Retirement Investors Betting Big on Real Estate with Housing Market Turning the Corner

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U.S. retirement investors using self-directed IRA structures to purchase real estate with more frequency, IRA Financial Group Study shows

Self Directed IRA for Real Estate

Retirement investors are beginning to sense the real estate market is turning around and are looking to capitalize on it in a ax advantaged way with a self-directed IRA

IRA Financial Group, the leading facilitator of self directed IRA LLC structures, sees an increased demand from investors for purchasing real estate with a self-directed IRA in light of the rebournding hoising market. According to a July 24, 2012 Zillow Real Estate Market Report, home values in the United States have reached a bottom. The Zillow Home Value Index (ZHVI)[1] rose on an annual basis for the first time since 2007, increasing 0.2 percent year-over-year to $149,300, according to Zillow's second quarter Real Estate Market Report. “Retirement investors are beginning to sense the real estate market is turning around and are looking to capitalize on it in a ax advantaged way with a self-directed IRA,” stated Adam Bergmam, a tax attorney with the IRA Financial Group. “With the stock market being so unstable, more and more retirement investors are looking to the U.S. real estate market as a more stable alternative,” stated Mr. Bergman..
Hoping to take advantage of a real estate market that many believe has it the bottom, many investors have been turning to the self-directed IRA LLC solution as a means for purchasing real estate

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, buying rental properties is as simple as writing a check and is tax-free, “ stated Scott krokoff, a tax attorney with the IRA Financial Group. “As the manager of your Self-Directed IRA LLC, the IRA holder will have control over his or her IRA funds so that a real estate purchase can be made by simply writing a check,” stated Mr. Krokoff. 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.

IRA Financial Group’s true self-directed IRA LLC solution 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 holder will have control over the IRA assets to make real estate and other investments tax-free and without custodian consent.     

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 allowing investors to buy real estate with an IRA. 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
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