IRA Financial Group Clients using Self-Directed IRA to Take Advantage of Real Estate Recovery

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Retirement investors using self directed IRA plans to buy real estate and benefit from rebounding real estate market

Self Directed IRA for Real Estate

Our self-directed IRA clients are seeing great opportunities for B- and C-class properties in the non-gateway cities like Phoenix, Dallas, Houston, Oklahoma City, and Detroit

IRA Financial Group, the leading facilitator of self-directed IRA LLC structures, has seen an increased demand from investors looking to take advantage of once-in-a-lifetime bargain prices for residential real estate -- particularly single-family homes. According to interviews with a number of recent IRA Financial Group self-directed IRA clients, the biggest investment opportunity is buying distressed single-family homes since that market has been completely decimated. According to the same clients, the next biggest opportunity is buying land because very few people have been focused on it. “Our self-directed IRA clients are seeing great opportunities for B- and C-class properties in the non-gateway cities like Phoenix, Dallas, Houston, Oklahoma City, and Detroit, stated Maria Ritsi, a paralegal with the IRA Financial Group. “Our clients are expecting to be able to significantly increase property rents on their self-directed IRA properties over the next few years leading to increased returns, “ stated Ms. Ritsi.

“More and more self-directed IRA clients are looking for opportunities that don't require a strong recovery to make money,” stated Jaclyn Baily. “So, for example – clients have been looking for debt opportunities whereby they would be providing a source of financing for property owners instead of purchasing the property with retirement funds, : stated Ms. Baily.

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, purchasing real estate is as simple as writing a check and is tax-free, “ stated Adam Bergman, 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. Bergman. 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. 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.

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Jaclyn Baily
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