Strong Optimism in 2015 for Real Estate Market Amongst Self-Directed IRA Investors in Light of Higher Home Prices, According to IRA Financial Group Tax Partner

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In light of higher prices and falling oil prices, self-directed IRA investors continue to invest in real estate.

In light of higher prices and falling oil prices, self-directed IRA investors continue to invest in real estate

What we are seeing, particularly amongst our self-directed IRA LLC clients, is a strong interest in real estate despite higher market prices and the lower price of oil

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions, continues to see a strong demand from retirement investors looking to use their retirement funds to buy real estate in light of higher real estate prices and falling oil prices. A strong number of self-directed IRA LLC investors are citing a number of factors for their optimism in the real estate market including low housing inventory and interest rates and a diversified economy that is creating more demand. “What we are seeing, particularly amongst our self-directed IRA LLC clients, is a strong interest in real estate despite higher market prices and the lower price of oil," stated Adan Bergman, a tax partner with the IRA Financial Group.

According to Jacky Ospina, a retirement tax specialist with the IRA Financial Group, for many IRA Financial Group self-directed IRA LLC clients, new single-family real estate continues to be a hot market. In addition, single family homes continues to be a very lucrative market for self-directed IRA investors.

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 LLC involves the establishment of a limited liability company (“LLC”) that is owned by the IRA (care of the Roth 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 understands

The IRS has always permitted one to use retirement assets to purchase real estate rental properties. “With IRA Financial Group’s self-directed IRA LLC solution, investors can make real estate purchases and generate tax-deferred rental income or tax-free rental income in the case of a self-directed Roth IRA. “One major advantage of buying rental properties with a Self-Directed IRA is that all rental income generated by the property is tax-distribution until a distribution is taken," stated Mr. Bergman.

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 real estate IRA LLC with Checkbook Control will allow one to buy real estate, including rental properties without paying tax immediately. “Notwithstanding a strong real estate market, Just last week I spoke with a client this month that was able to flip a single family home for a $140,000 profit after holding the property for less than four months and doing very minor improvements," stated Ms. Ospina.

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 real estate provider. 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 http://www.irafinancialgroup.com or call 800-472-0646.

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Jaclyn Baily
IRA Financial Group, LLC
+1 (800) 472-0646 Ext: 9
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