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Phone: 941-321-6858

kim@homesofvenice.com

Is Real Estate Right For Your IRA Portfolio?

Why are investors liquidating their stock portfolios and dumping their financial advisors for a “Self-Directed IRA?” Easy: Flexibility, control and the security that comes with owning hard assets. Real estate has never been worth "zero."

IRA investment vehicles include, but aren’t limited to:

 

Real Estate

Tax Liens

Private Lending

Purchasing Notes

Private Placements

Precious Metals

Forex

Accounts Receivable Financing

Building Bonds

Commercial Paper

Equipment Leasing

Factoring Investments

Oil and Gas Investments

Judgments

Structured Settlements

A Self-Directed IRA is technically not any different than traditional IRAs (or 401ks). A Self-Directed IRA puts you in the driver seat of your financial future, giving you the freedom and control to invest in assets you know and understand best. The power of a self-directed IRA comes from an almost endless array of investment options.

 

You're not limited to just invest in real estate, you can invest in stocks, bonds and mutual funds, promissory notes, tax liens, private businesses, precious metals, and more. Plus you reap the asset protection and all of the tax advantages that come with government-sponsored retirement plans. You can also determine how much of your IRA you want to self-direct. Some wish to self-direct only a portion of their retirement portfolio.

 

As a real estate professional, I moved to a Self-Directed IRA and took positions in Real Estate. I am not a financial advisor, nor is this intended to be financial advice. The purpose of this information is to explain the concept of a Self Directed IRA as an alternative means of retirement investing. Since I am a Self-Directed IRA investor and I understand the process, I can help you identify real estate that meets your retirement investment objectives.

 

The decision to move to a Self-Directed IRA should be made carefully. And there are specific rules regarding how IRA assets may be used, including guidance on “prohibited transactions.” I would recommend consulting an attorney, tax accountant or perhaps a financial professional to determine if a Self-Directed IRA is right for you.

 

Should you decide to pursue a Self-Directed IRA, you will need a custodian. A custodian is no different than the brokerage house, banking institution or financial advisor you’re presently using, except that the systems, processes and procedures are in place that allow you to self-direct your IRA. Since I do not endorse any particular custodian, I recommend that you type "Self-Directed IRA” in your search engine and you will find a number of alternatives.

 

You will pay a nominal, annual fixed-fee for custodian services based on the cash value of your account. Never pay transaction or asset fees. Although most custodians will charge for expedited services and wire transfers.

 

To learn more, and find out what residential properties make good retirement investments,  contact me:

Kim Stephens, Broker / Associate

(941) 321-6858

Kim@HomesOfVenice.com

Kim Stephens, Broker/Associate

GRI, E-PRO, SRES

RE/MAX Alliance Group

1314-B East Venice Avenue

Venice, FL 34285

Phone: 941-321-6858

kim@homesofvenice.com

© 2017 Kimlisa Stephens PA

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