Self-directed IRA and Solo 401(k) Plan investors taking advantage of attractive real estate opportunities
IRA Financial Group, the leading provider of Self-Directed IRA LLC & Solo 401(k) plan solutions, announces the result of a client survey that showed that as of May 1, 2015 its self-directed and solo 401(k) plan clients invested over $310 million in the real estate related investments. “With the increased popularity of real estate as an alternative asset investment, our clients have had great success in finding and closing on real estate related transactions so far in 2015, “ stated Jacky Ospina, a retirement specialist with the IRA Financial Group. “We are proud that our Self-Directed IRA and Solo 401(k) Plans clients have helped contribute to the growth in the U.S. real estate markets in 2015,” stated Ms. Ospina.
The primary advantage of using a Self Directed IRA LLC or Solo 401(k) Plan to make investments is that investments can be made by simply writing a check. In addition, all income and gains associated with the IRA investment grow tax-deferred.
With IRA Financial Group’s self directed IRA LLC & Solo 401(k) Plan solutions, traditional IRA or Roth IRA funds can be used to buy real estate by simply writing a check. “Even with real estate prices increasing, in 2015 our clients have been able to find attractive real estate opportunities for their retirement account, “ stated Adam Bergman, a tax partner with the IRA Financial Group. “
IRA Financial Group’s Self-Directed IRA and Solo 401(k) Plan for real estate investors, also called a real estate IRA with checkbook control or a Self-Directed real estate 401(k) Plan, 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. As a result, the Self-Directed IRA and Solo 401(k) Plan provides the retirement account holder with greater control over his or her retirement assets allowing the individual to make traditional as well as non-traditional investments, such as real estate tax-deferred and with much lower annual fees.
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 and Solo 401(k) Plan 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.