The IRA Real Estate plan enabled Mr. & Mrs. Smith to purchase their eventual retirement home immediately, prior to selling their existing primary residence. By structuring Mr. Smith’s IRA to support the purchase of the home in Panama the Smiths are able to use their home in Panama for vacations thereby benefiting from both homes until they are ready to relocate full time without effecting their current income stream. When they are ready to retire and transfer residency to Panama, the tax free portion of proceeds from their primary residence will not only replace, but exceed by far the value of the IRA used to purchase their retirement home.
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.
“We wanted to write and let you know how impressed we have been with your company.” Learn more about how we helped our client Susan purchase her dream home in Southern Utah using her IRA.
Lasaii Benefits prides ourselves on being visionaries in our industry by providing secure, yet innovative solutions that allow our clients to have more flexibility, control, and freedom with their IRA funds now and in retirement. Check out five real life examples of how our IRA Real Estate to Occupy program has enhanced our clients wealth, lifestyle, and legacy.
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.
We help people multiply their IRA funds by directing them to purchase real estate that they can personally use or create an additional income from, so that they can have more flexibility in their retirement, as well as create certainty and security for their families and leave a larger and more impactful legacy.
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.
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.
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.
Would you Rather-Convert your IRA or use your IRA to help purchase income producing real estate that you can OCCUPY? Play the game with us!