Self-Directed IRA LLC Helping Contribute to Improving Housing Market, According to IRA Financial Group Report

Share Article

IRA Financial Group clients invested over $680 Million in the U.S. Housing real estate market in 2012 according to IRA Financial Group report

Retirement Investors Helping Support U.S. Real Estate Market

We believe our clients have contributed considerably to the rebounding U.S. housing market by investing over $680 Million of retirement funds in 2012 into the U.S. real estate marke

IRA Financial Group, the leading provider of self directed IRA LLC solutions, announces that according to an internal IRA Financial Group report, in 2012, its self-directed IRA clients invested over $680 million dollars in the U.S. real estate housing market. " We have an increasing number of investors that have generated strong returns from the U.S real estate market in 2012," stated Adam Bergman, a tax attorney with the IRA Financial Group. “We believe our clients have contributed considerably to the rebounding U.S. housing market by investing over $680 Million of retirement funds in 2012 into the U.S. real estate market," stated Mr. Bergman.

IRA Financial Group’s self directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person, including real estate. The IRS only describes the type of investments that are prohibited, which are very few.

IRA Financial Group’s Self-Directed IRA for real estate investors, also called a real estate IRA with checkbook control, is an IRS approved structure that allows one to use their retirement funds to make real estate and other investments tax-free and without custodian consent. The Self-Directed IRA involves the establishment of a limited liability company (“LLC”) that is owned by the IRA (care of the IRA custodian) and managed by the IRA holder or any third-party. As manager of the IRA LLC, the IRA owner will have control over the IRA assets to make the investments he or she wants and understand – not just investments forced upon you by Wall Street.

The IRS has always permitted an IRA to purchase real estate, raw land, or flip homes. “With IRA Financial Group’s self-directed IRA LLC solution, investors can make real estate purchases and generate income and gains while deferring taxes,” stated Mr. Bergman. “A growing number of clients are realizing that using self directed IRA to make investments will become far more tax efficient than in prior years due to the increasing capital gains tax rates, stated Jacky Ospina, a senior paralegal with the IRA Financial Group. One major advantage of buying rental properties with a Self-Directed IRA is that all rental income generated by the property is tax-deferred until a distribution is taken (Traditional IRA distributions are not required until the IRA owner turns 70 1/2). In the case of a Self-Directed Roth IRA LLC, all gains are tax-free.

Instead of buying real estate with personal funds and being subject to tax on the income or upon the disposition of the asset, a Self Directed IRA real estate LLC with Checkbook Control will allow one to buy real estate, including rental properties without paying tax immediately. With a self-directed real estate IRA, all income and gains generated by the IRA LLC investment will flow back to your IRA tax-free. By using a Self-Directed IRA to make investments, the IRA owner is able to defer taxes on any investment returns, thus, allowing the IRA owner to benefit from tax-free growth. Instead of paying tax on the Self-Directed IRA returns of an investment, tax is paid only at a later date when a distribution is taken, leaving the investment to grow tax-free without interruption.

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.

IRA Financial Group is the market's leading “checkbook control Self Directed IRA Facilitator. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.

To learn more about the IRA Financial Group please visit our website at or call 800-472-0646.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jaclyn Baily
Visit website