and strategic financing can help!
We love this time of year because it is about gratitude, new beginnings, and new possibilities. At Lasaii Benefits, we wanted to make a list of some of the things we are thankful for, because after all, we really have so much to be grateful for.
Here are just a few of the things our clients and the press has said about us over the years…
How perfect to have a vacation home that generates income and allows you to create memories with family and friends. Pineda states, “It’s a great way to have a second home that earns you income every month. The only ‘problem’ is when they are booked so much that you have to schedule your own visit far in advance. It’s a great problem to have as an investor.”
Use your IRA to help purchase multifamily properties that you and your family can occupy!
Imagine owning a vacation home that you and your family could enjoy and could also serve as an investment property in an up and coming city in the United States…
What if you could have your assets protected while at the same time have potential interest earnings and an investment in something that could give you enjoyment, income, tax advantage, and estate planning for your heirs?
You can with IRA Real Estate to Occupy!
Learn how one man had a lost opportunity cost of $400,000-that all could have been avoided had he known about the SAFE HARBOR®-Directed IRA™