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.
Although we refer to them as the “new rules” of IRA Real Estate because they are not well understood or commonly applied yet, Lasaii Benefits has been successfully using our IRA Real Estate to Occupy method since 1992.
Retirees structure IRA for skiing now while preserving security for tomorrow with our IRA Real Estate to Occupy Investing strategy!
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.
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.
Lasaii Benefits has created a high-quality service of directing IRA funds to invest in real estate that allows for personal use and additional income. Did you know that the terms, “Check Book IRA LLC,” “Self Directed IRA,” and “SAFE HARBOR®-Directed IRA™ (SHIRA™)” are legally no different from any other IRA? Learn more about how these IRA’s are managed.
Founder of Lasaii Benefits and our proprietary program of IRA Real Estate to Occupy, Alberto Uranga, was recently quoted in an article by National Geographic!
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.
“This is one of the better decisions we made with Alberto’s assistance and we’re glad we found you when we did. My wife and I comment on that decision often and believe our Guardian Angels sent Alberto (Lasaii) to us. Our sincere gratitude to him and his logical thinking.” Rachel & Steve, H., Colorado, Clients