Setting up a Real Estate IRA is a simple process when you are working with a company that specializes in Self Directed IRA plans.
Once the Limited Liability Company (LLC) is set up and funds are rolled over from your existing retirement plan, you are able to make investments into real estate, tax liens, mortgages & notes and other real estate related activities.
3 Simple Steps
There are 3 Simple Steps when we assist you with the set up of your plan:
- STEP 1: Contact us to see what type of plan best suits your needs.
- STEP 2: Fill out some paperwork so we can set things in motion.
- STEP 3: Relax and let us handle all the details.
Qualified Retirement Accounts for your Real Estate IRA Plan:
Money is transferred from the following retirement accounts:
- Traditional IRA
- Roth IRA
- SEP IRA
- SIMPLE IRA
- 401(k)
- 403(b)
- Profit Sharing Plans
- Qualified Annuities
- Coverdale Education Savings
- Money Purchase Plans
- and many more.
Making a Real Estate Investment:
Once funds have been rolled over into the bank account which is held with your LLC, you retain ‘Checkbook’ control over the investment. When you find the property you want to buy, you can simply write a check immediately completing the transaction.
