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.
With over thirty years of experience in the financial services world (Life insurance Professional, Series 7 Advisor, taught classes on Investment Strategies at College of Southern Idaho for ten years), Lasaii Benefits can, at the very least, offer our thoughts, advice and some options on how to best maximize your investment dollars moving forward-with no strings or solicitation. Schedule a free consultation today!
With the protection and possible interest earnings of the SAFE HARBOR®-Directed IRA™ (SHIRA™), the potential appreciation of the real estate, rental income, and the intrinsic value of occupancy, together with the tax write-offs (if you qualify); the total value and benefits of the SHIRA™ and the real estate could be, and has been, in the double digits. In other words, the perfect alternative investment.
A large IRA can be a ticking time bomb for you and your heirs. Learn more about our creative solution to the death of the Stretch IRA and how our dynamic proprietary process can help you and your 800lb. gorilla-LARGE IRA.
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.
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