How Our Client Used Her SHIRA™’s As Real Estate Investing Machines

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. 

10 Advantages of Buying Real Estate with IRA

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.

All Small Business Owners Want for Christmas is the SECURE Act

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.