Self-Directed IRA Investors Helping to Rejuvenate Real Estate Market, IRA Financial Group Report Suggests

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Retirement investors using self directed IRA plans to buy real estate have helped the country’s beleaguered real estate market finally turn the corner

Self Directed IRA for Real Estate

“A number of our clients have been able to generate above-market returns by purchasing real estate with their self-directed IRAs

IRA Financial Group, the leading facilitator of self directed IRA LLC structures, has seen a strong boost in demand in the first half of 2012 from investors looking to purchase real estate with their retirement funds. The closely watched S&P/Case-Shiller Index of property values in 20 cities rose 0.5% in June compared with June 2011, its first gain since September 2010. Contributing to this, IRA Financial group’s clients have invested over 375 million in the U.S. real estate market as of June 30, 2012. “The country's long-suffering housing market finally appears to be turning the corner,” stated Maria Ritsi, a paralegal with the IRA Financial Group. “Our self-directed IRA clients are seeing great opportunities in the U.S. real estate market," stated Ms. Ritsi. “A number of our clients have been able to generate above-market returns by purchasing real estate with their real estate IRA,,“ stated Jackie Ospina, a paralegal with the IRA Financial Group

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 Ms. Opina. “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 Adam Bergman, a tax attorney 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.

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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