Using Your IRA

The Individual Retirement Account (IRA) is one of the most powerful long-term investment vehicles available to investors because of the tax-deferred or tax-free nature of either a traditional IRA or a Roth IRA. Either type of IRA can be invested in our Funds, allowing your high-yield returns to add up even faster. While the concept of investing IRA funds in real estate related investments have been around for more than 30 years, it has not received a great deal of attention. Most custodians that offer IRAs (banks and brokerage firms) focus on mutual funds and CDs because they have a vested financial interest in having you select those investments. Because the majority of IRA investors focus on stocks and CDs, there is a misperception that these are your only investment options for retirement plans, but this is not the case.

A self-directed IRA is unique because of the investment options available. Most IRAs only allow approved stocks, bonds, mutual funds, and CDs. A truly self-directed IRA allows those types of investments along with real estate, notes, private placements, tax lien certificates and much more.

The process is easy; we handle the paperwork to get your account set up with a qualified asset custodian company and make your investment into one of our funds. The custodian company handles all the legal requirements to ensure your IRA complies with IRS regulations. The Internal Revenue Code sets high standards for a qualified custodian of IRA accounts, which includes banks, trust companies, and approved brokerage firms. By law, their governing bodies are mandated to conduct regular audits of trust companies performed by state auditors.

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